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HEES

H&E Equipment Services

Delisted

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

150 hedge funds and large institutions have $789M invested in H&E Equipment Services in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $2.48M

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

19% more capital invested

Capital invested by funds: $663M → $789M (+$126M)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

7% more funds holding

Funds holding: 140150 (+10)

1.91% more ownership

Funds ownership: 73.85%75.76% (+1.9%)

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
3.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
52
Reduced
46
Closed
12
Calls
$5.44M
Puts
$2.48M
Net Calls
+$2.96M
Net Calls Change
-$541K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$89.8M +$639K +22,972 +0.7%
BlackRock
2
BlackRock
New York
$78.2M +$5.5M +197,731 +8%
ClearBridge Investments
3
ClearBridge Investments
New York
$67.1M +$801K +28,806 +1%
Macquarie Group
4
Macquarie Group
Australia
$53.6M +$288K +10,356 +0.6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$48M -$96K -3,452 -0.2%
JP Morgan Chase
6
JP Morgan Chase
New York
$36.1M +$2.8M +100,703 +9%
Goldman Sachs
7
Goldman Sachs
New York
$35.8M +$1.29M +46,381 +4%
AllianceBernstein
8
AllianceBernstein
Tennessee
$35M -$9.77M -351,327 -23%
State Street
9
State Street
Massachusetts
$19.6M +$649K +23,326 +4%
Norges Bank
10
Norges Bank
Norway
$19M
Bank of America
11
Bank of America
North Carolina
$15.2M +$5.68M +204,154 +64%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$14.8M +$199K +7,166 +1%
Deutsche Bank
13
Deutsche Bank
Germany
$14M -$211K -7,585 -2%
EA
14
Emerald Advisers
Pennsylvania
$14M -$152K -5,450 -1%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.4M
SCM
16
SG Capital Management
Illinois
$12.6M +$7.24M +260,116 +151%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$12.2M +$758K +27,256 +7%
Northern Trust
18
Northern Trust
Illinois
$11.9M +$144K +5,190 +1%
TCM
19
Tygh Capital Management
Oregon
$11.4M +$1.81M +65,084 +20%
Charles Schwab
20
Charles Schwab
California
$11M +$128K +4,595 +1%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$10.7M -$7.41M -266,494 -42%
GWM
22
Geneos Wealth Management
Colorado
$9.54M
Wells Fargo
23
Wells Fargo
California
$9.47M +$2.18M +78,429 +32%
N
24
Nuveen
North Carolina
$8.35M +$7.98M +286,843 New
American Century Companies
25
American Century Companies
Missouri
$7.98M +$2.27M +81,435 +42%

HEES Hedge Fund Activity: Q2 2019 in Review

150 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2019, worth a combined $789M — up 19% from $663M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HEES positions and 12 closed out — a net gain of 13 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $7.98M. The largest seller was Buckingham Capital Management (New York), cutting an estimated $10.1M.

  • 150 institutional investors held H&E Equipment Services (HEES) as of Q2 2019, up from 140 in Q1 2019.
  • Funds reported $789M of H&E Equipment Services stock for Q2 2019, up 19% quarter-over-quarter.
  • 25 funds opened new H&E Equipment Services positions in Q2 2019 and 12 closed out, a net change of +13 holders.
  • The largest H&E Equipment Services buyer in Q2 2019 was Nuveen, an estimated $7.98M added.
  • The largest H&E Equipment Services seller in Q2 2019 was Buckingham Capital Management (New York), an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.