H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
150 hedge funds and large institutions have $912M invested in H&E Equipment Services in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 25 closing their positions.
458% more call options, than puts
Call options by funds: $1.99M | Put options by funds: $357K
7% more capital invested
Capital invested by funds: $852M → $912M (+$60.3M)
1.91% more ownership
Funds ownership: 70.86% → 72.77% (+1.9%)
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
1% less funds holding
Funds holding: 151 → 150 (-1)
6% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$14.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$11.4M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$9.71M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$9.23M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$6.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$10.8M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$10.1M |
| 3 |
Morgan Stanley
New York
|
-$8.16M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$5.56M |
| 5 |
Millennium Management
New York
|
-$5.24M |
HEES Hedge Fund Activity: Q3 2021 in Review
150 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2021, worth a combined $912M — up 7.1% from $852M a quarter earlier.
Fund positioning in HEES was balanced in Q3 2021: 25 funds opened new positions, 25 closed out, 47 added to existing stakes and 50 trimmed.
The largest buyer was Penn Capital Management, opening a new position worth an estimated $14.1M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $10.8M sold.
- 150 institutional investors held H&E Equipment Services (HEES) as of Q3 2021, down from 151 in Q2 2021.
- Funds reported $912M of H&E Equipment Services stock for Q3 2021, up 7.1% quarter-over-quarter.
- 25 funds opened new H&E Equipment Services positions in Q3 2021 and 25 closed out, a net change of 0 holders.
- The largest H&E Equipment Services buyer in Q3 2021 was Penn Capital Management, an estimated $14.1M added.
- The largest H&E Equipment Services seller in Q3 2021 was Driehaus Capital Management, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2021.