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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
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$46K -$87.8K -2,266 -69%
WT
152
Whittier Trust
California
$45.4K
MAM
153
Meeder Asset Management
Ohio
$44.5K -$3.41K -88 -8%
BFPW
154
BOK Financial Private Wealth
Colorado
$38.1K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$33K +$581 +15 +2%
FMP
156
Financial Management Professionals
Texas
$31K +$26.6K +686 New
SPIA
157
Steward Partners Investment Advisory
New York
$30.1K
ACM
158
Antonetti Capital Management
Florida
$25K
BBHC
159
Brown Brothers Harriman & Co
New York
$19.3K
PTC
160
Private Trust Company
Ohio
$9K -$3.87K -100 -33%
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$8.22K +$7.01K +181 New
QCG
162
Quadrant Capital Group
Ohio
$7.49K -$5.54K -143 -46%
TRCT
163
Tower Research Capital (TRC)
New York
$7K -$218K -5,620 -97%
TWA
164
TCI Wealth Advisors
Arizona
$6.86K
TSWM
165
Tyler-Stone Wealth Management
Ohio
$5K
BAM
166
Belpointe Asset Management
Nevada
$4.99K +$4.26K +110 New
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.09K +$3.49K +90 New
Parallax Volatility Advisers
168
Parallax Volatility Advisers
California
$4K +$3.41K +88 New
LC
169
Lindbrook Capital
California
$3.81K +$1.98K +51 +155%
EI
170
Ellevest Inc
New York
$2.95K
FHA
171
First Horizon Advisors
Tennessee
$2.72K +$2.32K +60 New
GRP
172
Global Retirement Partners
California
$2.28K +$1.94K +50 New
POIA
173
Pin Oak Investment Advisors
Texas
$2K
GWS
174
Glassman Wealth Services
Virginia
$1.95K
S
175
SignatureFD
Georgia
$1.09K -$542 -14 -37%

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.