H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
165 hedge funds and large institutions have $1.15B invested in H&E Equipment Services in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 14 closing their positions.
302% more call options, than puts
Call options by funds: $3.2M | Put options by funds: $796K
71% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 14
5% more funds holding
Funds holding: 157 → 165 (+8)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.34% less ownership
Funds ownership: 77.07% → 76.73% (-0.34%)
6% less capital invested
Capital invested by funds: $1.23B → $1.15B (-$77M)
11% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 63
Top Buyers
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$14.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$9.03M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$6.95M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$6.57M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$4.63M |
Top Sellers
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$31.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$10.7M |
| 3 |
Goldman Sachs
New York
|
-$6.94M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$4.91M |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$3.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWA
176
TCI Wealth Advisors
Tucson,
Arizona
| – | -$6K | -130 | Closed |
|
|
CTB
177
Country Trust Bank
Bloomington,
Illinois
| – | -$3K | -79 | Closed |
|
|
C
178
Covestor
London,
United Kingdom
| – | +$42 | +1 | +11% |
|
179
AssetMark Inc
Concord,
California
| – | +$210 | +5 | New |
|
HEES Hedge Fund Activity: Q1 2022 in Review
165 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2022, worth a combined $1.15B — down 6.3% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HEES positions and 14 closed out — a net gain of 10 holders — while 56 added to existing stakes and 63 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $14.2M. The largest seller was Janus Henderson Group, cutting an estimated $31.7M.
- 165 institutional investors held H&E Equipment Services (HEES) as of Q1 2022, up from 157 in Q4 2021.
- Funds reported $1.15B of H&E Equipment Services stock for Q1 2022, down 6.3% quarter-over-quarter.
- 24 funds opened new H&E Equipment Services positions in Q1 2022 and 14 closed out, a net change of +10 holders.
- The largest H&E Equipment Services buyer in Q1 2022 was VOYA Investment Management, an estimated $14.2M added.
- The largest H&E Equipment Services seller in Q1 2022 was Janus Henderson Group, an estimated $31.7M sold.
Based on aggregated 13F filings for Q1 2022.