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HEES

H&E Equipment Services
HEES

Delisted

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

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216 hedge funds and large institutions have $1.8B invested in H&E Equipment Services in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $9.17M | Put options by funds: $2.86M

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

20% more capital invested

Capital invested by funds: $1.5B → $1.8B (+$301M)

7% more funds holding

Funds holding: 201 → 216 (+15)

1.43% less ownership

Funds ownership: 78.56% → 77.13% (-1.4%)

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
37
Increased
63
Reduced
83
Closed
21
Calls
$9.17M
Puts
$2.86M
Net Calls
+$6.32M
Net Calls Change
-$6.14M

Top Buyers

1
PP
Pertento Partners
United Kingdom
+$20M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$18.4M
3
Wells Fargo
Wells Fargo
California
+$9.47M
4
American Century Companies
American Century Companies
Missouri
+$6.14M
5
CM
Castleark Management
Illinois
+$6.02M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$31.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$14M
3
BlackRock
BlackRock
New York
-$13.7M
4
IECM
Intrinsic Edge Capital Management
Illinois
-$10.4M
5
Victory Capital Management
Victory Capital Management
Texas
-$5.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
Wedge Capital Management
North Carolina
$4.92M +$4.2M +76,591 New
AG
52
Algert Global
California
$4.47M +$71.5K +1,304 +2%
OAM
53
Oberweis Asset Management
Illinois
$4.46M -$1.61M -29,400 -30%
EI
54
EAM Investors
California
$4.45M +$3.8M +69,332 New
State of Wisconsin Investment Board
55
State of Wisconsin Investment Board
Wisconsin
$4.23M -$314K -5,727 -8%
Swiss National Bank
56
Swiss National Bank
Switzerland
$4.15M – – –
KCM
57
Kennedy Capital Management
Missouri
$4.01M -$1.45M -26,432 -30%
FG
58
Formula Growth
Quebec, Canada
$3.96M -$722K -13,160 -18%
RJA
59
Raymond James & Associates
Florida
$3.87M +$1.27M +23,117 +62%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$3.87M -$4.09M -74,507 -55%
KOCAA
61
Knights of Columbus Asset Advisors
Connecticut
$3.73M -$3.04M -55,443 -49%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$3.71M -$328K -5,983 -9%
Connor, Clark & Lunn Investment Management (CC&L)
63
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.53M -$44.7K -816 -1%
Axa
64
Axa
France
$3.52M – – –
AAM
65
Advisors Asset Management
Colorado
$3.34M +$243K +4,437 +9%
SIA
66
Sit Investment Associates
Minnesota
$3.15M -$326K -5,950 -11%
CCMG
67
Clark Capital Management Group
Pennsylvania
$3.12M +$776K +14,144 +41%
CAM
68
ClariVest Asset Management
California
$3.1M -$9.65K -176 -0.4%
Federated Hermes
69
Federated Hermes
Pennsylvania
$2.95M -$872K -15,893 -26%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.9M +$52.4K +956 +2%
IA
71
Icon Advisers
Colorado
$2.9M – – –
Allianz Asset Management
72
Allianz Asset Management
Germany
$2.88M -$559K -10,188 -19%
Millennium Management
73
Millennium Management
New York
$2.85M -$705K -12,854 -22%
EGM
74
Engineers Gate Manager
New York
$2.84M -$233K -4,249 -9%
HighTower Advisors
75
HighTower Advisors
Illinois
$2.77M -$1.11M -20,192 -32%
1 2
3
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HEES Hedge Fund Activity: Q1 2024 in Review

216 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2024, worth a combined $1.8B — up 20% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HEES positions and 21 closed out — a net gain of 16 holders — while 63 added to existing stakes and 83 trimmed.

The largest buyer was Pertento Partners, opening a new position worth an estimated $20M. The largest seller was Morgan Stanley, cutting an estimated $31.4M.

  • 216 institutional investors held H&E Equipment Services (HEES) as of Q1 2024, up from 201 in Q4 2023.
  • Funds reported $1.8B of H&E Equipment Services stock for Q1 2024, up 20% quarter-over-quarter.
  • 37 funds opened new H&E Equipment Services positions in Q1 2024 and 21 closed out, a net change of +16 holders.
  • The largest H&E Equipment Services buyer in Q1 2024 was Pertento Partners, an estimated $20M added.
  • The largest H&E Equipment Services seller in Q1 2024 was Morgan Stanley, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2024.