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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
MIM
101
MetLife Investment Management
New Jersey
$737K -$19.1K -493 -3%
CSS
102
Cubist Systematic Strategies
Connecticut
$722K -$1.18M -30,478 -66%
QC
103
Quadrature Capital
United Kingdom
$720K -$98.2K -2,535 -14%
AIG
104
American International Group
New York
$685K -$2.13K -55 -0.4%
GT
105
Glenmede Trust
Pennsylvania
$685K -$150K -3,875 -20%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$653K -$172K -4,430 -24%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$642K -$2.72M -70,156 -83%
AG
108
Algert Global
California
$625K +$129K +3,320 +32%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$614K -$5.85K -151 -1%
EIA
110
Edgemoor Investment Advisors
Maryland
$602K +$514K +13,259 New
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$590K +$736 +19 +0.1%
SAM
112
Shell Asset Management
Netherlands
$564K -$103K -2,652 -18%
BCM
113
BTC Capital Management
Iowa
$564K -$21.3K -549 -4%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$557K
LPL Financial
115
LPL Financial
California
$553K +$46K +1,187 +11%
AR
116
Advisory Research
Illinois
$546K +$466K +12,031 New
BHCM
117
Boulder Hill Capital Management
New York
$463K +$395K +10,200 New
ECM
118
ExodusPoint Capital Management
New York
$454K -$1.86M -48,106 -83%
GCP
119
GSA Capital Partners
United Kingdom
$444K -$1M -25,863 -73%
IRC
120
Investors Research Corp
Georgia
$424K
ASRS
121
Arizona State Retirement System
Arizona
$417K +$13.1K +339 +4%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$383K +$2.05K +53 +0.6%
OQS
123
Occudo Quantitative Strategies
Florida
$380K +$324K +8,363 New
HSBC Holdings
124
HSBC Holdings
United Kingdom
$346K +$296K +7,636 New
VI
125
Versor Investments
New York
$331K +$283K +7,300 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.