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HEES

H&E Equipment Services
HEES

Delisted

HEES was delisted on the 30th of May, 2025.

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198 hedge funds and large institutions have $1.51B invested in H&E Equipment Services in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $2.41M

16% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 64

7% more capital invested

Capital invested by funds: $1.41B → $1.51B (+$95.8M)

4.75% more ownership

Funds ownership: 79.24% → 84% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less funds holding

Funds holding: 225 → 198 (-27)

46% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 50

Holders
198
Holders Change
-27
Holders Change %
-12%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
74
Reduced
64
Closed
50
Calls
$3.89M
Puts
$2.41M
Net Calls
+$1.48M
Net Calls Change
-$2.17M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$44.8M
2
Victory Capital Management
Victory Capital Management
Texas
+$34.8M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$32M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$22.6M
5
UBS Group
UBS Group
Switzerland
+$17.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$17.6M
2
GC
Guggenheim Capital
Illinois
-$11.1M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.3M
4
LC
Loews Corp
New York
-$8.54M
5
ClearBridge Investments
ClearBridge Investments
New York
-$8.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
201
Cubist Systematic Strategies
Connecticut
– -$3.08M -63,370 Closed
HF
202
HRT Financial
New York
– -$3.06M -62,888 Closed
Millennium Management
203
Millennium Management
New York
– -$2.75M -56,462 Closed
IA
204
Icon Advisers
Colorado
– -$2.24M -46,000 Closed
Voloridge Investment Management
205
Voloridge Investment Management
Florida
– -$1.98M -40,619 Closed
EGM
206
Engineers Gate Manager
New York
– -$1.65M -33,939 Closed
JF
207
Jump Financial
Illinois
– -$1.57M -32,284 Closed
LSV Asset Management
208
LSV Asset Management
Illinois
– -$1.27M -26,100 Closed
SGI
209
Summit Global Investments
Utah
– -$1.14M -23,343 Closed
CCIA
210
Campbell & Co Investment Adviser
Maryland
– -$1.11M -22,766 Closed
SCM
211
Semanteon Capital Management
Massachusetts
– -$1.03M -21,103 Closed
VI
212
Versor Investments
New York
– -$1.01M -20,781 Closed
2C
213
272 Capital
Texas
– -$974K -20,000 Closed
GCP
214
GSA Capital Partners
United Kingdom
– -$963K -19,778 Closed
Squarepoint
215
Squarepoint
New York
– -$927K -19,051 Closed
Verition Fund Management
216
Verition Fund Management
Connecticut
– -$893K -18,353 Closed
LOAMU
217
Lombard Odier Asset Management (USA)
New York
– -$828K -17,019 Closed
QT
218
Quantbot Technologies
New York
– -$734K -15,084 Closed
BFM
219
Boothbay Fund Management
New York
– -$688K -14,131 Closed
RP
220
Repertoire Partners
New York
– -$677K -13,909 Closed
Holocene Advisors
221
Holocene Advisors
New York
– -$524K -10,767 Closed
SG Americas Securities
222
SG Americas Securities
New York
– -$522K -10,730 Closed
DTL
223
Dynamic Technology Lab
Singapore
– -$398K -8,174 Closed
ECM
224
ExodusPoint Capital Management
New York
– -$370K -7,596 Closed
SPA
225
Sherbrooke Park Advisers
New York
– -$362K -7,445 Closed
6 7 8
9
10

HEES Hedge Fund Activity: Q4 2024 in Review

198 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2024, worth a combined $1.51B — up 6.8% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of HEES and 27 opened new positions — a net loss of 23 holders — while 64 trimmed existing stakes and 74 added.

The largest buyer was Westwood Holdings Group, adding an estimated $44.8M. The largest seller was Morgan Stanley, cutting an estimated $17.6M.

  • 198 institutional investors held H&E Equipment Services (HEES) as of Q4 2024, down from 225 in Q3 2024.
  • Funds reported $1.51B of H&E Equipment Services stock for Q4 2024, up 6.8% quarter-over-quarter.
  • 27 funds opened new H&E Equipment Services positions in Q4 2024 and 50 closed out, a net change of -23 holders.
  • The largest H&E Equipment Services buyer in Q4 2024 was Westwood Holdings Group, an estimated $44.8M added.
  • The largest H&E Equipment Services seller in Q4 2024 was Morgan Stanley, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2024.