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HEES

H&E Equipment Services
HEES

Delisted

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

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216 hedge funds and large institutions have $1.8B invested in H&E Equipment Services in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $9.17M | Put options by funds: $2.86M

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

20% more capital invested

Capital invested by funds: $1.5B → $1.8B (+$301M)

7% more funds holding

Funds holding: 201 → 216 (+15)

1.43% less ownership

Funds ownership: 78.56% → 77.13% (-1.4%)

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
37
Increased
63
Reduced
83
Closed
21
Calls
$9.17M
Puts
$2.86M
Net Calls
+$6.32M
Net Calls Change
-$6.14M

Top Buyers

1
PP
Pertento Partners
United Kingdom
+$20M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$18.4M
3
Wells Fargo
Wells Fargo
California
+$9.47M
4
American Century Companies
American Century Companies
Missouri
+$6.14M
5
CM
Castleark Management
Illinois
+$6.02M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$31.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$14M
3
BlackRock
BlackRock
New York
-$13.7M
4
IECM
Intrinsic Edge Capital Management
Illinois
-$10.4M
5
Victory Capital Management
Victory Capital Management
Texas
-$5.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
126
BTC Capital Management
Iowa
$615K +$526K +9,587 New
DT
127
Diversified Trust
Tennessee
$611K +$125K +2,288 +32%
YIH
128
Y-Intercept (HK)
Hong Kong
$600K +$9.98K +182 +2%
ASRS
129
Arizona State Retirement System
Arizona
$579K -$7.51K -137 -1%
CCC
130
Chesapeake Capital Corp
Florida
$576K +$6.75K +123 +1%
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$549K -$1.26K -23 -0.3%
Citadel Advisors
132
Citadel Advisors
Florida
$509K -$3.2M -58,393 -88%
PMAM
133
Penn Mutual Asset Management
Pennsylvania
$507K +$178K +3,250 +70%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$500K -$91.7K -1,672 -18%
Verition Fund Management
135
Verition Fund Management
Connecticut
$495K -$161K -2,929 -28%
PTC
136
Petrus Trust Company
Texas
$482K +$412K +7,510 New
Lazard Asset Management
137
Lazard Asset Management
New York
$465K +$1.59K +29 +0.4%
HC
138
Henshaw Capital
Massachusetts
$450K – – –
CAG
139
Crestwood Advisors Group
Massachusetts
$449K – – –
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$444K +$20.2K +368 +6%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$442K +$378K +6,888 New
Franklin Resources
142
Franklin Resources
California
$430K – – –
VI
143
Versor Investments
New York
$421K +$126K +2,300 +54%
Renaissance Technologies
144
Renaissance Technologies
New York
$417K -$1.12M -20,400 -76%
Walleye Capital
145
Walleye Capital
New York
$399K -$460K -8,395 -57%
AA
146
ALPS Advisors
Colorado
$393K -$67.6K -1,232 -17%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$375K -$356K -6,492 -53%
ProShare Advisors
148
ProShare Advisors
Maryland
$371K +$24.9K +454 +9%
MML Investors Services
149
MML Investors Services
Massachusetts
$365K -$35.9K -655 -10%
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$362K – – –
4 5
6
7 8

HEES Hedge Fund Activity: Q1 2024 in Review

216 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2024, worth a combined $1.8B — up 20% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HEES positions and 21 closed out — a net gain of 16 holders — while 63 added to existing stakes and 83 trimmed.

The largest buyer was Pertento Partners, opening a new position worth an estimated $20M. The largest seller was Morgan Stanley, cutting an estimated $31.4M.

  • 216 institutional investors held H&E Equipment Services (HEES) as of Q1 2024, up from 201 in Q4 2023.
  • Funds reported $1.8B of H&E Equipment Services stock for Q1 2024, up 20% quarter-over-quarter.
  • 37 funds opened new H&E Equipment Services positions in Q1 2024 and 21 closed out, a net change of +16 holders.
  • The largest H&E Equipment Services buyer in Q1 2024 was Pertento Partners, an estimated $20M added.
  • The largest H&E Equipment Services seller in Q1 2024 was Morgan Stanley, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2024.