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HEES

H&E Equipment Services

Delisted

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

173 hedge funds and large institutions have $919M invested in H&E Equipment Services in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $6.2M | Put options by funds: $1.75M

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

17% more funds holding

Funds holding: 148173 (+25)

16% more capital invested

Capital invested by funds: $795M → $919M (+$124M)

0.19% less ownership

Funds ownership: 76.96%76.77% (-0.19%)

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
53
Reduced
58
Closed
13
Calls
$6.2M
Puts
$1.75M
Net Calls
+$4.46M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$106M +$2.28M +70,270 +2%
BlackRock
2
BlackRock
New York
$95.8M +$537K +16,547 +0.6%
ClearBridge Investments
3
ClearBridge Investments
New York
$76.4M -$89K -2,743 -0.1%
Macquarie Group
4
Macquarie Group
Australia
$61.8M -$2.08M -64,200 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.2M -$602K -18,548 -1%
Goldman Sachs
6
Goldman Sachs
New York
$52.2M +$12.4M +380,990 +32%
AllianceBernstein
7
AllianceBernstein
Tennessee
$49.6M +$2.26M +69,658 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$40M +$1.75M +53,896 +5%
State Street
9
State Street
Massachusetts
$22.6M +$37.7K +1,162 +0.2%
Norges Bank
10
Norges Bank
Norway
$22.2M
GIP
11
Granite Investment Partners
California
$21M +$8.47M +261,025 +71%
Northern Trust
12
Northern Trust
Illinois
$17.3M -$41.4K -1,277 -0.2%
Bank of America
13
Bank of America
North Carolina
$16M -$1.82M -56,135 -10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$14.6M +$64.3K +1,982 +0.5%
Charles Schwab
15
Charles Schwab
California
$12.7M -$341K -10,528 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.5M -$5.61M -173,009 -32%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$12.1M +$8.35M +257,349 +249%
Deutsche Bank
18
Deutsche Bank
Germany
$11.6M -$107K -3,298 -0.9%
GWM
19
Geneos Wealth Management
Colorado
$10.5M -$454K -14,000 -4%
DCM
20
Driehaus Capital Management
Illinois
$10.5M +$10.2M +313,084 New
N
21
Nuveen
North Carolina
$9.54M -$109K -3,364 -1%
TCM
22
Tygh Capital Management
Oregon
$8.44M -$5.79M -178,368 -41%
Wells Fargo
23
Wells Fargo
California
$8.06M -$689K -21,242 -8%
Marshall Wace
24
Marshall Wace
United Kingdom
$6.48M -$1.03M -31,636 -14%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$6.13M

HEES Hedge Fund Activity: Q4 2019 in Review

173 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2019, worth a combined $919M — up 16% from $795M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HEES positions and 13 closed out — a net gain of 26 holders — while 53 added to existing stakes and 58 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.4M. The largest seller was SG Capital Management, exiting entirely with an estimated $15.7M sold.

  • 173 institutional investors held H&E Equipment Services (HEES) as of Q4 2019, up from 148 in Q3 2019.
  • Funds reported $919M of H&E Equipment Services stock for Q4 2019, up 16% quarter-over-quarter.
  • 39 funds opened new H&E Equipment Services positions in Q4 2019 and 13 closed out, a net change of +26 holders.
  • The largest H&E Equipment Services buyer in Q4 2019 was Goldman Sachs, an estimated $12.4M added.
  • The largest H&E Equipment Services seller in Q4 2019 was SG Capital Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2019.