H&E Equipment Services
HEES
HEES was delisted on the 30th of May, 2025.
249 hedge funds and large institutions have $2.97B invested in H&E Equipment Services in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 49 increasing their positions, 67 reducing their positions, and 60 closing their positions.
800% more funds holding in top 10
Funds holding in top 10: 1 → 9 (+8)
85% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 60
34% more capital inflows, than outflows
Capital inflows: $1.41B | Capital outflows: $1.06B
25% more funds holding
Funds holding: 199 → 249 (+50)
1.77% more ownership
Funds ownership: 83.89% → 85.67% (+1.8%)
27% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 67
91% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $109M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Pentwater Capital Management
Naples,
Florida
|
+$144M |
| 2 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$94.4M |
| 3 |
HI
HBK Investments
Dallas,
Texas
|
+$82.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$61M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$59.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$142M |
| 2 |
ClearBridge Investments
New York
|
-$104M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$85.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$59.2M |
| 5 |
PP
Pertento Partners
London,
United Kingdom
|
-$50.4M |
HEES Hedge Fund Activity: Q1 2025 in Review
249 of the 7,478 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q1 2025, worth a combined $2.97B — up 98% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new HEES positions and 60 closed out — a net gain of 51 holders — while 49 added to existing stakes and 67 trimmed.
The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $144M. The largest seller was Macquarie Group, cutting an estimated $142M.
- 249 institutional investors held H&E Equipment Services (HEES) as of Q1 2025, up from 199 in Q4 2024.
- Funds reported $2.97B of H&E Equipment Services stock for Q1 2025, up 98% quarter-over-quarter.
- 111 funds opened new H&E Equipment Services positions in Q1 2025 and 60 closed out, a net change of +51 holders.
- The largest H&E Equipment Services buyer in Q1 2025 was Pentwater Capital Management, an estimated $144M added.
- The largest H&E Equipment Services seller in Q1 2025 was Macquarie Group, an estimated $142M sold.
Based on aggregated 13F filings for Q1 2025.