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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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$1.75M +$7.55K +195 +0.5%
UBS AM
77
UBS AM
Illinois
$1.68M -$62.4K -1,610 -4%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$1.67M +$1.06M +27,401 +292%
KCM
79
Kennedy Capital Management
Missouri
$1.61M -$4.06M -104,695 -75%
Squarepoint
80
Squarepoint
New York
$1.5M -$1.32M -34,080 -51%
WANY
81
Wealthspire Advisors (New York)
New York
$1.47M
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.44M -$540K -13,931 -30%
Legal & General Group
83
Legal & General Group
United Kingdom
$1.34M +$9.57K +247 +0.8%
GF
84
Gabelli Funds
New York
$1.32M -$31K -800 -3%
JCIA
85
Jackson Creek Investment Advisors
Colorado
$1.24M +$1.06M +27,300 New
CS
86
Credit Suisse
Switzerland
$1.22M -$27.1K -700 -3%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.16M -$217K -5,600 -18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
88
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.09M +$930K +24,000 New
Acadian Asset Management
89
Acadian Asset Management
Massachusetts
$1.07M -$632K -16,309 -41%
US Bancorp
90
US Bancorp
Minnesota
$1.04M -$161K -4,168 -15%
EGM
91
Engineers Gate Manager
New York
$1.04M +$61.3K +1,582 +7%
NAM
92
NorthCrest Asset Manangement
Minnesota
$976K +$7.75K +200 +0.9%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$966K -$778K -20,081 -49%
RC
94
RBF Capital
California
$908K
SEI Investments
95
SEI Investments
Pennsylvania
$898K -$55.8K -1,440 -7%
Barclays
96
Barclays
United Kingdom
$874K +$300K +7,754 +67%
TI
97
Trexquant Investment
Connecticut
$856K +$730K +18,854 New
HIM
98
Hillsdale Investment Management
Ontario, Canada
$822K
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$765K -$166K -4,285 -20%
PAM
100
Paradigm Asset Management
New York
$763K +$651K +16,800 New

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.