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
-1,100
Closed -$53.5K – 5126
2024
Q3 		$53.5K Buy
+1,100
New +$51.7K ﹤0.01% 4621
2024
Q2 		– Sell
-1,600
Closed -$103K – 5764
2024
Q1 		$103K Buy
+1,600
New +$87.7K ﹤0.01% 4382
2023
Q2 		– Sell
-14,600
Closed -$646K – 4531
2023
Q1 		$646K Buy
+14,600
New +$712K 0.01% 1494

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
Pertento Partners
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.