H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
148 hedge funds and large institutions have $975M invested in H&E Equipment Services in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 15 closing their positions.
212% more call options, than puts
Call options by funds: $9.02M | Put options by funds: $2.89M
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
29% more capital invested
Capital invested by funds: $755M → $975M (+$220M)
3% more funds holding
Funds holding: 144 → 148 (+4)
1.19% more ownership
Funds ownership: 70.01% → 71.19% (+1.2%)
2% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 53
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.12M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$7.33M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$6.55M |
| 4 |
Millennium Management
New York
|
+$5.79M |
| 5 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$4.86M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$7.64M |
| 2 |
ECP
Electron Capital Partners
New York
|
-$5.95M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$5.65M |
| 4 |
Goldman Sachs
New York
|
-$4.61M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$3.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACI
151
AMP Capital Investors
Sydney,
Australia
| – | -$393K | -13,200 | Closed |
|
|
EGM
152
Engineers Gate Manager
New York
| – | -$358K | -12,026 | Closed |
|
|
QI
153
QS Investors
New York
| – | -$343K | -11,500 | Closed |
|
154
HSBC Holdings
London,
United Kingdom
| – | -$332K | -11,128 | Closed |
|
|
SM
155
Southport Management
Wilson,
Wyoming
| – | -$298K | -10,000 | Closed |
|
|
VAS
156
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| – | -$235K | -7,887 | Closed |
|
|
APP
157
Alpha Paradigm Partners
Chicago,
Illinois
| – | -$164K | -5,500 | Closed |
|
|
IA
158
Inspire Advisors
Meridian,
Idaho
| – | -$11K | -380 | Closed |
|
|
BAM
159
Bellevue Asset Management
Bellevue,
Washington
| – | -$8K | -252 | Closed |
|
160
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -187 | Closed |
|
|
BSSFA
161
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| – | -$4K | -150 | Closed |
|
|
WT
162
Washington Trust
Westerly,
Rhode Island
| – | -$3K | -104 | Closed |
|
163
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$352 | +11 | New |
|
HEES Hedge Fund Activity: Q1 2021 in Review
148 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2021, worth a combined $975M — up 29% from $755M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HEES positions and 15 closed out — a net gain of 5 holders — while 52 added to existing stakes and 53 trimmed.
The largest buyer was Ameriprise, adding an estimated $9.12M. The largest seller was Morgan Stanley, cutting an estimated $7.64M.
- 148 institutional investors held H&E Equipment Services (HEES) as of Q1 2021, up from 144 in Q4 2020.
- Funds reported $975M of H&E Equipment Services stock for Q1 2021, up 29% quarter-over-quarter.
- 20 funds opened new H&E Equipment Services positions in Q1 2021 and 15 closed out, a net change of +5 holders.
- The largest H&E Equipment Services buyer in Q1 2021 was Ameriprise, an estimated $9.12M added.
- The largest H&E Equipment Services seller in Q1 2021 was Morgan Stanley, an estimated $7.64M sold.
Based on aggregated 13F filings for Q1 2021.