H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
161 hedge funds and large institutions have $1.18B invested in H&E Equipment Services in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 55 reducing their positions, and 18 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
22% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 18
13% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 55
11% more capital invested
Capital invested by funds: $1.07B → $1.18B (+$118M)
2% more funds holding
Funds holding: 158 → 161 (+3)
64% less call options, than puts
Call options by funds: $676K | Put options by funds: $1.87M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$16.6M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$16.1M |
| 3 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
|
+$12.9M |
| 4 |
RIM
RS Investment Management
San Francisco,
California
|
+$12.6M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$45.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$18.7M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$14.3M |
| 4 |
O
OppenheimerFunds
New York
|
-$14.1M |
| 5 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$7.42M |
HEES Hedge Fund Activity: Q3 2014 in Review
161 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2014, worth a combined $1.18B — up 11% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HEES positions and 18 closed out — a net gain of 4 holders — while 62 added to existing stakes and 55 trimmed.
The largest buyer was Wells Fargo, adding an estimated $16.6M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $45.8M sold.
- 161 institutional investors held H&E Equipment Services (HEES) as of Q3 2014, up from 158 in Q2 2014.
- Funds reported $1.18B of H&E Equipment Services stock for Q3 2014, up 11% quarter-over-quarter.
- 22 funds opened new H&E Equipment Services positions in Q3 2014 and 18 closed out, a net change of +4 holders.
- The largest H&E Equipment Services buyer in Q3 2014 was Wells Fargo, an estimated $16.6M added.
- The largest H&E Equipment Services seller in Q3 2014 was Columbia Wanger Asset Management, an estimated $45.8M sold.
Based on aggregated 13F filings for Q3 2014.