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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
MAG
76
Millrace Asset Group
Pennsylvania
$2.65M +$103K +1,878 +5%
CAM
77
Cozad Asset Management
Illinois
$2.62M +$56.8K +1,036 +3%
Corient Private Wealth
78
Corient Private Wealth
Florida
$2.61M +$2.23M +40,681 New
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$2.58M -$785K -14,323 -26%
CS
80
Credit Suisse
Switzerland
$2.52M – – –
Voloridge Investment Management
81
Voloridge Investment Management
Florida
$2.51M -$959K -17,482 -31%
UBS AM
82
UBS AM
Illinois
$2.5M – – –
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$2.5M -$334K -6,086 -14%
RI
84
Redwood Investments
Massachusetts
$2.35M -$385K -7,013 -16%
Barclays
85
Barclays
United Kingdom
$2.33M -$1.38M -25,109 -41%
WANY
86
Wealthspire Advisors (New York)
New York
$2.31M +$96.9K +1,767 +5%
GI
87
GAMCO Investors
Connecticut
$2.28M – – –
AllianceBernstein
88
AllianceBernstein
Tennessee
$2.26M -$185K -3,380 -9%
Comerica Bank
89
Comerica Bank
Texas
$2.23M +$1.83M +33,459 +2,460%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$2.1M -$94.8K -1,729 -5%
Legal & General Group
91
Legal & General Group
United Kingdom
$2.08M +$68K +1,240 +4%
HF
92
HRT Financial
New York
$1.95M +$783K +14,286 +89%
JF
93
Jump Financial
Illinois
$1.89M +$851K +15,524 +112%
LSV Asset Management
94
LSV Asset Management
Illinois
$1.68M – – –
GF
95
Gabelli Funds
New York
$1.6M – – –
TI
96
Trexquant Investment
Connecticut
$1.53M -$351K -6,400 -21%
HCA
97
Harbour Capital Advisors
Virginia
$1.52M +$425K +7,745 +46%
LPL Financial
98
LPL Financial
California
$1.43M +$655K +11,938 +115%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
99
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.41M -$798K -14,549 -40%
Canada Life
100
Canada Life
Manitoba, Canada
$1.41M +$1.04M +19,021 +645%
2 3
4
5 6

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.