We are live on ! Find out more
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
VRS
126
Virginia Retirement Systems
Virginia
$295K -$34.9K -900 -12%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$291K +$249K +6,425 New
MML Investors Services
128
MML Investors Services
Massachusetts
$290K +$248K +6,395 New
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$288K +$53.8K +1,390 +28%
BCI
130
Brinker Capital Investments
Pennsylvania
$277K -$60.3K -1,557 -20%
PP
131
PDT Partners
New York
$269K -$45.1K -1,165 -16%
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$256K +$218K +5,637 New
AB
133
Amalgamated Bank
New York
$233K
OAM
134
Oppenheimer Asset Management
New York
$217K +$185K +4,786 New
Citigroup
135
Citigroup
New York
$179K -$5.42K -140 -3%
CMF
136
Counterpoint Mutual Funds
California
$148K +$126K +3,265 New
SG Americas Securities
137
SG Americas Securities
New York
$147K -$422K -10,901 -77%
N
138
Natixis
France
$139K +$119K +3,072 New
AIP
139
Ameritas Investment Partners
Nebraska
$123K
WWM
140
Wolff Wiese Magana
California
$118K +$100K +2,591 New
QT
141
Quantbot Technologies
New York
$114K -$251K -6,486 -72%
BFEC
142
Benjamin F. Edwards & Company
Missouri
$114K -$116K -2,999 -54%
Osaic Holdings
143
Osaic Holdings
Arizona
$109K -$6.66K -172 -7%
Canada Life
144
Canada Life
Manitoba, Canada
$90K
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$86.9K
Walleye Trading
146
Walleye Trading
New York
$84.5K +$72.1K +1,862 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$77.8K +$12.6K +325 +23%
DFCM
148
Dark Forest Capital Management
Puerto Rico
$70.9K -$409K -10,553 -87%
ASN
149
Advisory Services Network
Georgia
$63.6K +$54.2K +1,400 New
Dimensional Fund Advisors
150
Dimensional Fund Advisors
Texas
$57.3K +$207K +5,356 +0.4%

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.