H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
201 hedge funds and large institutions have $1.48B invested in H&E Equipment Services in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 83 reducing their positions, and 21 closing their positions.
2,205% more call options, than puts
Call options by funds: $13M | Put options by funds: $565K
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
25% more capital invested
Capital invested by funds: $1.19B → $1.48B (+$295M)
8% more funds holding
Funds holding: 186 → 201 (+15)
2.2% more ownership
Funds ownership: 75.42% → 77.62% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
27% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$38.8M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$11.9M |
| 3 |
Neuberger Berman Group
New York
|
+$6.69M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$6.17M |
| 5 |
BlackRock
New York
|
+$6.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$10.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$4.53M |
| 3 |
Janus Henderson Group
London,
|
-$4.48M |
| 4 |
MAP
Moody Aldrich Partners
Marblehead,
Massachusetts
|
-$3.75M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$3.05M |
HEES Hedge Fund Activity: Q4 2023 in Review
201 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2023, worth a combined $1.48B — up 25% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HEES positions and 21 closed out — a net gain of 16 holders — while 61 added to existing stakes and 83 trimmed.
The largest buyer was Macquarie Group, adding an estimated $38.8M. The largest seller was Redwood Investments, cutting an estimated $10.7M.
- 201 institutional investors held H&E Equipment Services (HEES) as of Q4 2023, up from 186 in Q3 2023.
- Funds reported $1.48B of H&E Equipment Services stock for Q4 2023, up 25% quarter-over-quarter.
- 37 funds opened new H&E Equipment Services positions in Q4 2023 and 21 closed out, a net change of +16 holders.
- The largest H&E Equipment Services buyer in Q4 2023 was Macquarie Group, an estimated $38.8M added.
- The largest H&E Equipment Services seller in Q4 2023 was Redwood Investments, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2023.