H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
123 hedge funds and large institutions have $478M invested in H&E Equipment Services in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 14 closing their positions.
104% more call options, than puts
Call options by funds: $2.2M | Put options by funds: $1.08M
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
7% more capital invested
Capital invested by funds: $449M → $478M (+$29.4M)
6% more funds holding
Funds holding: 116 → 123 (+7)
7% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 41
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$10.1M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$5.07M |
| 3 |
Millennium Management
New York
|
+$2.84M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$2.73M |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
-$4.36M |
| 2 |
LCM
Lafitte Capital Management
Austin,
Texas
|
-$3.47M |
| 3 |
ABC
Anchor Bolt Capital
Chicago,
Illinois
|
-$3.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.82M |
| 5 |
GC
GW Capital
Bellevue,
Washington
|
-$1.93M |
HEES Hedge Fund Activity: Q4 2015 in Review
123 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2015, worth a combined $478M — up 6.6% from $449M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HEES positions and 14 closed out — a net gain of 7 holders — while 44 added to existing stakes and 41 trimmed.
The largest buyer was Chartwell Investment Partners, adding an estimated $10.1M. The largest seller was Weatherbie Capital, cutting an estimated $4.36M.
- 123 institutional investors held H&E Equipment Services (HEES) as of Q4 2015, up from 116 in Q3 2015.
- Funds reported $478M of H&E Equipment Services stock for Q4 2015, up 6.6% quarter-over-quarter.
- 21 funds opened new H&E Equipment Services positions in Q4 2015 and 14 closed out, a net change of +7 holders.
- The largest H&E Equipment Services buyer in Q4 2015 was Chartwell Investment Partners, an estimated $10.1M added.
- The largest H&E Equipment Services seller in Q4 2015 was Weatherbie Capital, an estimated $4.36M sold.
Based on aggregated 13F filings for Q4 2015.