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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
BIA
176
Bell Investment Advisors
California
$726 +$620 +16 New
BCM
177
Bridgeway Capital Management
Texas
-$2.07M -72,900 Closed
AC
178
Apogem Capital
New York
-$1.04M -36,805 Closed
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
-$923K -32,557 Closed
JF
180
Jump Financial
Illinois
-$720K -25,400 Closed
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
-$552K -19,482 Closed
Jane Street
182
Jane Street
New York
-$460K -11,877 Closed
DTL
183
Dynamic Technology Lab
Singapore
-$333K -11,740 Closed
EA
184
Emerald Advisers
Pennsylvania
-$230K -8,099 Closed
Simplex Trading
185
Simplex Trading
Illinois
-$87.7K -2,265 Closed
EBA
186
Eagle Bay Advisors
New York
-$50K -1,775 Closed
SO
187
STRS Ohio
Ohio
-$31K -1,100 Closed
ACM
188
Aquatic Capital Management
Illinois
-$23K -800 Closed
PA
189
Parallel Advisors
California
-$1K -51 Closed
C
190
Covestor
United Kingdom
-$116 -3 -23%

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.