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HEES

H&E Equipment Services
HEES

Delisted

HEES was delisted on the 30th of May, 2025.

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150 hedge funds and large institutions have $912M invested in H&E Equipment Services in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $357K

7% more capital invested

Capital invested by funds: $851M → $912M (+$61M)

1.92% more ownership

Funds ownership: 70.85% → 72.77% (+1.9%)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1% less funds holding

Funds holding: 151 → 150 (-1)

8% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 51

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
47
Reduced
51
Closed
25
Calls
$1.99M
Puts
$357K
Net Calls
+$1.63M
Net Calls Change
+$320K

Top Buyers

1
PCM
Penn Capital Management
Pennsylvania
+$14.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$11.4M
3
SCM
SG Capital Management
Illinois
+$9.71M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$9.23M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$6.74M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
-$10.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.1M
3
Morgan Stanley
Morgan Stanley
New York
-$8.16M
4
Norges Bank
Norges Bank
Norway
-$5.56M
5
Millennium Management
Millennium Management
New York
-$5.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
– -$3.79M -113,844 Closed
Calamos Advisors
152
Calamos Advisors
Illinois
– -$2.1M -63,057 Closed
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
– -$1.22M -36,599 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
154
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.1M -33,100 Closed
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
– -$909K -27,323 Closed
NC
156
Nokomis Capital
Texas
– -$837K -25,159 Closed
GHAM
157
Gilman Hill Asset Management
Connecticut
– -$658K -19,779 Closed
LSV Asset Management
158
LSV Asset Management
Illinois
– -$588K -17,700 Closed
IAA
159
Independent Advisor Alliance
North Carolina
– -$554K -16,650 Closed
DA
160
Duality Advisers
Florida
– -$407K -12,245 Closed
BAM
161
Blueshift Asset Management
New Jersey
– -$386K -11,604 Closed
HIS
162
Harvest Investment Services
Illinois
– -$383K -11,522 Closed
DTL
163
Dynamic Technology Lab
Singapore
– -$383K -11,520 Closed
Squarepoint
164
Squarepoint
New York
– -$311K -9,359 Closed
VF
165
Virtu Financial
New York
– -$293K -8,810 Closed
ProShare Advisors
166
ProShare Advisors
Maryland
– -$278K -8,345 Closed
BCM
167
BTC Capital Management
Iowa
– -$216K -6,515 Closed
AB
168
Amalgamated Bank
New York
– -$202K -6,074 Closed
EAM
169
Exos Asset Management
New York
– -$81K -2,426 Closed
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
– -$61K -1,848 Closed
Acadian Asset Management
171
Acadian Asset Management
Massachusetts
– -$33K -1,001 Closed
IAS
172
IMA Advisory Services
Colorado
– -$16K -490 Closed
POIA
173
Pin Oak Investment Advisors
Texas
– -$2K -50 Closed
CAM
174
ClariVest Asset Management
California
– -$1K -27 Closed
3 4 5 6
7

HEES Hedge Fund Activity: Q3 2021 in Review

150 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2021, worth a combined $912M — up 7.2% from $851M a quarter earlier.

Fund positioning in HEES was balanced in Q3 2021: 25 funds opened new positions, 25 closed out, 47 added to existing stakes and 51 trimmed.

The largest buyer was Penn Capital Management, opening a new position worth an estimated $14.1M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $10.8M sold.

  • 150 institutional investors held H&E Equipment Services (HEES) as of Q3 2021, down from 151 in Q2 2021.
  • Funds reported $912M of H&E Equipment Services stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 25 funds opened new H&E Equipment Services positions in Q3 2021 and 25 closed out, a net change of 0 holders.
  • The largest H&E Equipment Services buyer in Q3 2021 was Penn Capital Management, an estimated $14.1M added.
  • The largest H&E Equipment Services seller in Q3 2021 was Driehaus Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.