H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
189 hedge funds and large institutions have $1.25B invested in H&E Equipment Services in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 79 reducing their positions, and 17 closing their positions.
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
52% more call options, than puts
Call options by funds: $5.69M | Put options by funds: $3.73M
7% more funds holding
Funds holding: 177 → 189 (+12)
3% more capital invested
Capital invested by funds: $1.21B → $1.25B (+$37M)
0.78% more ownership
Funds ownership: 76.98% → 77.76% (+0.78%)
28% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 79
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$29.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$27.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11M |
| 4 |
Morgan Stanley
New York
|
+$6.83M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$5.35M |
Top Sellers
| 1 |
MVP
Medina Value Partners
Los Angeles,
California
|
-$20M |
| 2 |
Goldman Sachs
New York
|
-$13.4M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$12.6M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$11.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
201
Advisory Services Network
Atlanta,
Georgia
| – | -$63.6K | -1,400 | Closed |
|
|
MAM
202
Meeder Asset Management
Dublin,
Ohio
| – | -$44.5K | -980 | Closed |
|
|
FMP
203
Financial Management Professionals
Austin,
Texas
| – | -$31K | -686 | Closed |
|
|
PTC
204
Private Trust Company
Cleveland,
Ohio
| – | -$9K | -200 | Closed |
|
205
Parallax Volatility Advisers
San Francisco,
California
| – | -$4K | -88 | Closed |
|
|
C
206
Covestor
London,
United Kingdom
| – | -$195 | -4 | -40% |
|
HEES Hedge Fund Activity: Q1 2023 in Review
189 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2023, worth a combined $1.25B — up 3.1% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HEES positions and 17 closed out — a net gain of 13 holders — while 57 added to existing stakes and 79 trimmed.
The largest buyer was Invesco, adding an estimated $29.3M. The largest seller was Medina Value Partners, exiting entirely with an estimated $20M sold.
- 189 institutional investors held H&E Equipment Services (HEES) as of Q1 2023, up from 177 in Q4 2022.
- Funds reported $1.25B of H&E Equipment Services stock for Q1 2023, up 3.1% quarter-over-quarter.
- 30 funds opened new H&E Equipment Services positions in Q1 2023 and 17 closed out, a net change of +13 holders.
- The largest H&E Equipment Services buyer in Q1 2023 was Invesco, an estimated $29.3M added.
- The largest H&E Equipment Services seller in Q1 2023 was Medina Value Partners, an estimated $20M sold.
Based on aggregated 13F filings for Q1 2023.