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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
WSCM
176
Wellington Shields Capital Management
New York
$205K +$175K +3,200 New
AIP
177
Ameritas Investment Partners
Nebraska
$205K – – –
ATPW
178
Ashton Thomas Private Wealth
Arizona
$202K +$173K +3,147 New
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$196K -$2.69K -49 -2%
SG Americas Securities
180
SG Americas Securities
New York
$170K +$145K +2,647 New
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$143K +$55.2K +1,006 +83%
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$113K -$3.07K -56 -3%
QT
183
Quantbot Technologies
New York
$89.3K -$225K -4,094 -75%
N
184
Natixis
France
$76.4K -$603 -11 -0.9%
AB
185
Amalgamated Bank
New York
$70K -$190K -3,471 -76%
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$50.5K +$219 +4 +0.5%
SPIA
187
Steward Partners Investment Advisory
New York
$45.6K – – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$42K – – –
PS
189
Principal Securities
Iowa
$33.8K +$7.62K +139 +36%
QL
190
Quarry LP
New York
$24.3K +$7.18K +131 +53%
TRCT
191
Tower Research Capital (TRC)
New York
$23.4K -$375K -6,837 -95%
US Bancorp
192
US Bancorp
Minnesota
$23.1K +$2.52K +46 +15%
S
193
SignatureFD
Georgia
$18.4K +$329 +6 +2%
OP
194
ORG Partners
Indiana
$16K +$13.9K +254 New
CT
195
Colonial Trust
South Carolina
$12.9K +$55 +1 +0.5%
QCG
196
Quadrant Capital Group
Ohio
$12.6K +$932 +17 +9%
BL
197
BFSG LLC
California
$11.6K – – –
RFS
198
Richardson Financial Services
Massachusetts
$11.4K +$2.3K +42 +31%
GI
199
Gradient Investments
Minnesota
$9.63K – – –
ME
200
McIlrath & Eck
Washington
$8.98K – – –
6 7
8
9 10

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.