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HEES

H&E Equipment Services
HEES

Delisted

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

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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
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$786K -$3.05M -55,987 -78%
CF
102
Corebridge Financial
Texas
$785K -$66K -1,211 -7%
KPPF
103
Klein Pavlis & Peasley Financial
California
$751K +$186K +3,420 +29%
LIP
104
Lighthouse Investment Partners
Florida
$731K +$813K +14,932 New
VPIM
105
Vanguard Personalized Indexing Management
California
$683K -$173K -3,179 -19%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$601K +$15.4K +282 +2%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$581K -$1.76M -32,301 -73%
SSA
108
Schonfeld Strategic Advisors
New York
$559K +$344K +6,320 +124%
BCM
109
BTC Capital Management
Iowa
$535K -$61.7K -1,133 -9%
KLCM
110
KG&L Capital Management
Louisiana
$520K -$27.2K -500 -4%
DT
111
Diversified Trust
Tennessee
$520K +$31.3K +574 +6%
Jennison Associates
112
Jennison Associates
New York
$498K +$554K +10,170 New
ASRS
113
Arizona State Retirement System
Arizona
$466K +$3.1K +57 +0.6%
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$462K +$141K +2,587 +38%
HC
115
Henshaw Capital
Massachusetts
$452K – – –
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$447K – – –
ProShare Advisors
117
ProShare Advisors
Maryland
$445K +$163K +2,990 +49%
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$410K – – –
Franklin Resources
119
Franklin Resources
California
$391K -$3.27K -60 -0.7%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$372K +$46.9K +861 +13%
Renaissance Technologies
121
Renaissance Technologies
New York
$359K +$399K +7,332 New
Lazard Asset Management
122
Lazard Asset Management
New York
$358K -$238K -4,366 -37%
PFSRSONJ
123
Police & Firemen's Retirement System of New Jersey
New Jersey
$345K +$384K +7,047 New
CAG
124
Crestwood Advisors Group
Massachusetts
$343K – – –
BBP
125
Banco BTG Pactual
Brazil
$338K +$381K +7,000 New
3 4
5
6 7

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.