H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
172 hedge funds and large institutions have $1.07B invested in H&E Equipment Services in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 23 closing their positions.
62% more call options, than puts
Call options by funds: $7.36M | Put options by funds: $4.54M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
4% more funds holding
Funds holding: 165 → 172 (+7)
2.06% more ownership
Funds ownership: 75.98% → 78.04% (+2.1%)
3% less capital invested
Capital invested by funds: $1.1B → $1.07B (-$29.4M)
13% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$27.5M |
| 2 |
Goldman Sachs
New York
|
+$15M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$12.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.86M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
+$5.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$17.8M |
| 2 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$7.29M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$5.38M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$4.74M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$4.02M |
HEES Hedge Fund Activity: Q1 2018 in Review
172 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2018, worth a combined $1.07B — down 2.7% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new HEES positions and 23 closed out — a net gain of 10 holders — while 56 added to existing stakes and 64 trimmed.
The largest buyer was Bank of America, adding an estimated $27.5M. The largest seller was Victory Capital Management, cutting an estimated $17.8M.
- 172 institutional investors held H&E Equipment Services (HEES) as of Q1 2018, up from 165 in Q4 2017.
- Funds reported $1.07B of H&E Equipment Services stock for Q1 2018, down 2.7% quarter-over-quarter.
- 33 funds opened new H&E Equipment Services positions in Q1 2018 and 23 closed out, a net change of +10 holders.
- The largest H&E Equipment Services buyer in Q1 2018 was Bank of America, an estimated $27.5M added.
- The largest H&E Equipment Services seller in Q1 2018 was Victory Capital Management, an estimated $17.8M sold.
Based on aggregated 13F filings for Q1 2018.