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H&E Equipment Services (HEES) Institutional Ownership

H&E Equipment Services logo
$88.12 -0.63 (-0.71%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for H&E Equipment Services (NASDAQ:HEES)

Current
Institutional Ownership
Percentage
84.08%
Number of
Institutional Buyers
(last 12 months)
99
Total
Institutional Inflows
(last 12 months)
$144.75M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$97.37M
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HEES Institutional Buying and Selling by Quarter

H&E Equipment Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC17,743$869K0.0%-5.3%0.048%
1/16/2025Access Financial Services Inc.20,976$1.03M0.5%+20.4%0.057%
1/15/2025 Wedge Capital Management L L P NC75,690$3.71M0.1%-1.4%0.207%
1/14/2025 Assenagon Asset Management S.A.5,390$264K0.0%-97.2%0.015%
1/13/2025 Harbour Capital Advisors LLC28,045$1.37M0.3%+7.4%0.077%
1/13/2025 TT International Asset Management LTD53,420$2.62M0.4%-2.5%0.146%
1/7/2025 Diversified Trust Co10,615$520K0.0%+5.7%0.029%
1/6/2025 Oliver Luxxe Assets LLC38,980$1.91M0.3%+6.2%0.106%
12/5/2024272 Capital LP20,000$974K0.5%N/A0.055%
11/25/2024Wilmington Savings Fund Society FSB5,912$288K0.0%N/A0.016%
11/18/2024 TT International Asset Management LTD54,783$2.67M0.3%+715.2%0.150%
11/16/2024Geode Capital Management LLC755,017$36.76M0.0%+0.6%2.062%
11/15/2024Barclays PLC61,018$2.97M0.0%+185.1%0.167%
11/15/2024Y Intercept Hong Kong Ltd4,342$211K0.0%-77.0%0.012%
11/15/2024Two Sigma Advisers LP237,785$11.58M0.0%+36.4%0.650%
11/15/2024State Street Corp779,075$37.93M0.0%+2.9%2.128%
11/15/2024Stifel Financial Corp82,304$4.01M0.0%-7.0%0.225%
11/15/2024Repertoire Partners LP13,909$677K0.8%N/A0.038%
11/15/2024Point72 DIFC Ltd1,451$71K0.0%-75.0%0.004%
11/15/2024Point72 Asset Management L.P.4,000$195K0.0%-13.0%0.011%
11/15/2024Millburn Ridgefield Corp1,718$84K0.0%N/A0.005%
11/15/2024Janus Henderson Group PLC347,475$16.92M0.0%-39.9%0.949%
11/15/2024Holocene Advisors LP10,767$524K0.0%N/A0.029%
11/15/2024Point72 Asia Singapore Pte. Ltd.2,749$134K0.0%+227.7%0.008%
11/14/2024272 Capital LP6,064$295K0.3%N/A0.017%
11/14/2024L.M. Kohn & Company4,450$217K0.1%N/A0.012%
11/14/2024Verition Fund Management LLC18,353$893K0.0%-13.6%0.050%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61,802$3.01M0.0%-12.5%0.169%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank6,211$302K0.0%-20.8%0.017%
11/13/2024Bridgewater Associates LP71,671$3.49M0.0%N/A0.196%
11/13/2024BNP Paribas Financial Markets44,175$2.15M0.0%+5.3%0.121%
11/13/2024FMR LLC1,602$78K0.0%-97.5%0.004%
11/13/2024Quantbot Technologies LP15,084$734K0.0%-61.9%0.041%
11/13/2024The Manufacturers Life Insurance Company18,084$880K0.0%-1.4%0.049%
11/13/2024Dynamic Technology Lab Private Ltd8,174$398K0.0%N/A0.022%
11/13/2024Fisher Asset Management LLC196,895$9.59M0.0%+14.8%0.538%
11/12/2024Algert Global LLC123,498$6.01M0.2%+40.3%0.337%
11/12/2024Charles Schwab Investment Management Inc.571,947$27.84M0.0%+7.9%1.562%
11/9/2024Foundry Partners LLC94,335$4.59M0.2%+4.7%0.258%
11/9/2024Intech Investment Management LLC7,041$343K0.0%N/A0.019%
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11/8/2024Advisors Asset Management Inc.64,608$3.15M0.1%+6.3%0.176%
11/8/2024Segall Bryant & Hamill LLC100,566$4.90M0.1%+0.7%0.275%
11/7/2024Meeder Asset Management Inc.1,233$60K0.0%-15.6%0.003%
11/5/2024Victory Capital Management Inc.51,532$2.51M0.0%+409.2%0.141%
11/5/2024GSA Capital Partners LLP19,778$963K0.1%-59.0%0.054%
