H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
165 hedge funds and large institutions have $1.1B invested in H&E Equipment Services in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 16 closing their positions.
106% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 16
39% more capital invested
Capital invested by funds: $792M → $1.1B (+$308M)
37% more call options, than puts
Call options by funds: $7.6M | Put options by funds: $5.54M
11% more funds holding
Funds holding: 149 → 165 (+16)
0.27% less ownership
Funds ownership: 76.24% → 75.98% (-0.27%)
14% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 64
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$25.4M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$17.1M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$11.5M |
| 4 |
JP Morgan Chase
New York
|
+$4.79M |
| 5 |
BlackRock
New York
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$20.8M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$14.6M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$14.5M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$12.6M |
| 5 |
BCMNY
Buckingham Capital Management (New York)
New York
|
-$8.24M |
HEES Hedge Fund Activity: Q4 2017 in Review
165 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2017, worth a combined $1.1B — up 39% from $792M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new HEES positions and 16 closed out — a net gain of 17 holders — while 55 added to existing stakes and 64 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $25.4M. The largest seller was Macquarie Group, cutting an estimated $20.8M.
- 165 institutional investors held H&E Equipment Services (HEES) as of Q4 2017, up from 149 in Q3 2017.
- Funds reported $1.1B of H&E Equipment Services stock for Q4 2017, up 39% quarter-over-quarter.
- 33 funds opened new H&E Equipment Services positions in Q4 2017 and 16 closed out, a net change of +17 holders.
- The largest H&E Equipment Services buyer in Q4 2017 was Goldman Sachs, an estimated $25.4M added.
- The largest H&E Equipment Services seller in Q4 2017 was Macquarie Group, an estimated $20.8M sold.
Based on aggregated 13F filings for Q4 2017.