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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
QC
101
Quadrature Capital
United Kingdom
$522K +$579K +18,401 New
HIM
102
Hillsdale Investment Management
Ontario, Canada
$513K -$94.4K -3,000 -14%
MIM
103
MetLife Investment Management
New Jersey
$474K
AIG
104
American International Group
New York
$429K +$6.76K +215 +1%
SAM
105
Shell Asset Management
Netherlands
$427K -$124K -3,946 -21%
SG Americas Securities
106
SG Americas Securities
New York
$401K +$334K +10,611 +301%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$388K +$6.64K +211 +2%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$371K +$818 +26 +0.2%
BCM
109
BTC Capital Management
Iowa
$368K +$3.46K +110 +0.9%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$368K -$9.09K -289 -2%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$347K -$10.9M -345,015 -97%
DFCM
112
Dark Forest Capital Management
Puerto Rico
$343K -$283K -9,002 -43%
Jane Street
113
Jane Street
New York
$336K +$374K +11,877 New
DTL
114
Dynamic Technology Lab
Singapore
$333K +$369K +11,740 New
Barclays
115
Barclays
United Kingdom
$326K +$312K +9,906 +619%
LPL Financial
116
LPL Financial
California
$311K -$8.24K -262 -2%
AG
117
Algert Global
California
$296K +$328K +10,440 New
IRC
118
Investors Research Corp
Georgia
$265K
Fidelity Investments
119
Fidelity Investments
Massachusetts
$265K +$268K +8,506 +980%
QT
120
Quantbot Technologies
New York
$255K +$152K +4,819 +115%
ASRS
121
Arizona State Retirement System
Arizona
$251K +$818 +26 +0.3%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$238K -$16.8K -533 -6%
EA
123
Emerald Advisers
Pennsylvania
$230K -$7.76M -246,809 -97%
BCI
124
Brinker Capital Investments
Pennsylvania
$217K +$12.3K +391 +5%
VRS
125
Virginia Retirement Systems
Virginia
$210K +$233K +7,400 New

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.