H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
154 hedge funds and large institutions have $1.07B invested in H&E Equipment Services in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 32 closing their positions.
104% more call options, than puts
Call options by funds: $3.97M | Put options by funds: $1.95M
1% more capital invested
Capital invested by funds: $1.05B → $1.07B (+$15.3M)
0.79% more ownership
Funds ownership: 78.55% → 79.34% (+0.79%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 162 → 154 (-8)
11% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 55
22% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$19.5M |
| 2 |
BlackRock
New York
|
+$11.8M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$11.1M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$5.63M |
| 5 |
JP Morgan Chase
New York
|
+$5.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.3M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$10.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.84M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$5.16M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$3.65M |
HEES Hedge Fund Activity: Q3 2018 in Review
154 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2018, worth a combined $1.07B — up 1.5% from $1.05B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of HEES and 25 opened new positions — a net loss of 7 holders — while 55 trimmed existing stakes and 49 added.
The largest buyer was Copper Rock Capital Partners, opening a new position worth an estimated $19.5M. The largest seller was Balyasny Asset Management, cutting an estimated $11.3M.
- 154 institutional investors held H&E Equipment Services (HEES) as of Q3 2018, down from 162 in Q2 2018.
- Funds reported $1.07B of H&E Equipment Services stock for Q3 2018, up 1.5% quarter-over-quarter.
- 25 funds opened new H&E Equipment Services positions in Q3 2018 and 32 closed out, a net change of -7 holders.
- The largest H&E Equipment Services buyer in Q3 2018 was Copper Rock Capital Partners, an estimated $19.5M added.
- The largest H&E Equipment Services seller in Q3 2018 was Balyasny Asset Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2018.