H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
176 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, 55 increasing their positions, 69 reducing their positions, and 13 closing their positions.
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: 2 → 4 (+2)
55% more capital invested
Capital invested by funds: $781M → $1.21B (+$430M)
9% more funds holding
Funds holding: 161 → 176 (+15)
2.74% less ownership
Funds ownership: 76.25% → 73.51% (-2.7%)
20% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$20.8M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$12.7M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$12M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.09M |
| 5 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$10.3M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.98M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.54M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.06M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.02M |
HEES Hedge Fund Activity: Q4 2022 in Review
176 of the 6,237 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 55% from $781M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HEES positions and 13 closed out — a net gain of 18 holders — while 55 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 $10.3M.
- 176 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 55% 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 $10.3M sold.
Based on aggregated 13F filings for Q4 2022.