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HEES

H&E Equipment Services

Delisted

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

161 hedge funds and large institutions have $813M invested in H&E Equipment Services in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $447K

2.39% more ownership

Funds ownership: 77.02%79.41% (+2.4%)

1% more capital invested

Capital invested by funds: $806M → $813M (+$6.94M)

1% less funds holding

Funds holding: 162161 (-1)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
161
Holders Change
-1
Holders Change %
-0.62%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
57
Reduced
59
Closed
16
Calls
$1.3M
Puts
$447K
Net Calls
+$856K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$9K +$4.72K +150 +95%
TWA
152
TCI Wealth Advisors
Arizona
$4K
TSWM
153
Tyler-Stone Wealth Management
Ohio
$3K
EI
154
Ellevest Inc
New York
$2K -$346 -11 -14%
MGIM
155
M&G Investment Management
United Kingdom
$1.23K
S
156
SignatureFD
Georgia
$1K -$126 -4 -10%
GWS
157
Glassman Wealth Services
Virginia
$1K
PA
158
Parallel Advisors
California
$1K
POIA
159
Pin Oak Investment Advisors
Texas
$1K
LC
160
Lindbrook Capital
California
$1K +$503 +16 +94%
DCM
161
Driehaus Capital Management
Illinois
-$4.98M -172,029 Closed
EMFAT
162
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$4.38M -151,332 Closed
PI
163
Putnam Investments
Massachusetts
-$3.09M -106,725 Closed
SC
164
Shellback Capital
Massachusetts
-$2.65M -91,379 Closed
State of New Jersey Common Pension Fund D
165
State of New Jersey Common Pension Fund D
New Jersey
-$1.97M -68,015 Closed
CIP
166
Chartwell Investment Partners
Pennsylvania
-$1.17M -40,242 Closed
SIM
167
SummerHaven Investment Management
Connecticut
-$810K -27,948 Closed
HF
168
HRT Financial
New York
-$449K -15,509 Closed
CMF
169
Counterpoint Mutual Funds
California
-$227K -7,821 Closed
VI
170
Versor Investments
New York
-$203K -7,006 Closed
PHK
171
Point72 Hong Kong
Hong Kong
-$48K -1,661 Closed
TCWM
172
Total Clarity Wealth Management
Illinois
-$35K -1,200 Closed
Group One Trading
173
Group One Trading
Illinois
-$29.2K -929 Closed
Allspring Global Investments
174
Allspring Global Investments
North Carolina
-$26K -922 Closed
SWM
175
SeaCrest Wealth Management
New York
-$21K -715 Closed

HEES Hedge Fund Activity: Q3 2022 in Review

161 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q3 2022, worth a combined $813M — up 0.86% from $806M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HEES and 15 opened new positions — a net loss of 1 holder — while 59 trimmed existing stakes and 57 added.

The largest buyer was Janus Henderson Group, adding an estimated $35.5M. The largest seller was VOYA Investment Management, cutting an estimated $10.9M.

  • 161 institutional investors held H&E Equipment Services (HEES) as of Q3 2022, down from 162 in Q2 2022.
  • Funds reported $813M of H&E Equipment Services stock for Q3 2022, up 0.86% quarter-over-quarter.
  • 15 funds opened new H&E Equipment Services positions in Q3 2022 and 16 closed out, a net change of -1 holder.
  • The largest H&E Equipment Services buyer in Q3 2022 was Janus Henderson Group, an estimated $35.5M added.
  • The largest H&E Equipment Services seller in Q3 2022 was VOYA Investment Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2022.