H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
133 hedge funds and large institutions have $549M invested in H&E Equipment Services in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 32 closing their positions.
67% more call options, than puts
Call options by funds: $2.32M | Put options by funds: $1.39M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.37% less ownership
Funds ownership: 75.96% → 75.59% (-0.37%)
4% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 49
10% less funds holding
Funds holding: 148 → 133 (-15)
17% less capital invested
Capital invested by funds: $663M → $549M (-$114M)
47% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$19.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$15.9M |
| 3 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
|
+$8.36M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$6.46M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$5.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$17.6M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$9.07M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$7.95M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$7.02M |
| 5 |
FAM
Fred Alger Management
New York
|
-$6.41M |
HEES Hedge Fund Activity: Q2 2017 in Review
133 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2017, worth a combined $549M — down 17% from $663M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of HEES and 17 opened new positions — a net loss of 15 holders — while 49 trimmed existing stakes and 47 added.
The largest buyer was SG Capital Management, opening a new position worth an estimated $19.3M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $17.6M sold.
- 133 institutional investors held H&E Equipment Services (HEES) as of Q2 2017, down from 148 in Q1 2017.
- Funds reported $549M of H&E Equipment Services stock for Q2 2017, down 17% quarter-over-quarter.
- 17 funds opened new H&E Equipment Services positions in Q2 2017 and 32 closed out, a net change of -15 holders.
- The largest H&E Equipment Services buyer in Q2 2017 was SG Capital Management, an estimated $19.3M added.
- The largest H&E Equipment Services seller in Q2 2017 was OppenheimerFunds, an estimated $17.6M sold.
Based on aggregated 13F filings for Q2 2017.