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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
CAN
151
Cetera Advisor Networks
California
$336K +$61.1K +1,115 +27%
DekaBank Deutsche Girozentrale
152
DekaBank Deutsche Girozentrale
Germany
$331K – – –
DA
153
Denali Advisors
California
$321K +$274K +5,000 New
AP
154
Americana Partners
Texas
$314K -$5.26K -96 -2%
LMKC
155
L.M. Kohn & Company
Ohio
$286K – – –
BHCM
156
Brevan Howard Capital Management
Jersey
$278K -$136K -2,477 -36%
Principal Financial Group
157
Principal Financial Group
Iowa
$278K +$237K +4,327 New
SPA
158
Sherbrooke Park Advisers
New York
$276K +$236K +4,302 New
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$261K +$223K +4,069 New
SAM
160
Shell Asset Management
Netherlands
$258K -$189K -3,447 -37%
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$245K +$210K +3,821 New
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$243K +$211K +3,854 New
APP
163
Avantax Planning Partners
Iowa
$240K -$29.4K -537 -13%
GAM
164
Gotham Asset Management
New York
$236K +$201K +3,670 New
Mariner
165
Mariner
Kansas
$227K +$194K +3,536 New
Creative Planning
166
Creative Planning
Kansas
$225K +$193K +3,513 New
QCM
167
QRG Capital Management
Illinois
$217K +$186K +3,385 New
Capstone Investment Advisors
168
Capstone Investment Advisors
New York
$217K +$186K +3,383 New
VF
169
Virtu Financial
New York
$217K +$185K +3,375 New
QC
170
Quadrature Capital
United Kingdom
$215K -$306K -5,582 -62%
DWA
171
Divergent Wealth Advisors
Utah
$215K +$184K +3,351 New
NRI
172
NFP Retirement Inc
California
$215K +$184K +3,351 New
Mackenzie Financial
173
Mackenzie Financial
Ontario, Canada
$211K -$30.9K -563 -15%
BB
174
Busey Bank
Illinois
$206K +$176K +3,205 New
Point72 Asset Management
175
Point72 Asset Management
Connecticut
$205K -$76.8K -1,400 -30%
5 6
7
8 9

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.