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HEES

H&E Equipment Services

Delisted

HEES was delisted on the 30th of May, 2025.

149 hedge funds and large institutions have $792M invested in H&E Equipment Services in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $2.73M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

44% more capital invested

Capital invested by funds: $549M → $792M (+$243M)

12% more funds holding

Funds holding: 133149 (+16)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

0.65% more ownership

Funds ownership: 75.59%76.24% (+0.65%)

Holders
149
Holders Change
+16
Holders Change %
+12.03%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
41
Increased
46
Reduced
43
Closed
24
Calls
$14.4M
Puts
$2.73M
Net Calls
+$11.7M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$81.1M +$431K +18,551 +0.7%
Macquarie Group
2
Macquarie Group
Australia
$75.5M +$4.5M +193,563 +8%
BlackRock
3
BlackRock
New York
$58.3M +$2.06M +88,847 +5%
Victory Capital Management
4
Victory Capital Management
Texas
$54.5M -$9.8M -422,018 -18%
ClearBridge Investments
5
ClearBridge Investments
New York
$52.9M -$2.59M -111,588 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$48.3M -$249K -10,720 -0.6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$42.5M -$1.93M -82,919 -5%
JP Morgan Chase
8
JP Morgan Chase
New York
$20.9M +$765K +32,916 +5%
SFM
9
Systematic Financial Management
New Jersey
$19.8M +$5.92M +254,985 +60%
State Street
10
State Street
Massachusetts
$18.6M -$191K -8,224 -1%
IECM
11
Intrinsic Edge Capital Management
Illinois
$16.1M +$8.73M +375,928 +216%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$14M -$1.68M -72,279 -13%
EA
13
Emerald Advisers
Pennsylvania
$12.6M +$10.1M +433,070 New
Millennium Management
14
Millennium Management
New York
$11.7M +$8.92M +384,165 +2,364%
Northern Trust
15
Northern Trust
Illinois
$11.6M -$856K -36,856 -8%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.4M +$9.09M +391,386 New
ACH
17
ArrowMark Colorado Holdings
Colorado
$11.4M +$2.27M +97,613 +33%
BCMNY
18
Buckingham Capital Management (New York)
New York
$9.43M -$3.72M -160,316 -33%
TCM
19
Tygh Capital Management
Oregon
$9.09M +$7.23M +311,293 New
Charles Schwab
20
Charles Schwab
California
$8.35M +$5.64K +243 +0.1%
FAM
21
Fred Alger Management
New York
$8.1M -$55.8K -2,402 -0.9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.07M +$105K +4,503 +2%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$7.92M +$1.37M +58,976 +28%
DCM
24
Driehaus Capital Management
Illinois
$7.82M +$6.22M +267,687 New
Norges Bank
25
Norges Bank
Norway
$6.65M +$941K +40,496 +22%

HEES Hedge Fund Activity: Q3 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2017, worth a combined $792M — up 44% from $549M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HEES positions and 24 closed out — a net gain of 17 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Emerald Advisers, opening a new position worth an estimated $10.1M. The largest seller was SG Capital Management, exiting entirely with an estimated $18.8M sold.

  • 149 institutional investors held H&E Equipment Services (HEES) as of Q3 2017, up from 133 in Q2 2017.
  • Funds reported $792M of H&E Equipment Services stock for Q3 2017, up 44% quarter-over-quarter.
  • 41 funds opened new H&E Equipment Services positions in Q3 2017 and 24 closed out, a net change of +17 holders.
  • The largest H&E Equipment Services buyer in Q3 2017 was Emerald Advisers, an estimated $10.1M added.
  • The largest H&E Equipment Services seller in Q3 2017 was SG Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2017.