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HEES

H&E Equipment Services

Delisted

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

116 hedge funds and large institutions have $768M invested in H&E Equipment Services in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

591% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $310K

29% more capital invested

Capital invested by funds: $594M → $768M (+$174M)

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 116116 (0)

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
49
Reduced
44
Closed
10
Calls
$2.14M
Puts
$310K
Net Calls
+$1.83M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAM
1
Columbia Wanger Asset Management
Illinois
$116M -$1.09M -45,764 -1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$57.6M -$118K -4,940 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$47.7M -$689K -28,938 -2%
O
4
OppenheimerFunds
New York
$47.4M +$2.43M +102,270 +6%
NCGI
5
Next Century Growth Investors
Minnesota
$46.5M -$77.7K -3,267 -0.2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$42.7M +$1.02M +42,682 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$28.3M -$510K -21,415 -2%
ClearBridge Investments
8
ClearBridge Investments
New York
$27.5M +$6.79M +285,109 +38%
GC
9
GW Capital
Washington
$24.6M -$1.23M -51,745 -5%
BIT
10
BlackRock Institutional Trust
California
$23M +$442K +18,567 +2%
TSW
11
Thompson Siegel & Walmsley
Virginia
$20.3M +$3.34M +140,154 +22%
BFA
12
BlackRock Fund Advisors
California
$20.3M +$2.19M +92,138 +14%
CIP
13
Chartwell Investment Partners
Pennsylvania
$19.6M -$464K -19,515 -3%
FMA
14
Fiduciary Management Associates
Illinois
$15.1M +$512K +21,520 +4%
State Street
15
State Street
Massachusetts
$14.2M +$141K +5,935 +1%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$13.2M -$1.58M -66,345 -12%
Northern Trust
17
Northern Trust
Illinois
$11.3M +$382K +16,036 +4%
Norges Bank
18
Norges Bank
Norway
$9.64M
CM
19
Castleark Management
Illinois
$8.96M +$5.29M +222,338 New
CCM
20
Cadence Capital Management
Massachusetts
$8.56M -$1.75M -73,630 -19%
Ameriprise
21
Ameriprise
Minnesota
$7.8M -$107K -4,517 -2%
Allianz Asset Management
22
Allianz Asset Management
Germany
$7.6M -$690K -28,984 -9%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$7.51M -$28.5K -1,198 -0.4%
EA
24
Emerald Advisers
Pennsylvania
$7.35M +$348K +14,608 +6%
TG
25
TCW Group
California
$6.63M -$2.03M -85,333 -25%

HEES Hedge Fund Activity: Q3 2013 in Review

116 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2013, worth a combined $768M — up 29% from $594M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HEES positions and 10 closed out — a net gain of 1 holder — while 49 added to existing stakes and 44 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $6.79M. The largest seller was State of Wisconsin Investment Board, cutting an estimated $3.38M.

  • 116 institutional investors held H&E Equipment Services (HEES) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $768M of H&E Equipment Services stock for Q3 2013, up 29% quarter-over-quarter.
  • 11 funds opened new H&E Equipment Services positions in Q3 2013 and 10 closed out, a net change of +1 holder.
  • The largest H&E Equipment Services buyer in Q3 2013 was ClearBridge Investments, an estimated $6.79M added.
  • The largest H&E Equipment Services seller in Q3 2013 was State of Wisconsin Investment Board, an estimated $3.38M sold.

Based on aggregated 13F filings for Q3 2013.