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HEES

H&E Equipment Services

Delisted

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

161 hedge funds and large institutions have $813M invested in H&E Equipment Services in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $447K

2.39% more ownership

Funds ownership: 77.02%79.41% (+2.4%)

1% more capital invested

Capital invested by funds: $806M → $813M (+$6.94M)

1% less funds holding

Funds holding: 162161 (-1)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
161
Holders Change
-1
Holders Change %
-0.62%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
57
Reduced
59
Closed
16
Calls
$1.3M
Puts
$447K
Net Calls
+$856K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$1.14M +$87.7K +2,788 +7%
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
$1.14M +$642K +20,407 +104%
UBS AM
78
UBS AM
Illinois
$1.09M -$49.9K -1,586 -4%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$1.09M -$113K -3,594 -9%
AC
80
Apogem Capital
New York
$1.04M +$141K +4,486 +14%
GCP
81
GSA Capital Partners
United Kingdom
$1.01M +$1.12M +35,651 New
RJA
82
Raymond James & Associates
Florida
$989K -$42.5K -1,350 -4%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$923K +$566 +18 +0.1%
WANY
84
Wealthspire Advisors (New York)
New York
$916K
RJFSA
85
Raymond James Financial Services Advisors
Florida
$885K -$76.8K -2,442 -7%
GF
86
Gabelli Funds
New York
$847K -$3.15K -100 -0.3%
Legal & General Group
87
Legal & General Group
United Kingdom
$827K -$78.4K -2,493 -8%
CS
88
Credit Suisse
Switzerland
$778K +$87.7K +2,788 +11%
US Bancorp
89
US Bancorp
Minnesota
$768K -$12.5K -396 -1%
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$764K +$848K +26,941 New
Prudential Financial
91
Prudential Financial
New Jersey
$749K +$290K +9,217 +54%
JF
92
Jump Financial
Illinois
$720K -$190K -6,054 -19%
NAM
93
NorthCrest Asset Manangement
Minnesota
$604K
EGM
94
Engineers Gate Manager
New York
$604K +$671K +21,330 New
SEI Investments
95
SEI Investments
Pennsylvania
$602K
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$600K +$7.9K +251 +1%
RC
97
RBF Capital
California
$567K
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$552K +$263K +8,374 +75%
GT
99
Glenmede Trust
Pennsylvania
$537K -$3.02K -96 -0.5%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$533K

HEES Hedge Fund Activity: Q3 2022 in Review

161 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2022, worth a combined $813M — up 0.86% from $806M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HEES and 15 opened new positions — a net loss of 1 holder — while 59 trimmed existing stakes and 57 added.

The largest buyer was Janus Henderson Group, adding an estimated $35.5M. The largest seller was VOYA Investment Management, cutting an estimated $10.9M.

  • 161 institutional investors held H&E Equipment Services (HEES) as of Q3 2022, down from 162 in Q2 2022.
  • Funds reported $813M of H&E Equipment Services stock for Q3 2022, up 0.86% quarter-over-quarter.
  • 15 funds opened new H&E Equipment Services positions in Q3 2022 and 16 closed out, a net change of -1 holder.
  • The largest H&E Equipment Services buyer in Q3 2022 was Janus Henderson Group, an estimated $35.5M added.
  • The largest H&E Equipment Services seller in Q3 2022 was VOYA Investment Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2022.