H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
115 hedge funds and large institutions have $465M invested in H&E Equipment Services in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 34 reducing their positions, and 23 closing their positions.
162% more call options, than puts
Call options by funds: $2.65M | Put options by funds: $1.01M
44% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 34
3% less capital invested
Capital invested by funds: $478M → $465M (-$13.6M)
7% less funds holding
Funds holding: 123 → 115 (-8)
22% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 23
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$7.35M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.76M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.14M |
| 4 |
JP Morgan Chase
New York
|
+$1.91M |
| 5 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAMC
Western Asset Management Company
Pasadena,
California
|
-$7M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$6.26M |
| 3 |
Millennium Management
New York
|
-$3.52M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$2.6M |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$2.23M |
HEES Hedge Fund Activity: Q1 2016 in Review
115 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2016, worth a combined $465M — down 2.8% from $478M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of HEES and 18 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 49 added.
The largest buyer was Chartwell Investment Partners, adding an estimated $7.35M. The largest seller was Western Asset Management Company, exiting entirely with an estimated $7M sold.
- 115 institutional investors held H&E Equipment Services (HEES) as of Q1 2016, down from 123 in Q4 2015.
- Funds reported $465M of H&E Equipment Services stock for Q1 2016, down 2.8% quarter-over-quarter.
- 18 funds opened new H&E Equipment Services positions in Q1 2016 and 23 closed out, a net change of -5 holders.
- The largest H&E Equipment Services buyer in Q1 2016 was Chartwell Investment Partners, an estimated $7.35M added.
- The largest H&E Equipment Services seller in Q1 2016 was Western Asset Management Company, an estimated $7M sold.
Based on aggregated 13F filings for Q1 2016.