H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
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.
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
Top Buyers
| 1 |
PCM
Pentwater Capital Management
Naples,
Florida
|
+$144M |
| 2 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$94.4M |
| 3 |
HI
HBK Investments
Dallas,
Texas
|
+$82.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$61M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$59.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CT
301
Colonial Trust
Spartanburg,
South Carolina
| – | -$34.8K | -710 | Closed |
|
302
Simplex Trading
Chicago,
Illinois
| – | -$58K | -667 | Closed |
|
|
BAM
303
Byrne Asset Management
Kingston,
New Jersey
| – | -$17.6K | -360 | Closed |
|
|
OCM
304
Orion Capital Management
Coronado,
California
| – | -$9.94K | -203 | Closed |
|
|
VWM
305
Venturi Wealth Management
Austin,
Texas
| – | -$8.03K | -164 | Closed |
|
306
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| – | -$6.56K | -134 | Closed |
|
|
QL
307
Quarry LP
New York
| – | -$5.09K | -104 | Closed |
|
|
CFB
308
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$2.45K | -50 | Closed |
|
|
MG
309
Mather Group
Chicago,
Illinois
| – | -$1.37K | -28 | Closed |
|
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.