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HEES

H&E Equipment Services
HEES

Delisted

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

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250 hedge funds and large institutions have $2.97B invested in H&E Equipment Services in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 49 increasing their positions, 67 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more funds holding in top 10

Funds holding in top 10: 1 → 9 (+8)

98% more capital invested

Capital invested by funds: $1.51B → $2.97B (+$1.47B)

90% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 59

26% more funds holding

Funds holding: 198 → 250 (+52)

1.68% more ownership

Funds ownership: 84% → 85.67% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 67

91% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $109M

Holders
250
Holders Change
+52
Holders Change %
+26.26%
% of All Funds
3.35%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.12%
New
112
Increased
49
Reduced
67
Closed
59
Calls
$10.2M
Puts
$109M
Net Calls
-$98.9M
Net Calls Change
-$100M

Top Buyers

1
PCM
Pentwater Capital Management
Florida
+$144M
2
UOC
UBS O'Connor
Illinois
+$94.4M
3
HI
HBK Investments
Texas
+$82.2M
4
Norges Bank
Norges Bank
Norway
+$61M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$59.6M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$142M
2
ClearBridge Investments
ClearBridge Investments
New York
-$104M
3
American Century Companies
American Century Companies
Missouri
-$85.2M
4
Victory Capital Management
Victory Capital Management
Texas
-$59.2M
5
PP
Pertento Partners
United Kingdom
-$50.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
226
Hexagon Capital Partners
Arkansas
$4.46K +$2.61K +30 +176%
Lazard Asset Management
227
Lazard Asset Management
New York
$4K -$634K -7,286 -99%
AW
228
Avion Wealth
Texas
$4K – – –
C
229
Covestor
United Kingdom
$3K -$348 -4 -13%
LFG
230
Larson Financial Group
Missouri
$2.46K +$2.26K +26 New
W
231
WealthCollab
Washington
$2.37K – – –
AAP
232
Arax Advisory Partners
Colorado
$2.18K +$2K +23 New
PFBT
233
Parkside Financial Bank & Trust
Missouri
$1.9K +$1.74K +20 New
AF
234
Allworth Financial
California
$1.35K +$1.3K +15 New
JWA
235
JFS Wealth Advisors
Pennsylvania
$1.33K +$522 +6 +75%
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$1.23K -$10.2K -117 -90%
EWA
237
EverSource Wealth Advisors
Alabama
$1.23K +$174 +2 +18%
Bessemer Group
238
Bessemer Group
New Jersey
$1K +$870 +10 New
WCM
239
WealthTrak Capital Management
Virginia
$948 – – –
SC
240
Stephens Consulting
Michigan
$948 +$870 +10 New
CFO
241
CVA Family Office
Colorado
$853 – – –
CPG
242
Cornerstone Planning Group
New Jersey
$540 – – –
DPW
243
DiNuzzo Private Wealth
Pennsylvania
$474 – – –
RWM
244
Rialto Wealth Management
New York
$474 +$435 +5 New
SIC
245
SJS Investment Consulting
Ohio
$285 – – –
PWAM
246
Private Wealth Asset Management
Iowa
$284 +$261 +3 New
IA
247
IFP Advisors
Florida
$190 – – –
CIAM
248
Caitong International Asset Management
Hong Kong
$190 +$174 +2 New
GFPC
249
Global Financial Private Client
Florida
$95 – – –
PWM
250
Parkworth Wealth Management
California
$95 – – –
8 9
10
11 12

HEES Hedge Fund Activity: Q1 2025 in Review

250 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2025, worth a combined $2.97B — up 98% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new HEES positions and 59 closed out — a net gain of 53 holders — while 49 added to existing stakes and 67 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $144M. The largest seller was Macquarie Group, cutting an estimated $142M.

  • 250 institutional investors held H&E Equipment Services (HEES) as of Q1 2025, up from 198 in Q4 2024.
  • Funds reported $2.97B of H&E Equipment Services stock for Q1 2025, up 98% quarter-over-quarter.
  • 112 funds opened new H&E Equipment Services positions in Q1 2025 and 59 closed out, a net change of +53 holders.
  • The largest H&E Equipment Services buyer in Q1 2025 was Pentwater Capital Management, an estimated $144M added.
  • The largest H&E Equipment Services seller in Q1 2025 was Macquarie Group, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2025.