H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
151 hedge funds and large institutions have $721M invested in H&E Equipment Services in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 46 reducing their positions, and 33 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 46
8% less funds holding
Funds holding: 164 → 151 (-13)
13% less capital invested
Capital invested by funds: $824M → $721M (-$103M)
15% less call options, than puts
Call options by funds: $4.02M | Put options by funds: $4.73M
39% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 33
Top Buyers
Top Sellers
| 1 |
O
OppenheimerFunds
New York
|
-$20.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12.5M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$12.4M |
| 4 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$10.2M |
| 5 |
FAM
Fred Alger Management
New York
|
-$7.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Victory Capital Management
San Antonio,
Texas
| – | -$202K | -7,175 | Closed |
|
|
MTIP
177
Magee Thomson Investment Partners
San Diego,
California
| – | -$176K | -6,251 | Closed |
|
|
AP
178
Advisors Preferred
Rockville,
Maryland
| – | -$80.4K | -2,864 | Closed |
|
179
Walleye Trading
New York
| – | -$43.2K | -1,922 | Closed |
|
|
HIM
180
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$39K | -1,400 | Closed |
|
|
NPC
181
National Planning Corporation
El Segundo,
California
| – | -$6.66K | -300 | Closed |
|
|
GT
182
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$5K | -178 | Closed |
|
183
Envestnet Asset Management
Chicago,
Illinois
| – | -$5K | -168 | Closed |
|
HEES Hedge Fund Activity: Q1 2015 in Review
151 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2015, worth a combined $721M — down 13% from $824M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of HEES and 20 opened new positions — a net loss of 13 holders — while 46 trimmed existing stakes and 68 added.
The largest buyer was Chartwell Investment Partners, adding an estimated $15M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $20.5M sold.
- 151 institutional investors held H&E Equipment Services (HEES) as of Q1 2015, down from 164 in Q4 2014.
- Funds reported $721M of H&E Equipment Services stock for Q1 2015, down 13% quarter-over-quarter.
- 20 funds opened new H&E Equipment Services positions in Q1 2015 and 33 closed out, a net change of -13 holders.
- The largest H&E Equipment Services buyer in Q1 2015 was Chartwell Investment Partners, an estimated $15M added.
- The largest H&E Equipment Services seller in Q1 2015 was OppenheimerFunds, an estimated $20.5M sold.
Based on aggregated 13F filings for Q1 2015.