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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
JP Morgan Chase
51
JP Morgan Chase
New York
$3.63M +$2.51M +46,105 +164%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$3.54M +$340K +6,238 +9%
BF
53
BOK Financial
Oklahoma
$3.51M -$113K -2,075 -3%
Stifel Financial
54
Stifel Financial
Missouri
$3.32M -$786K -14,430 -18%
UIC
55
Uniplan Investment Counsel
Wisconsin
$3.29M -$24.4K -448 -0.7%
Swiss National Bank
56
Swiss National Bank
Switzerland
$3.16M +$21.8K +400 +0.6%
Barclays
57
Barclays
United Kingdom
$3.11M +$140K +2,565 +4%
KCM
58
Kennedy Capital Management
Missouri
$2.87M -$2.87M -52,755 -47%
Federated Hermes
59
Federated Hermes
Pennsylvania
$2.7M +$776K +14,240 +35%
TIAM
60
TT International Asset Management
United Kingdom
$2.62M -$74.2K -1,363 -2%
EAM
61
EFG Asset Management
Oregon
$2.47M +$1.62M +29,750 +143%
SIA
62
Sit Investment Associates
Minnesota
$2.47M – – –
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$2.38M -$809K -14,852 -23%
BZWA
64
Blue Zone Wealth Advisors
California
$2.24M +$2.49M +45,752 New
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$2.24M +$40.6K +745 +2%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.09M +$232K +4,258 +11%
Allianz Asset Management
67
Allianz Asset Management
Germany
$2.04M -$35.6K -653 -2%
Corient Private Wealth
68
Corient Private Wealth
Florida
$1.98M – – –
Legal & General Group
69
Legal & General Group
United Kingdom
$1.94M +$125K +2,287 +6%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$1.85M +$1.76M +32,286 +609%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$1.82M -$103K -1,898 -5%
PCM
72
Polaris Capital Management
Massachusetts
$1.81M – – –
CAM
73
Cozad Asset Management
Illinois
$1.81M -$20.2K -371 -1%
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.77M +$158K +2,900 +9%
WANY
75
Wealthspire Advisors (New York)
New York
$1.76M +$218 +4 +0%
1 2
3
4 5

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.