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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
FFA
201
Farther Finance Advisors
California
$7.75K – – –
LC
202
Lindbrook Capital
California
$7.7K – – –
Walleye Trading
203
Walleye Trading
New York
$7.19K +$6.14K +112 New
FHA
204
First Horizon Advisors
Tennessee
$6.87K – – –
HIM
205
Hillsdale Investment Management
Ontario, Canada
$6.42K -$548 -10 -9%
TSWM
206
Tyler-Stone Wealth Management
Ohio
$6.42K – – –
GRP
207
Global Retirement Partners
California
$4.35K +$165 +3 +5%
Barrow, Hanley, Mewhinney & Strauss
208
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.59K – – –
PA
209
Parallel Advisors
California
$3.1K – – –
POIA
210
Pin Oak Investment Advisors
Texas
$3K – – –
GI
211
GAMMA Investing
California
$1.99K – – –
AWM
212
Avior Wealth Management
Nebraska
$449 +$384 +7 New
RIL
213
Rothschild Investment LLC
Illinois
$321 +$274 +5 New
PTC
214
Private Trust Company
Ohio
$257 +$219 +4 New
AF
215
Allworth Financial
California
$129 +$110 +2 New
CSS
216
Cubist Systematic Strategies
Connecticut
– -$2.03M -38,763 Closed
D.E. Shaw & Co
217
D.E. Shaw & Co
New York
– -$1.37M -26,250 Closed
CCIA
218
Campbell & Co Investment Adviser
Maryland
– -$1.28M -24,558 Closed
SSA
219
Schonfeld Strategic Advisors
New York
– -$995K -19,023 Closed
SCM
220
Semanteon Capital Management
Massachusetts
– -$879K -16,793 Closed
DFCM
221
Dark Forest Capital Management
Puerto Rico
– -$617K -11,797 Closed
DTL
222
Dynamic Technology Lab
Singapore
– -$482K -9,218 Closed
Man Group
223
Man Group
United Kingdom
– -$368K -7,029 Closed
OQS
224
Occudo Quantitative Strategies
Florida
– -$324K -6,200 Closed
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
– -$309K -5,970 Closed
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.