H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
152 hedge funds and large institutions have $639M invested in H&E Equipment Services in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 20 closing their positions.
250% more call options, than puts
Call options by funds: $8.01M | Put options by funds: $2.29M
130% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 20
77.35% more ownership
Funds ownership: 0% → 77.35% (+77%)
60% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 35
45% more capital invested
Capital invested by funds: $440M → $639M (+$199M)
19% more funds holding
Funds holding: 128 → 152 (+24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$11.9M |
| 2 |
O
OppenheimerFunds
New York
|
+$11.5M |
| 3 |
JP Morgan Chase
New York
|
+$10.8M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$9.83M |
| 5 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$7.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$56.9M |
| 2 |
Morgan Stanley
New York
|
-$4.49M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$4.27M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.85M |
| 5 |
TCM
Tygh Capital Management
Portland,
Oregon
|
-$3.14M |
HEES Hedge Fund Activity: Q4 2016 in Review
152 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2016, worth a combined $639M — up 45% from $440M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new HEES positions and 20 closed out — a net gain of 26 holders — while 56 added to existing stakes and 35 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $11.9M. The largest seller was Chartwell Investment Partners, cutting an estimated $56.9M.
- 152 institutional investors held H&E Equipment Services (HEES) as of Q4 2016, up from 128 in Q3 2016.
- Funds reported $639M of H&E Equipment Services stock for Q4 2016, up 45% quarter-over-quarter.
- 46 funds opened new H&E Equipment Services positions in Q4 2016 and 20 closed out, a net change of +26 holders.
- The largest H&E Equipment Services buyer in Q4 2016 was Victory Capital Management, an estimated $11.9M added.
- The largest H&E Equipment Services seller in Q4 2016 was Chartwell Investment Partners, an estimated $56.9M sold.
Based on aggregated 13F filings for Q4 2016.