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HEES

H&E Equipment Services
HEES

Delisted

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

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156 hedge funds and large institutions have $388M invested in H&E Equipment Services in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $968K | Put options by funds: $541K

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

2.98% less ownership

Funds ownership: 76.77% → 73.79% (-3%)

10% less funds holding

Funds holding: 173 → 156 (-17)

41% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 37

58% less capital invested

Capital invested by funds: $919M → $388M (-$531M)

Holders
156
Holders Change
-17
Holders Change %
-9.83%
% of All Funds
3.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
60
Reduced
52
Closed
37
Calls
$968K
Puts
$541K
Net Calls
+$427K
Net Calls Change
-$4.03M

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$29.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$8.26M
3
LOAMU
Lombard Odier Asset Management (USA)
New York
+$4.95M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.01M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.79M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$28.5M
2
Goldman Sachs
Goldman Sachs
New York
-$24.8M
3
DCM
Driehaus Capital Management
Illinois
-$10.5M
4
Macquarie Group
Macquarie Group
Australia
-$7.96M
5
TAM
THB Asset Management
Connecticut
-$5.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
176
Gotham Asset Management
New York
– -$277K -8,295 Closed
AAMU
177
Amundi Asset Management US
Massachusetts
– -$237K -7,075 Closed
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
– -$224K -6,707 Closed
BC
179
Burney Company
Virginia
– -$222K -6,635 Closed
JG
180
Jefferies Group
New York
– -$201K -6,019 Closed
CANY
181
Caxton Associates (New York)
New York
– -$201K -6,013 Closed
AA
182
Advisory Alpha
Michigan
– -$155K -5,100 Closed
WAS
183
Winch Advisory Services
Wisconsin
– -$69K -2,078 Closed
QT
184
Quantbot Technologies
New York
– -$67K -2,034 Closed
FGAM
185
Financial Gravity Asset Management
Texas
– -$20K -600 Closed
CAM
186
ClariVest Asset Management
California
– -$5.01K -207 -88%
CFG
187
Citizens Financial Group
Rhode Island
– -$5K -163 Closed
TRCT
188
Tower Research Capital (TRC)
New York
– -$5K -141 Closed
NFG
189
Next Financial Group
Texas
– -$2K -50 Closed
SFSIG
190
San Francisco Sentry Investment Group
California
– -$1K -35 Closed
4 5 6 7
8

HEES Hedge Fund Activity: Q1 2020 in Review

156 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2020, worth a combined $388M — down 58% from $919M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of HEES and 22 opened new positions — a net loss of 15 holders — while 52 trimmed existing stakes and 60 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $29.3M. The largest seller was JP Morgan Chase, cutting an estimated $28.5M.

  • 156 institutional investors held H&E Equipment Services (HEES) as of Q1 2020, down from 173 in Q4 2019.
  • Funds reported $388M of H&E Equipment Services stock for Q1 2020, down 58% quarter-over-quarter.
  • 22 funds opened new H&E Equipment Services positions in Q1 2020 and 37 closed out, a net change of -15 holders.
  • The largest H&E Equipment Services buyer in Q1 2020 was Adage Capital Partners, an estimated $29.3M added.
  • The largest H&E Equipment Services seller in Q1 2020 was JP Morgan Chase, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2020.