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HEES

H&E Equipment Services

Delisted

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

148 hedge funds and large institutions have $795M invested in H&E Equipment Services in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $5.54M | Put options by funds: $2.59M

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

1.2% more ownership

Funds ownership: 75.76%76.96% (+1.2%)

1% more capital invested

Capital invested by funds: $789M → $795M (+$5.96M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 150148 (-2)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
54
Reduced
48
Closed
24
Calls
$5.54M
Puts
$2.59M
Net Calls
+$2.95M
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$89.3M +$140K +5,189 +0.2%
BlackRock
2
BlackRock
New York
$82.3M +$4.41M +163,192 +6%
ClearBridge Investments
3
ClearBridge Investments
New York
$66.8M +$230K +8,514 +0.4%
Macquarie Group
4
Macquarie Group
Australia
$55.2M +$1.9M +70,100 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$47.4M -$226K -8,346 -0.5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$40.8M +$5.67M +209,680 +17%
Goldman Sachs
7
Goldman Sachs
New York
$34.1M -$1.32M -48,740 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$32.9M -$2.48M -91,608 -7%
State Street
9
State Street
Massachusetts
$19.5M +$53.9K +1,995 +0.3%
Norges Bank
10
Norges Bank
Norway
$19.2M +$285K +10,524 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$15.8M +$1.04M +38,446 +8%
SCM
12
SG Capital Management
Illinois
$15.7M +$3.04M +112,617 +26%
Bank of America
13
Bank of America
North Carolina
$15.5M +$339K +12,547 +2%
Northern Trust
14
Northern Trust
Illinois
$15M +$2.92M +108,002 +26%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.5M +$409K +15,128 +4%
TCM
16
Tygh Capital Management
Oregon
$12.4M +$1.04M +38,283 +10%
Charles Schwab
17
Charles Schwab
California
$11.3M +$374K +13,842 +4%
GIP
18
Granite Investment Partners
California
$10.6M +$9.96M +368,544 New
Deutsche Bank
19
Deutsche Bank
Germany
$10.2M -$3.52M -130,317 -27%
GWM
20
Geneos Wealth Management
Colorado
$9.48M
American Century Companies
21
American Century Companies
Missouri
$8.79M +$820K +30,335 +11%
N
22
Nuveen
North Carolina
$8.33M +$51.1K +1,891 +0.7%
Wells Fargo
23
Wells Fargo
California
$7.57M -$1.71M -63,389 -19%
Marshall Wace
24
Marshall Wace
United Kingdom
$6.51M +$3.05M +112,623 +100%
Millennium Management
25
Millennium Management
New York
$5.87M -$1.79M -66,260 -25%

HEES Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2019, worth a combined $795M — up 0.76% from $789M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of HEES and 22 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 54 added.

The largest buyer was Granite Investment Partners, opening a new position worth an estimated $9.96M. The largest seller was Emerald Advisers, cutting an estimated $9.51M.

  • 148 institutional investors held H&E Equipment Services (HEES) as of Q3 2019, down from 150 in Q2 2019.
  • Funds reported $795M of H&E Equipment Services stock for Q3 2019, up 0.76% quarter-over-quarter.
  • 22 funds opened new H&E Equipment Services positions in Q3 2019 and 24 closed out, a net change of -2 holders.
  • The largest H&E Equipment Services buyer in Q3 2019 was Granite Investment Partners, an estimated $9.96M added.
  • The largest H&E Equipment Services seller in Q3 2019 was Emerald Advisers, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2019.