H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
128 hedge funds and large institutions have $440M invested in H&E Equipment Services in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 21 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 38
1% less funds holding
Funds holding: 129 → 128 (-1)
5% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 21
13% less capital invested
Capital invested by funds: $506M → $440M (-$66M)
48% less call options, than puts
Call options by funds: $1.63M | Put options by funds: $3.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$6.31M |
| 2 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$4.86M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$3.88M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.31M |
| 5 |
TCM
Tygh Capital Management
Portland,
Oregon
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$11.4M |
| 2 |
ECP
Elk Creek Partners
Denver,
Colorado
|
-$9.8M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$7.03M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.77M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$3.21M |
HEES Hedge Fund Activity: Q3 2016 in Review
128 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2016, worth a combined $440M — down 13% from $506M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of HEES and 20 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 48 added.
The largest buyer was Adage Capital Partners, opening a new position worth an estimated $6.31M. The largest seller was Thompson Siegel & Walmsley, exiting entirely with an estimated $11.4M sold.
- 128 institutional investors held H&E Equipment Services (HEES) as of Q3 2016, down from 129 in Q2 2016.
- Funds reported $440M of H&E Equipment Services stock for Q3 2016, down 13% quarter-over-quarter.
- 20 funds opened new H&E Equipment Services positions in Q3 2016 and 21 closed out, a net change of -1 holder.
- The largest H&E Equipment Services buyer in Q3 2016 was Adage Capital Partners, an estimated $6.31M added.
- The largest H&E Equipment Services seller in Q3 2016 was Thompson Siegel & Walmsley, an estimated $11.4M sold.
Based on aggregated 13F filings for Q3 2016.