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HEES

H&E Equipment Services
HEES

Delisted

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

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198 hedge funds and large institutions have $1.51B invested in H&E Equipment Services in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $2.41M

16% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 64

7% more capital invested

Capital invested by funds: $1.41B → $1.51B (+$95.8M)

4.75% more ownership

Funds ownership: 79.24% → 84% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less funds holding

Funds holding: 225 → 198 (-27)

46% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 50

Holders
198
Holders Change
-27
Holders Change %
-12%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
74
Reduced
64
Closed
50
Calls
$3.89M
Puts
$2.41M
Net Calls
+$1.48M
Net Calls Change
-$2.17M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$44.8M
2
Victory Capital Management
Victory Capital Management
Texas
+$34.8M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$32M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$22.6M
5
UBS Group
UBS Group
Switzerland
+$17.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$17.6M
2
GC
Guggenheim Capital
Illinois
-$11.1M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.3M
4
LC
Loews Corp
New York
-$8.54M
5
ClearBridge Investments
ClearBridge Investments
New York
-$8.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
226
Aquatic Capital Management
Illinois
– -$341K -7,000 Closed
PTC
227
Petrus Trust Company
Texas
– -$333K -6,833 Closed
B
228
Bailard
California
– -$307K -6,300 Closed
MM
229
MQS Management
New York
– -$234K -4,813 Closed
N
230
Numerai
California
– -$224K -4,611 Closed
YIH
231
Y-Intercept (HK)
Hong Kong
– -$211K -4,342 Closed
Point72 Asset Management
232
Point72 Asset Management
Connecticut
– -$195K -4,000 Closed
Walleye Capital
233
Walleye Capital
New York
– -$174K -3,575 Closed
PAS
234
Point72 Asia (Singapore)
Singapore
– -$134K -2,749 Closed
Citadel Advisors
235
Citadel Advisors
Florida
– -$131K -2,406 Closed
MRC
236
Millburn Ridgefield Corp
New York
– -$83.6K -1,718 Closed
Acadian Asset Management
237
Acadian Asset Management
Massachusetts
– -$76K -1,572 Closed
PD
238
Point72 (DIFC)
United Arab Emirates
– -$70.6K -1,451 Closed
ACM
239
Aster Capital Management
United Arab Emirates
– -$26.8K -551 Closed
ME
240
McIlrath & Eck
Washington
– -$15.6K -321 Closed
PWMG
241
Prestige Wealth Management Group
New Jersey
– -$14.7K -302 Closed
GWSG
242
GPS Wealth Strategies Group
Colorado
– -$9.74K -200 Closed
Allspring Global Investments
243
Allspring Global Investments
North Carolina
– -$3.6K -74 Closed
AF
244
Advisornet Financial
Minnesota
– -$1.22K -25 Closed
Bessemer Group
245
Bessemer Group
New Jersey
– -$1K -25 Closed
CAM
246
Creekmur Asset Management
Illinois
– -$682 -14 Closed
CPA
247
Capital Performance Advisors
California
– -$243 -5 Closed
CA
248
Claris Advisors
Missouri
– -$49 -1 Closed
6 7 8 9
10

HEES Hedge Fund Activity: Q4 2024 in Review

198 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2024, worth a combined $1.51B — up 6.8% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of HEES and 27 opened new positions — a net loss of 23 holders — while 64 trimmed existing stakes and 74 added.

The largest buyer was Westwood Holdings Group, adding an estimated $44.8M. The largest seller was Morgan Stanley, cutting an estimated $17.6M.

  • 198 institutional investors held H&E Equipment Services (HEES) as of Q4 2024, down from 225 in Q3 2024.
  • Funds reported $1.51B of H&E Equipment Services stock for Q4 2024, up 6.8% quarter-over-quarter.
  • 27 funds opened new H&E Equipment Services positions in Q4 2024 and 50 closed out, a net change of -23 holders.
  • The largest H&E Equipment Services buyer in Q4 2024 was Westwood Holdings Group, an estimated $44.8M added.
  • The largest H&E Equipment Services seller in Q4 2024 was Morgan Stanley, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2024.