H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
129 hedge funds and large institutions have $546M invested in H&E Equipment Services in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 15 closing their positions.
127% more call options, than puts
Call options by funds: $3.36M | Put options by funds: $1.48M
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
19% more capital invested
Capital invested by funds: $461M → $546M (+$85.5M)
12% more funds holding
Funds holding: 115 → 129 (+14)
5% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$40.5M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$6.95M |
| 3 |
BA
Boston Advisors
Boston,
Massachusetts
|
+$5.52M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$3.72M |
| 5 |
Goldman Sachs
New York
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$8.47M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$7.49M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$3.07M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$2.7M |
| 5 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
-$2.67M |
HEES Hedge Fund Activity: Q2 2016 in Review
129 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2016, worth a combined $546M — up 19% from $461M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new HEES positions and 15 closed out — a net gain of 14 holders — while 40 added to existing stakes and 38 trimmed.
The largest buyer was Macquarie Group, adding an estimated $40.5M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $8.47M sold.
- 129 institutional investors held H&E Equipment Services (HEES) as of Q2 2016, up from 115 in Q1 2016.
- Funds reported $546M of H&E Equipment Services stock for Q2 2016, up 19% quarter-over-quarter.
- 29 funds opened new H&E Equipment Services positions in Q2 2016 and 15 closed out, a net change of +14 holders.
- The largest H&E Equipment Services buyer in Q2 2016 was Macquarie Group, an estimated $40.5M added.
- The largest H&E Equipment Services seller in Q2 2016 was Loomis, Sayles & Company, an estimated $8.47M sold.
Based on aggregated 13F filings for Q2 2016.