H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
225 hedge funds and large institutions have $1.41B invested in H&E Equipment Services in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 82 reducing their positions, and 34 closing their positions.
164% more call options, than puts
Call options by funds: $5.88M | Put options by funds: $2.23M
29% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 34
13% more capital invested
Capital invested by funds: $1.24B → $1.41B (+$166M)
5% more funds holding
Funds holding: 215 → 225 (+10)
2.19% more ownership
Funds ownership: 77.05% → 79.24% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 82
Top Buyers
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$22.9M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$19.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$18.2M |
| 4 |
Morgan Stanley
New York
|
+$12.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$6.21M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$19.5M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$10.8M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$5.92M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$5.49M |
| 5 |
HV
HST Ventures
Park City,
Utah
|
-$4.76M |
HEES Hedge Fund Activity: Q3 2024 in Review
225 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2024, worth a combined $1.41B — up 13% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HEES positions and 34 closed out — a net gain of 10 holders — while 70 added to existing stakes and 82 trimmed.
The largest buyer was Cooke & Bieler, opening a new position worth an estimated $22.9M. The largest seller was Invesco, cutting an estimated $19.5M.
- 225 institutional investors held H&E Equipment Services (HEES) as of Q3 2024, up from 215 in Q2 2024.
- Funds reported $1.41B of H&E Equipment Services stock for Q3 2024, up 13% quarter-over-quarter.
- 44 funds opened new H&E Equipment Services positions in Q3 2024 and 34 closed out, a net change of +10 holders.
- The largest H&E Equipment Services buyer in Q3 2024 was Cooke & Bieler, an estimated $22.9M added.
- The largest H&E Equipment Services seller in Q3 2024 was Invesco, an estimated $19.5M sold.
Based on aggregated 13F filings for Q3 2024.