We are live on ! Find out more
HEES

H&E Equipment Services
HEES

Delisted

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

Back to rankings

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
Citigroup
76
Citigroup
New York
$1.76M +$628K +11,525 +47%
GI
77
GAMCO Investors
Connecticut
$1.74M -$27.2K -500 -1%
SCM
78
Shelton Capital Management
Colorado
$1.73M -$1.91M -35,111 -50%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.61M +$1.74M +32,023 +3,998%
KTA
80
Keeley-Teton Advisors
Illinois
$1.52M +$489K +8,971 +41%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$1.5M -$20.1K -370 -1%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$1.48M -$5.91M -108,581 -78%
AG
83
Algert Global
California
$1.48M -$5.08M -93,325 -76%
Comerica Bank
84
Comerica Bank
Texas
$1.38M -$980 -18 -0.1%
HCA
85
Harbour Capital Advisors
Virginia
$1.37M +$105K +1,935 +7%
PCP
86
Perbak Capital Partners
United Kingdom
$1.36M +$1.51M +27,690 New
GF
87
Gabelli Funds
New York
$1.22M – – –
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$1.17M +$117K +2,146 +10%
Canada Life
89
Canada Life
Manitoba, Canada
$1.17M – – –
NAM
90
NorthCrest Asset Manangement
Minnesota
$1.07M – – –
AFS
91
Access Financial Services
Minnesota
$1.03M +$194K +3,555 +20%
PCMF
92
Private Capital Management (Florida)
Florida
$1M -$321K -5,900 -22%
RC
93
RBF Capital
California
$979K – – –
MIM
94
MetLife Investment Management
New Jersey
$956K +$62K +1,138 +6%
LPL Financial
95
LPL Financial
California
$902K -$240K -4,399 -19%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$869K -$54.5K -1,000 -5%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$860K -$27.8K -511 -3%
IIM
98
INTECH Investment Management
Florida
$841K +$552K +10,138 +144%
DB
99
Danske Bank
Denmark
$797K -$233K -4,278 -21%
AMI
100
Amica Mutual Insurance
Rhode Island
$786K – – –
2 3
4
5 6

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.