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HEES

H&E Equipment Services

Delisted

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

177 hedge funds and large institutions have $1.21B invested in H&E Equipment Services in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,643% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $867K

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

49% more capital invested

Capital invested by funds: $813M → $1.21B (+$399M)

10% more funds holding

Funds holding: 161177 (+16)

2.43% less ownership

Funds ownership: 79.41%76.98% (-2.4%)

19% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 69

Holders
177
Holders Change
+16
Holders Change %
+9.94%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
31
Increased
56
Reduced
69
Closed
13
Calls
$15.1M
Puts
$867K
Net Calls
+$14.2M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$3.07M +$10.7K +275 +0.4%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$2.99M +$325K +8,400 +15%
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$2.97M -$77.9K -2,010 -3%
Nisa Investment Advisors
54
Nisa Investment Advisors
Missouri
$2.93M +$2.01M +52,000 +415%
Renaissance Technologies
55
Renaissance Technologies
New York
$2.88M -$2.1M -54,132 -46%
AIMCA
56
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.86M +$437K +11,282 +22%
First Eagle Investment Management
57
First Eagle Investment Management
New York
$2.81M -$81.4K -2,100 -3%
CAM
58
ClariVest Asset Management
California
$2.7M +$2.31M +59,551 New
KOCAA
59
Knights of Columbus Asset Advisors
Connecticut
$2.66M -$25.8K -667 -1%
SIA
60
Sit Investment Associates
Minnesota
$2.59M -$981K -25,325 -31%
AAM
61
Advisors Asset Management
Colorado
$2.59M -$4.02M -103,716 -65%
Allianz Asset Management
62
Allianz Asset Management
Germany
$2.42M -$255K -6,581 -11%
JP Morgan Chase
63
JP Morgan Chase
New York
$2.41M +$464K +11,981 +29%
PAM
64
Panagora Asset Management
Massachusetts
$2.4M -$51.9K -1,341 -2%
Voloridge Investment Management
65
Voloridge Investment Management
Florida
$2.38M -$908K -23,442 -31%
OAM
66
Oberweis Asset Management
Illinois
$2.27M +$201K +5,200 +12%
RJA
67
Raymond James & Associates
Florida
$2.11M +$447K +11,538 +33%
Teacher Retirement System of Texas
68
Teacher Retirement System of Texas
Texas
$1.95M +$622K +16,064 +60%
CAM
69
Cozad Asset Management
Illinois
$1.95M +$310 +8 +0%
GCM
70
Graham Capital Management
Connecticut
$1.94M +$1.66M +42,827 New
Millennium Management
71
Millennium Management
New York
$1.93M -$330K -8,517 -17%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$1.91M +$64.1K +1,654 +4%
Prudential Financial
73
Prudential Financial
New Jersey
$1.89M +$594K +15,328 +58%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.86M +$17.4K +449 +1%
GI
75
GAMCO Investors
Connecticut
$1.83M

HEES Hedge Fund Activity: Q4 2022 in Review

177 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2022, worth a combined $1.21B — up 49% from $813M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HEES positions and 13 closed out — a net gain of 18 holders — while 56 added to existing stakes and 69 trimmed.

The largest buyer was Invesco, adding an estimated $20.8M. The largest seller was Janus Henderson Group, cutting an estimated $54.6M.

  • 177 institutional investors held H&E Equipment Services (HEES) as of Q4 2022, up from 161 in Q3 2022.
  • Funds reported $1.21B of H&E Equipment Services stock for Q4 2022, up 49% quarter-over-quarter.
  • 31 funds opened new H&E Equipment Services positions in Q4 2022 and 13 closed out, a net change of +18 holders.
  • The largest H&E Equipment Services buyer in Q4 2022 was Invesco, an estimated $20.8M added.
  • The largest H&E Equipment Services seller in Q4 2022 was Janus Henderson Group, an estimated $54.6M sold.

Based on aggregated 13F filings for Q4 2022.