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HEES

H&E Equipment Services
HEES

Delisted

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

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250 hedge funds and large institutions have $2.97B invested in H&E Equipment Services in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 49 increasing their positions, 67 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more funds holding in top 10

Funds holding in top 10: 1 → 9 (+8)

98% more capital invested

Capital invested by funds: $1.51B → $2.97B (+$1.47B)

90% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 59

26% more funds holding

Funds holding: 198 → 250 (+52)

1.68% more ownership

Funds ownership: 84% → 85.67% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 67

91% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $109M

Holders
250
Holders Change
+52
Holders Change %
+26.26%
% of All Funds
3.35%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.12%
New
112
Increased
49
Reduced
67
Closed
59
Calls
$10.2M
Puts
$109M
Net Calls
-$98.9M
Net Calls Change
-$100M

Top Buyers

1
PCM
Pentwater Capital Management
Florida
+$144M
2
UOC
UBS O'Connor
Illinois
+$94.4M
3
HI
HBK Investments
Texas
+$82.2M
4
Norges Bank
Norges Bank
Norway
+$61M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$59.6M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$142M
2
ClearBridge Investments
ClearBridge Investments
New York
-$104M
3
American Century Companies
American Century Companies
Missouri
-$85.2M
4
Victory Capital Management
Victory Capital Management
Texas
-$59.2M
5
PP
Pertento Partners
United Kingdom
-$50.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
76
Angelo Gordon & Co
New York
$4.44M +$4.08M +46,884 New
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$4.32M -$11.1K -127 -0.3%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$4.21M +$146K +1,674 +4%
Corient Private Wealth
79
Corient Private Wealth
Florida
$3.95M +$99.8K +1,147 +3%
Citadel Advisors
80
Citadel Advisors
Florida
$3.75M +$3.44M +39,543 New
Legal & General Group
81
Legal & General Group
United Kingdom
$3.73M -$26.2K -301 -0.8%
AIMCA
82
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.73M +$3.42M +39,300 New
DFCM
83
Dark Forest Capital Management
Puerto Rico
$3.48M +$3.2M +36,755 New
CG
84
Carmignac Gestion
France
$3.41M +$3.13M +35,923 New
SCM
85
Shelton Capital Management
Colorado
$3.35M -$5.57K -64 -0.2%
Stifel Financial
86
Stifel Financial
Missouri
$3.25M -$2.92M -33,547 -49%
BFM
87
Boothbay Fund Management
New York
$2.98M +$2.74M +31,437 New
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$2.87M -$39.7K -456 -1%
CM
89
Capula Management
Cayman Islands
$2.84M +$2.61M +30,000 New
Raymond James Financial
90
Raymond James Financial
Florida
$2.72M -$3.98M -45,684 -61%
SCS
91
Syquant Capital SAS
France
$2.65M +$2.44M +28,000 New
YCM
92
Yakira Capital Management
Connecticut
$2.63M +$2.41M +27,700 New
KTA
93
Keeley-Teton Advisors
Illinois
$2.42M -$483K -5,550 -18%
GI
94
GAMCO Investors
Connecticut
$2.39M -$896K -10,300 -29%
Two Sigma Investments
95
Two Sigma Investments
New York
$2.38M -$10.7M -122,810 -83%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$2.35M +$76.7K +881 +4%
ECM
97
ExodusPoint Capital Management
New York
$2.18M +$2M +22,972 New
ACM
98
Aquatic Capital Management
Illinois
$2.17M +$1.99M +22,841 New
Russell Investments Group
99
Russell Investments Group
United Kingdom
$2.13M -$1.28M -14,676 -40%
Allianz Asset Management
100
Allianz Asset Management
Germany
$2.1M -$1.7M -19,491 -47%
2 3
4
5 6

HEES Hedge Fund Activity: Q1 2025 in Review

250 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2025, worth a combined $2.97B — up 98% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new HEES positions and 59 closed out — a net gain of 53 holders — while 49 added to existing stakes and 67 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $144M. The largest seller was Macquarie Group, cutting an estimated $142M.

  • 250 institutional investors held H&E Equipment Services (HEES) as of Q1 2025, up from 198 in Q4 2024.
  • Funds reported $2.97B of H&E Equipment Services stock for Q1 2025, up 98% quarter-over-quarter.
  • 112 funds opened new H&E Equipment Services positions in Q1 2025 and 59 closed out, a net change of +53 holders.
  • The largest H&E Equipment Services buyer in Q1 2025 was Pentwater Capital Management, an estimated $144M added.
  • The largest H&E Equipment Services seller in Q1 2025 was Macquarie Group, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2025.