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HEES

H&E Equipment Services

Delisted

HEES was delisted on the 30th of May, 2025.

215 hedge funds and large institutions have $1.24B invested in H&E Equipment Services in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 60

4% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 50

3% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $2.09M

0.07% less ownership

Funds ownership: 77.13%77.05% (-0.07%)

0% less funds holding

Funds holding: 216215 (-1)

31% less capital invested

Capital invested by funds: $1.8B → $1.24B (-$556M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
215
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
52
Increased
80
Reduced
60
Closed
50
Calls
$2.15M
Puts
$2.09M
Net Calls
+$58K
Net Calls Change
-$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
226
Clark Capital Management Group
Pennsylvania
-$3.12M -48,572 Closed
MAG
227
Millrace Asset Group
Pennsylvania
-$2.65M -41,335 Closed
RI
228
Redwood Investments
Massachusetts
-$2.35M -37,093 Closed
TI
229
Trexquant Investment
Connecticut
-$1.53M -23,871 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
230
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.41M -22,000 Closed
JCIA
231
Jackson Creek Investment Advisors
Colorado
-$1.23M -19,218 Closed
SEI Investments
232
SEI Investments
Pennsylvania
-$1.23M -19,206 Closed
AIG
233
American International Group
New York
-$1.02M -15,856 Closed
CIP
234
Chartwell Investment Partners
Pennsylvania
-$877K -13,666 Closed
MWA
235
Monograph Wealth Advisors
California
-$642K -10,000 Closed
CCC
236
Chesapeake Capital Corp
Florida
-$576K -8,974 Closed
Walleye Capital
237
Walleye Capital
New York
-$399K -6,219 Closed
ProShare Advisors
238
ProShare Advisors
Maryland
-$371K -5,781 Closed
MML Investors Services
239
MML Investors Services
Massachusetts
-$365K -5,692 Closed
DA
240
Denali Advisors
California
-$321K -5,000 Closed
AP
241
Americana Partners
Texas
-$314K -4,892 Closed
LMKC
242
L.M. Kohn & Company
Ohio
-$286K -4,450 Closed
BHCM
243
Brevan Howard Capital Management
Jersey
-$278K -4,337 Closed
Principal Financial Group
244
Principal Financial Group
Iowa
-$278K -4,327 Closed
OSAM
245
O'Shaughnessy Asset Management
Connecticut
-$261K -4,069 Closed
APP
246
Avantax Planning Partners
Iowa
-$240K -3,737 Closed
GAM
247
Gotham Asset Management
New York
-$236K -3,670 Closed
Mariner
248
Mariner
Kansas
-$227K -3,536 Closed
Creative Planning
249
Creative Planning
Kansas
-$225K -3,513 Closed
QCM
250
QRG Capital Management
Illinois
-$217K -3,385 Closed

HEES Hedge Fund Activity: Q2 2024 in Review

215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q2 2024, worth a combined $1.24B — down 31% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HEES positions and 50 closed out — a net gain of 2 holders — while 80 added to existing stakes and 60 trimmed.

The largest buyer was American Century Companies, adding an estimated $37M. The largest seller was Invesco, cutting an estimated $42.3M.

  • 215 institutional investors held H&E Equipment Services (HEES) as of Q2 2024, down from 216 in Q1 2024.
  • Funds reported $1.24B of H&E Equipment Services stock for Q2 2024, down 31% quarter-over-quarter.
  • 52 funds opened new H&E Equipment Services positions in Q2 2024 and 50 closed out, a net change of +2 holders.
  • The largest H&E Equipment Services buyer in Q2 2024 was American Century Companies, an estimated $37M added.
  • The largest H&E Equipment Services seller in Q2 2024 was Invesco, an estimated $42.3M sold.

Based on aggregated 13F filings for Q2 2024.