H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
195 hedge funds and large institutions have $1.28B invested in H&E Equipment Services in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 21 closing their positions.
168% more call options, than puts
Call options by funds: $3.54M | Put options by funds: $1.32M
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
3% more funds holding
Funds holding: 189 → 195 (+6)
7% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 67
3% more capital invested
Capital invested by funds: $1.25B → $1.28B (+$32.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.74% less ownership
Funds ownership: 77.76% → 77.02% (-0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$11.5M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$9.51M |
| 3 |
Janus Henderson Group
London,
|
+$6.29M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$4.23M |
| 5 |
Goldman Sachs
New York
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$17.5M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$14.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.87M |
| 4 |
MGIM
M&G Investment Management
London,
United Kingdom
|
-$6.76M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$5.23M |
HEES Hedge Fund Activity: Q2 2023 in Review
195 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2023, worth a combined $1.28B — up 2.6% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new HEES positions and 21 closed out — a net gain of 7 holders — while 72 added to existing stakes and 67 trimmed.
The largest buyer was BlackRock, adding an estimated $11.5M. The largest seller was AllianceBernstein, cutting an estimated $17.5M.
- 195 institutional investors held H&E Equipment Services (HEES) as of Q2 2023, up from 189 in Q1 2023.
- Funds reported $1.28B of H&E Equipment Services stock for Q2 2023, up 2.6% quarter-over-quarter.
- 28 funds opened new H&E Equipment Services positions in Q2 2023 and 21 closed out, a net change of +7 holders.
- The largest H&E Equipment Services buyer in Q2 2023 was BlackRock, an estimated $11.5M added.
- The largest H&E Equipment Services seller in Q2 2023 was AllianceBernstein, an estimated $17.5M sold.
Based on aggregated 13F filings for Q2 2023.