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HEES

H&E Equipment Services

Delisted

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

140 hedge funds and large institutions have $663M invested in H&E Equipment Services in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $8.08M | Put options by funds: $4.58M

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

25% more capital invested

Capital invested by funds: $529M → $663M (+$134M)

4% more funds holding

Funds holding: 135140 (+5)

1.32% more ownership

Funds ownership: 72.53%73.85% (+1.3%)

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
41
Reduced
55
Closed
16
Calls
$8.08M
Puts
$4.58M
Net Calls
+$3.5M
Net Calls Change
+$5.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$77M +$526K +19,995 +0.7%
BlackRock
2
BlackRock
New York
$62.5M -$2.44M -92,717 -4%
ClearBridge Investments
3
ClearBridge Investments
New York
$57.2M +$1.53M +58,077 +3%
Macquarie Group
4
Macquarie Group
Australia
$46M +$2.54M +96,674 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41.5M -$70.1K -2,665 -0.2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$39.1M -$3.5M -133,017 -8%
Goldman Sachs
7
Goldman Sachs
New York
$29.7M -$2.5M -94,869 -7%
JP Morgan Chase
8
JP Morgan Chase
New York
$28.4M +$2.92M +111,052 +11%
Norges Bank
9
Norges Bank
Norway
$16.4M -$1.29M -48,971 -7%
State Street
10
State Street
Massachusetts
$16.3M -$510K -19,387 -3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$16M +$1.97M +74,953 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$12.6M +$378K +14,378 +3%
Deutsche Bank
13
Deutsche Bank
Germany
$12.3M +$11.6M +441,443 +915%
EA
14
Emerald Advisers
Pennsylvania
$12.2M -$13.8K -525 -0.1%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.6M
Northern Trust
16
Northern Trust
Illinois
$10.2M -$240K -9,109 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$9.83M +$625K +23,763 +6%
BCMNY
18
Buckingham Capital Management (New York)
New York
$9.74M +$920K +34,992 +10%
Charles Schwab
19
Charles Schwab
California
$9.37M +$972K +36,952 +11%
Marshall Wace
20
Marshall Wace
United Kingdom
$8.82M -$3.24M -123,354 -26%
GWM
21
Geneos Wealth Management
Colorado
$8.24M
TCM
22
Tygh Capital Management
Oregon
$8.22M +$2.11M +80,343 +33%
Bank of America
23
Bank of America
North Carolina
$8.01M -$198K -7,541 -2%
Wells Fargo
24
Wells Fargo
California
$6.21M +$2.86M +108,815 +79%
TAM
25
THB Asset Management
Connecticut
$4.86M +$5.09M +193,593 New

HEES Hedge Fund Activity: Q1 2019 in Review

140 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2019, worth a combined $663M — up 25% from $529M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HEES positions and 16 closed out — a net gain of 5 holders — while 41 added to existing stakes and 55 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $11.6M. The largest seller was Intrinsic Edge Capital Management, cutting an estimated $7.14M.

  • 140 institutional investors held H&E Equipment Services (HEES) as of Q1 2019, up from 135 in Q4 2018.
  • Funds reported $663M of H&E Equipment Services stock for Q1 2019, up 25% quarter-over-quarter.
  • 21 funds opened new H&E Equipment Services positions in Q1 2019 and 16 closed out, a net change of +5 holders.
  • The largest H&E Equipment Services buyer in Q1 2019 was Deutsche Bank, an estimated $11.6M added.
  • The largest H&E Equipment Services seller in Q1 2019 was Intrinsic Edge Capital Management, an estimated $7.14M sold.

Based on aggregated 13F filings for Q1 2019.