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HEES

H&E Equipment Services
HEES

Delisted

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

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198 hedge funds and large institutions have $1.51B invested in H&E Equipment Services in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $2.41M

16% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 64

7% more capital invested

Capital invested by funds: $1.41B → $1.51B (+$95.8M)

4.75% more ownership

Funds ownership: 79.24% → 84% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less funds holding

Funds holding: 225 → 198 (-27)

46% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 50

Holders
198
Holders Change
-27
Holders Change %
-12%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
74
Reduced
64
Closed
50
Calls
$3.89M
Puts
$2.41M
Net Calls
+$1.48M
Net Calls Change
-$2.17M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$44.8M
2
Victory Capital Management
Victory Capital Management
Texas
+$34.8M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$32M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$22.6M
5
UBS Group
UBS Group
Switzerland
+$17.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$17.6M
2
GC
Guggenheim Capital
Illinois
-$11.1M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.3M
4
LC
Loews Corp
New York
-$8.54M
5
ClearBridge Investments
ClearBridge Investments
New York
-$8.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$45.8K -$346K -6,353 -87%
SO
152
STRS Ohio
Ohio
$39.2K – – –
CT
153
Colonial Trust
South Carolina
$34.8K +$163 +3 +0.4%
Simplex Trading
154
Simplex Trading
Illinois
$32K +$36.3K +667 New
SPIA
155
Steward Partners Investment Advisory
New York
$30.3K -$2.45K -45 -7%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$28.2K +$27.4K +503 +689%
BAM
157
Byrne Asset Management
New Jersey
$17.6K -$2.72K -50 -12%
US Bancorp
158
US Bancorp
Minnesota
$16.6K – – –
S
159
SignatureFD
Georgia
$15K +$2.12K +39 +15%
NA
160
NewEdge Advisors
Louisiana
$13.7K -$490 -9 -3%
OP
161
ORG Partners
Indiana
$12.3K – – –
HWM
162
Hemington Wealth Management
Virginia
$12K -$218 -4 -2%
PWA
163
Physician Wealth Advisors
Utah
$10.8K +$12K +220 New
HCA
164
Harbor Capital Advisors
Illinois
$10K -$163 -3 -1%
OCM
165
Orion Capital Management
California
$9.94K +$11.1K +203 New
GI
166
GAMMA Investing
California
$9.45K +$1.85K +34 +21%
QCG
167
Quadrant Capital Group
Ohio
$8.91K – – –
BL
168
BFSG LLC
California
$8.81K – – –
VWM
169
Venturi Wealth Management
Texas
$8.03K – – –
FFA
170
Farther Finance Advisors
California
$6.98K +$54 +1 +0.7%
Barrow, Hanley, Mewhinney & Strauss
171
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.56K – – –
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$6.37K +$7.08K +130 New
LC
173
Lindbrook Capital
California
$5.92K – – –
SCM
174
Sterling Capital Management
North Carolina
$5.88K +$4.41K +81 +208%
QL
175
Quarry LP
New York
$5.09K -$2.45K -45 -30%
5 6
7
8 9

HEES Hedge Fund Activity: Q4 2024 in Review

198 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2024, worth a combined $1.51B — up 6.8% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of HEES and 27 opened new positions — a net loss of 23 holders — while 64 trimmed existing stakes and 74 added.

The largest buyer was Westwood Holdings Group, adding an estimated $44.8M. The largest seller was Morgan Stanley, cutting an estimated $17.6M.

  • 198 institutional investors held H&E Equipment Services (HEES) as of Q4 2024, down from 225 in Q3 2024.
  • Funds reported $1.51B of H&E Equipment Services stock for Q4 2024, up 6.8% quarter-over-quarter.
  • 27 funds opened new H&E Equipment Services positions in Q4 2024 and 50 closed out, a net change of -23 holders.
  • The largest H&E Equipment Services buyer in Q4 2024 was Westwood Holdings Group, an estimated $44.8M added.
  • The largest H&E Equipment Services seller in Q4 2024 was Morgan Stanley, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2024.