H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
139 hedge funds and large institutions have $529M invested in H&E Equipment Services in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 30 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 55
8% less funds holding
Funds holding: 151 → 139 (-12)
22% less call options, than puts
Call options by funds: $2.44M | Put options by funds: $3.14M
27% less capital invested
Capital invested by funds: $721M → $529M (-$192M)
40% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
+$15.8M |
| 2 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$9.9M |
| 3 |
WAMC
Western Asset Management Company
Pasadena,
California
|
+$7.86M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.62M |
| 5 |
Millennium Management
New York
|
+$5.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
RS Investment Management
San Francisco,
California
|
-$19.3M |
| 2 |
JP Morgan Chase
New York
|
-$14.3M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$12.2M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$11.7M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$11.6M |
HEES Hedge Fund Activity: Q2 2015 in Review
139 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2015, worth a combined $529M — down 27% from $721M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of HEES and 18 opened new positions — a net loss of 12 holders — while 55 trimmed existing stakes and 53 added.
The largest buyer was Weatherbie Capital, adding an estimated $15.8M. The largest seller was RS Investment Management, exiting entirely with an estimated $19.3M sold.
- 139 institutional investors held H&E Equipment Services (HEES) as of Q2 2015, down from 151 in Q1 2015.
- Funds reported $529M of H&E Equipment Services stock for Q2 2015, down 27% quarter-over-quarter.
- 18 funds opened new H&E Equipment Services positions in Q2 2015 and 30 closed out, a net change of -12 holders.
- The largest H&E Equipment Services buyer in Q2 2015 was Weatherbie Capital, an estimated $15.8M added.
- The largest H&E Equipment Services seller in Q2 2015 was RS Investment Management, an estimated $19.3M sold.
Based on aggregated 13F filings for Q2 2015.