H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
148 hedge funds and large institutions have $663M invested in H&E Equipment Services in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 62 reducing their positions, and 23 closing their positions.
94% more call options, than puts
Call options by funds: $6.37M | Put options by funds: $3.28M
13% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 23
4% more capital invested
Capital invested by funds: $639M → $663M (+$23.3M)
1.39% less ownership
Funds ownership: 77.35% → 75.96% (-1.4%)
3% less funds holding
Funds holding: 152 → 148 (-4)
34% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$47.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$21.2M |
| 3 |
FAM
Fred Alger Management
New York
|
+$14.3M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$11.6M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$9.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$14.9M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$7.92M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$7.46M |
| 4 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$6.01M |
| 5 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$5.82M |
HEES Hedge Fund Activity: Q1 2017 in Review
148 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2017, worth a combined $663M — up 3.6% from $639M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HEES positions and 23 closed out — a net gain of 3 holders — while 41 added to existing stakes and 62 trimmed.
The largest buyer was BlackRock, adding an estimated $47.3M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $14.9M sold.
- 148 institutional investors held H&E Equipment Services (HEES) as of Q1 2017, down from 152 in Q4 2016.
- Funds reported $663M of H&E Equipment Services stock for Q1 2017, up 3.6% quarter-over-quarter.
- 26 funds opened new H&E Equipment Services positions in Q1 2017 and 23 closed out, a net change of +3 holders.
- The largest H&E Equipment Services buyer in Q1 2017 was BlackRock, an estimated $47.3M added.
- The largest H&E Equipment Services seller in Q1 2017 was Adage Capital Partners, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2017.