Walleye Capital
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Walleye Capital’s H&E Equipment Services HEES Stock Holding History

Walleye Capital’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,575
Closed -$174K – 5125
2024
Q3 		$174K Buy
+3,575
New +$168K ﹤0.01% 4095
2024
Q2 		– Sell
-6,219
Closed -$399K – 5763
2024
Q1 		$399K Sell
6,219
-8,395
-57% -$460K ﹤0.01% 3402
2023
Q4 		$765K Buy
+14,614
New +$660K ﹤0.01% 2607
2023
Q3 		– Sell
-6,314
Closed -$289K – 5049
2023
Q2 		$289K Buy
+6,314
New +$252K ﹤0.01% 2831
2020
Q1 		– Sell
-12,661
Closed -$423K – 1231
2019
Q4 		$423K Buy
+12,661
New +$411K 0.03% 759

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Walleye Capital's HEES Position: Q4 2024 in Review

Walleye Capital sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 3,575 shares — an estimated $174K sold.

Walleye Capital first reported a position in HEES in Q4 2019 and held it in 5 quarters. The position peaked at $765K in Q4 2023. 199 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Walleye Capital reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Walleye Capital sold 3,575 H&E Equipment Services shares in Q4 2024, an estimated $174K.
  • Walleye Capital first reported a position in H&E Equipment Services in Q4 2019 and held it in 5 quarters.
  • Walleye Capital's H&E Equipment Services position peaked at $765K in Q4 2023.
  • 199 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Walleye Capital's 13F filing for Q4 2024, filed 13 Feb 2025.