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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 $461M invested in H&E Equipment Services in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $3.34M | Put options by funds: $1.1M

19% more capital invested

Capital invested by funds: $388M → $461M (+$72.6M)

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

4.32% less ownership

Funds ownership: 73.79%69.47% (-4.3%)

5% less funds holding

Funds holding: 156148 (-8)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
148
Holders Change
-8
Holders Change %
-5.13%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
50
Closed
30
Calls
$3.34M
Puts
$1.1M
Net Calls
+$2.23M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$56.9M -$1.29M -81,085 -3%
BlackRock
2
BlackRock
New York
$53.6M +$1.61M +100,908 +4%
ClearBridge Investments
3
ClearBridge Investments
New York
$45.5M +$2.1M +131,964 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.8M +$464K +29,167 +2%
Macquarie Group
5
Macquarie Group
Australia
$28.1M +$27.6K +1,735 +0.1%
GIP
6
Granite Investment Partners
California
$15.9M +$4.68M +294,317 +52%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$15.1M -$6.24M -392,356 -32%
State Street
8
State Street
Massachusetts
$12.5M +$161K +10,125 +2%
Norges Bank
9
Norges Bank
Norway
$12M -$264K -16,567 -2%
Northern Trust
10
Northern Trust
Illinois
$10.8M +$1.03M +65,028 +13%
Goldman Sachs
11
Goldman Sachs
New York
$10.5M +$456K +28,643 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$8.98M +$353K +22,174 +5%
Charles Schwab
13
Charles Schwab
California
$7.72M -$338K -21,268 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.87M +$325K +20,428 +6%
Deutsche Bank
15
Deutsche Bank
Germany
$6.58M -$424K -26,665 -7%
PCM
16
Portolan Capital Management
Massachusetts
$6.44M +$5.54M +348,442 New
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$5.11M -$417K -26,218 -9%
Morgan Stanley
18
Morgan Stanley
New York
$5.01M +$854K +53,663 +25%
TCM
19
Tygh Capital Management
Oregon
$4.68M -$1.03M -64,873 -20%
Citadel Advisors
20
Citadel Advisors
Florida
$4.27M +$36.6K +2,303 +1%
Wells Fargo
21
Wells Fargo
California
$4.06M +$1.78M +111,919 +104%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$3.88M +$164K +10,300 +5%
PAM
23
Panagora Asset Management
Massachusetts
$3.85M +$391K +24,566 +13%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$3.84M +$481K +30,200 +17%
Marshall Wace
25
Marshall Wace
United Kingdom
$3.78M -$1.31M -82,306 -29%

HEES Hedge Fund Activity: Q2 2020 in Review

148 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2020, worth a combined $461M — up 19% from $388M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of HEES and 22 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 59 added.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $5.54M. The largest seller was AllianceBernstein, cutting an estimated $28.4M.

  • 148 institutional investors held H&E Equipment Services (HEES) as of Q2 2020, down from 156 in Q1 2020.
  • Funds reported $461M of H&E Equipment Services stock for Q2 2020, up 19% quarter-over-quarter.
  • 22 funds opened new H&E Equipment Services positions in Q2 2020 and 30 closed out, a net change of -8 holders.
  • The largest H&E Equipment Services buyer in Q2 2020 was Portolan Capital Management, an estimated $5.54M added.
  • The largest H&E Equipment Services seller in Q2 2020 was AllianceBernstein, an estimated $28.4M sold.

Based on aggregated 13F filings for Q2 2020.