H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
157 hedge funds and large institutions have $1.23B invested in H&E Equipment Services in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 21 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $2.11M
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
35% more capital invested
Capital invested by funds: $912M → $1.23B (+$317M)
5% more funds holding
Funds holding: 150 → 157 (+7)
4.29% more ownership
Funds ownership: 72.77% → 77.07% (+4.3%)
14% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 57
Top Buyers
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$37.6M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$34.5M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$14.1M |
| 4 |
TCM
Tygh Capital Management
Portland,
Oregon
|
+$11.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.74M |
Top Sellers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$15.1M |
| 2 |
Millennium Management
New York
|
-$14.1M |
| 3 |
Goldman Sachs
New York
|
-$8.25M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$6.18M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$5.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
First Manhattan
New York
| – | -$5K | -150 | Closed |
|
|
C
177
Covestor
London,
United Kingdom
| – | +$393 | +9 | New |
|
HEES Hedge Fund Activity: Q4 2021 in Review
157 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2021, worth a combined $1.23B — up 35% from $912M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new HEES positions and 21 closed out — a net gain of 8 holders — while 49 added to existing stakes and 57 trimmed.
The largest buyer was American Century Companies, adding an estimated $37.6M. The largest seller was Bank of Montreal, exiting entirely with an estimated $15.1M sold.
- 157 institutional investors held H&E Equipment Services (HEES) as of Q4 2021, up from 150 in Q3 2021.
- Funds reported $1.23B of H&E Equipment Services stock for Q4 2021, up 35% quarter-over-quarter.
- 29 funds opened new H&E Equipment Services positions in Q4 2021 and 21 closed out, a net change of +8 holders.
- The largest H&E Equipment Services buyer in Q4 2021 was American Century Companies, an estimated $37.6M added.
- The largest H&E Equipment Services seller in Q4 2021 was Bank of Montreal, an estimated $15.1M sold.
Based on aggregated 13F filings for Q4 2021.