H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
135 hedge funds and large institutions have $529M invested in H&E Equipment Services in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 45 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 43
6.81% less ownership
Funds ownership: 79.34% → 72.53% (-6.8%)
12% less funds holding
Funds holding: 154 → 135 (-19)
42% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 45
48% less call options, than puts
Call options by funds: $2.35M | Put options by funds: $4.5M
51% less capital invested
Capital invested by funds: $1.07B → $529M (-$541M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$11.6M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.87M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$9.1M |
| 4 |
BCMNY
Buckingham Capital Management (New York)
New York
|
+$8.65M |
| 5 |
ClearBridge Investments
New York
|
+$7.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$33.1M |
| 2 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$20.3M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$11.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$11.5M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$11.1M |
HEES Hedge Fund Activity: Q4 2018 in Review
135 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2018, worth a combined $529M — down 51% from $1.07B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of HEES and 26 opened new positions — a net loss of 19 holders — while 43 trimmed existing stakes and 49 added.
The largest buyer was Marshall Wace, opening a new position worth an estimated $11.6M. The largest seller was Victory Capital Management, cutting an estimated $33.1M.
- 135 institutional investors held H&E Equipment Services (HEES) as of Q4 2018, down from 154 in Q3 2018.
- Funds reported $529M of H&E Equipment Services stock for Q4 2018, down 51% quarter-over-quarter.
- 26 funds opened new H&E Equipment Services positions in Q4 2018 and 45 closed out, a net change of -19 holders.
- The largest H&E Equipment Services buyer in Q4 2018 was Marshall Wace, an estimated $11.6M added.
- The largest H&E Equipment Services seller in Q4 2018 was Victory Capital Management, an estimated $33.1M sold.
Based on aggregated 13F filings for Q4 2018.