H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
173 hedge funds and large institutions have $919M invested in H&E Equipment Services in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 13 closing their positions.
255% more call options, than puts
Call options by funds: $6.2M | Put options by funds: $1.75M
200% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 13
17% more funds holding
Funds holding: 148 → 173 (+25)
16% more capital invested
Capital invested by funds: $795M → $919M (+$124M)
0.19% less ownership
Funds ownership: 76.96% → 76.77% (-0.19%)
9% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$12.4M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$10.2M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$8.47M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.35M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$5.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$15.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$8.91M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$5.81M |
| 4 |
TCM
Tygh Capital Management
Portland,
Oregon
|
-$5.79M |
| 5 |
Bank of New York Mellon
New York
|
-$5.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EMFAT
176
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| – | -$3.69M | -128,042 | Closed |
|
|
WAOTB
177
Wealth Advisors of Tampa Bay
Tampa,
Florida
| – | -$2.4M | -82,983 | Closed |
|
|
JCM
178
JS Capital Management
New York
| – | -$450K | -15,606 | Closed |
|
|
ACM
179
AlphaCrest Capital Management
New York
| – | -$384K | -13,300 | Closed |
|
|
CMANY
180
Capital Management Associates (New York)
New York
| – | -$260K | -9,000 | Closed |
|
|
WSC
181
Wellington Shields & Co
New York
| – | -$260K | -9,000 | Closed |
|
182
Axa
Paris,
France
| – | -$237K | -8,214 | Closed |
|
183
Simplex Trading
Chicago,
Illinois
| – | -$53.7K | -1,657 | Closed |
|
184
Group One Trading
Chicago,
Illinois
| – | -$3.24K | -100 | Closed |
|
HEES Hedge Fund Activity: Q4 2019 in Review
173 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2019, worth a combined $919M — up 16% from $795M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new HEES positions and 13 closed out — a net gain of 26 holders — while 53 added to existing stakes and 58 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $12.4M. The largest seller was SG Capital Management, exiting entirely with an estimated $15.7M sold.
- 173 institutional investors held H&E Equipment Services (HEES) as of Q4 2019, up from 148 in Q3 2019.
- Funds reported $919M of H&E Equipment Services stock for Q4 2019, up 16% quarter-over-quarter.
- 39 funds opened new H&E Equipment Services positions in Q4 2019 and 13 closed out, a net change of +26 holders.
- The largest H&E Equipment Services buyer in Q4 2019 was Goldman Sachs, an estimated $12.4M added.
- The largest H&E Equipment Services seller in Q4 2019 was SG Capital Management, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2019.