H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
199 hedge funds and large institutions have $1.5B invested in H&E Equipment Services in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 50 closing their positions.
61% more call options, than puts
Call options by funds: $3.89M | Put options by funds: $2.41M
14% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 64
7% more capital invested
Capital invested by funds: $1.41B → $1.5B (+$93.9M)
4.65% more ownership
Funds ownership: 79.24% → 83.89% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less funds holding
Funds holding: 225 → 199 (-26)
44% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$44.8M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$34.8M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$32M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$22.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17.6M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$11.1M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$10.3M |
| 4 |
LC
Loews Corp
New York
|
-$8.54M |
| 5 |
ClearBridge Investments
New York
|
-$8.53M |
HEES Hedge Fund Activity: Q4 2024 in Review
199 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2024, worth a combined $1.5B — up 6.7% from $1.41B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of HEES and 28 opened new positions — a net loss of 22 holders — while 64 trimmed existing stakes and 73 added.
The largest buyer was Westwood Holdings Group, adding an estimated $44.8M. The largest seller was Morgan Stanley, cutting an estimated $17.6M.
- 199 institutional investors held H&E Equipment Services (HEES) as of Q4 2024, down from 225 in Q3 2024.
- Funds reported $1.5B of H&E Equipment Services stock for Q4 2024, up 6.7% quarter-over-quarter.
- 28 funds opened new H&E Equipment Services positions in Q4 2024 and 50 closed out, a net change of -22 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.