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HEES

H&E Equipment Services

Delisted

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

139 hedge funds and large institutions have $482M invested in H&E Equipment Services in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.36M

5% more capital invested

Capital invested by funds: $461M → $482M (+$20.9M)

0.99% less ownership

Funds ownership: 69.47%68.48% (-0.99%)

7% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 54

6% less funds holding

Funds holding: 148139 (-9)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
139
Holders Change
-9
Holders Change %
-6.08%
% of All Funds
2.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
50
Reduced
54
Closed
18
Calls
$3.58M
Puts
$1.36M
Net Calls
+$2.22M
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$57.5M -$3.01M -154,303 -5%
BlackRock
2
BlackRock
New York
$53.3M -$3.65M -186,607 -6%
ClearBridge Investments
3
ClearBridge Investments
New York
$48.4M -$23.7K -1,215 -0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30.9M -$724K -37,069 -2%
Macquarie Group
5
Macquarie Group
Australia
$26M -$3.87M -198,140 -13%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$24.9M +$24.8M +1,268,184 New
GIP
7
Granite Investment Partners
California
$18.8M +$1.86M +94,992 +11%
Goldman Sachs
8
Goldman Sachs
New York
$16.4M +$5.18M +265,096 +47%
State Street
9
State Street
Massachusetts
$13M -$311K -15,946 -2%
Northern Trust
10
Northern Trust
Illinois
$11.8M +$300K +15,375 +3%
Norges Bank
11
Norges Bank
Norway
$11.3M -$1.42M -72,564 -11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.32M -$225K -11,501 -2%
Charles Schwab
13
Charles Schwab
California
$8.2M -$11.6K -595 -0.1%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$7.99M +$2.54M +130,213 +47%
PCM
15
Portolan Capital Management
Massachusetts
$7.98M +$1.12M +57,381 +16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.16M -$151K -7,731 -2%
Deutsche Bank
17
Deutsche Bank
Germany
$7.03M +$32.7K +1,674 +0.5%
Morgan Stanley
18
Morgan Stanley
New York
$5.74M +$409K +20,936 +8%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$5.55M +$1.46M +74,600 +36%
ECP
20
Electron Capital Partners
New York
$5.16M +$1.58M +81,015 +45%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$4.4M +$193K +9,855 +5%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$4.02M -$104K -5,300 -3%
BF
23
BOK Financial
Oklahoma
$3.84M +$1.22M +62,272 +47%
PAM
24
Panagora Asset Management
Massachusetts
$3.84M -$258K -13,186 -6%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$3.81M +$2.1M +107,678 +125%

HEES Hedge Fund Activity: Q3 2020 in Review

139 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2020, worth a combined $482M — up 4.5% from $461M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HEES and 9 opened new positions — a net loss of 9 holders — while 54 trimmed existing stakes and 50 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $24.8M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $15.1M sold.

  • 139 institutional investors held H&E Equipment Services (HEES) as of Q3 2020, down from 148 in Q2 2020.
  • Funds reported $482M of H&E Equipment Services stock for Q3 2020, up 4.5% quarter-over-quarter.
  • 9 funds opened new H&E Equipment Services positions in Q3 2020 and 18 closed out, a net change of -9 holders.
  • The largest H&E Equipment Services buyer in Q3 2020 was Janus Henderson Group, an estimated $24.8M added.
  • The largest H&E Equipment Services seller in Q3 2020 was Adage Capital Partners, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2020.