H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
216 hedge funds and large institutions have $1.8B invested in H&E Equipment Services in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 21 closing their positions.
221% more call options, than puts
Call options by funds: $9.17M | Put options by funds: $2.86M
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
20% more capital invested
Capital invested by funds: $1.5B → $1.8B (+$301M)
7% more funds holding
Funds holding: 201 → 216 (+15)
1.43% less ownership
Funds ownership: 78.56% → 77.13% (-1.4%)
24% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 83
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$31.4M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$14M |
| 3 |
BlackRock
New York
|
-$13.7M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$10.4M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$5.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARC
226
Advisor Resource Council
Dallas,
Texas
| – | -$306K | -5,855 | Closed |
|
|
ACM
227
Aquatic Capital Management
Chicago,
Illinois
| – | -$293K | -5,600 | Closed |
|
|
IRC
228
Investors Research Corp
Atlanta,
Georgia
| – | -$290K | -5,550 | Closed |
|
|
A
229
AlphaQuest
New York
| – | -$258K | -4,940 | Closed |
|
|
PMEF
230
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$66.7K | -1,274 | Closed |
|
|
BFPW
231
BOK Financial Private Wealth
Denver,
Colorado
| – | -$43.9K | -839 | Closed |
|
|
LFG
232
Larson Financial Group
St Louis,
Missouri
| – | -$5.36K | -103 | Closed |
|
233
Group One Trading
Chicago,
Illinois
| – | -$5.43K | -99 | Closed |
|
|
GWS
234
Glassman Wealth Services
Vienna,
Virginia
| – | -$2.25K | -43 | Closed |
|
235
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.67K | -32 | Closed |
|
236
AssetMark Inc
Concord,
California
| – | -$1.31K | -25 | Closed |
|
HEES Hedge Fund Activity: Q1 2024 in Review
216 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2024, worth a combined $1.8B — up 20% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HEES positions and 21 closed out — a net gain of 16 holders — while 63 added to existing stakes and 83 trimmed.
The largest buyer was Pertento Partners, opening a new position worth an estimated $20M. The largest seller was Morgan Stanley, cutting an estimated $31.4M.
- 216 institutional investors held H&E Equipment Services (HEES) as of Q1 2024, up from 201 in Q4 2023.
- Funds reported $1.8B of H&E Equipment Services stock for Q1 2024, up 20% quarter-over-quarter.
- 37 funds opened new H&E Equipment Services positions in Q1 2024 and 21 closed out, a net change of +16 holders.
- The largest H&E Equipment Services buyer in Q1 2024 was Pertento Partners, an estimated $20M added.
- The largest H&E Equipment Services seller in Q1 2024 was Morgan Stanley, an estimated $31.4M sold.
Based on aggregated 13F filings for Q1 2024.