11/4/2024Versor Investments LP20,781$1.01M0.2%+86.1%0.057%
10/31/2024Cozad Asset Management Inc.37,331$1.82M0.2%-9.0%0.102%
10/29/2024KG&L Capital Management LLC11,126$542K0.2%N/A0.030%
10/28/2024Americana Partners LLC5,804$283K0.0%N/A0.016%
10/25/2024abrdn plc338,938$16.50M0.0%+5.2%0.928%
10/24/2024Nisa Investment Advisors LLC8,380$408K0.0%+7.1%0.023%
10/24/2024Semanteon Capital Management LP21,103$1.03M0.7%+230.1%0.058%
10/24/2024Klein Pavlis & Peasley Financial Inc.11,915$580K0.5%N/A0.033%
10/23/2024 Assenagon Asset Management S.A.194,102$9.45M0.0%+186.0%0.531%
10/21/2024Jade Capital Advisors LLC25,000$1.22M0.8%N/A0.068%
10/17/2024 Harbour Capital Advisors LLC26,110$1.36M0.3%+4.1%0.071%
10/11/2024Creative Planning5,226$254K0.0%N/A0.014%
10/11/2024 Wedge Capital Management L L P NC76,775$3.74M0.1%-6.7%0.210%
10/11/2024 Oliver Luxxe Assets LLC36,721$1.79M0.3%+79.0%0.101%
10/3/2024SG Americas Securities LLC10,730$522K0.0%-48.6%0.029%
9/16/2024Cubist Systematic Strategies LLC63,227$2.79M0.0%N/A0.173%
9/16/2024Point72 Asia Singapore Pte. Ltd.839$37K0.0%N/A0.002%
8/27/2024Clearbridge Investments LLC2,270,996$100.31M0.1%-7.0%6.217%
8/19/2024Point72 Asset Management L.P.4,600$203K0.0%+43.8%0.013%
8/16/2024Algert Global LLC87,995$3.89M0.1%+26.3%0.241%
8/15/2024Scientech Research LLC4,598$203K0.0%N/A0.013%
8/15/2024The Manufacturers Life Insurance Company18,343$810K0.0%+3.5%0.050%
8/15/2024Millennium Management LLC133,554$5.90M0.0%+200.6%0.366%
8/15/2024Point72 Asia Singapore Pte. Ltd.839$37K0.0%N/A0.002%
8/14/2024Squarepoint Ops LLC13,865$612K0.0%N/A0.038%
8/14/2024Cubist Systematic Strategies LLC63,227$2.79M0.0%N/A0.173%
8/14/2024Point72 DIFC Ltd5,799$256K0.0%N/A0.016%
8/14/2024Lombard Odier Asset Management USA Corp24,233$1.07M0.1%N/A0.066%
8/12/2024MQS Management LLC4,948$219K0.1%N/A0.014%
8/12/2024First Eagle Investment Management LLC210,293$9.29M0.0%-2.0%0.576%
8/12/2024Vanguard Personalized Indexing Management LLC12,331$545K0.0%N/A0.034%
8/9/2024Edgestream Partners L.P.5,409$239K0.0%N/A0.015%
8/9/2024Renaissance Technologies LLC33,832$1.49M0.0%+420.5%0.093%
8/9/2024Dimensional Fund Advisors LP1,168,314$51.60M0.0%-1.1%3.198%
8/8/2024Federated Hermes Inc.46,350$2.05M0.0%+0.7%0.127%
8/8/2024Meeder Asset Management Inc.1,461$65K0.0%N/A0.004%
8/8/2024BOKF NA84,639$3.74M0.1%-16.0%0.232%
8/8/2024American Century Companies Inc.1,410,554$62.30M0.0%+104.6%3.862%
8/7/2024ClariVest Asset Management LLC19,249$850K0.1%-60.1%0.053%
8/6/2024Quest Partners LLC2,472$109K0.0%N/A0.007%
8/5/2024Foundry Partners LLC90,079$3.98M0.2%+1.7%0.247%
8/5/2024Victory Capital Management Inc.10,120$447K0.0%-86.8%0.028%
8/1/2024Rhumbline Advisers46,691$2.06M0.0%+3.4%0.128%
8/1/2024Versor Investments LP11,165$493K0.1%+70.1%0.031%
7/30/2024Loews Corp130,000$5.74M0.0%N/A0.356%
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The investments connected to Trump's second term in ways that almost nobody outside his inner circle is aware of… yet have the potential to deliver colossal returns over the next four years. I’m not talking about Tesla, Palantir, or anything else you’ve heard parroted by the mainstream financial press. No. These are Trump’s Secret Stocks.

7/29/2024Panagora Asset Management Inc.199,074$8.79M0.0%+8.9%0.545%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank7,846$347K0.0%-25.0%0.021%
7/26/2024Allspring Global Investments Holdings LLC2,610$115K0.0%-14.5%0.007%
7/26/2024Bailard Inc.4,600$203K0.0%N/A0.013%
7/26/2024Bank of New York Mellon Corp275,363$12.16M0.0%+0.3%0.754%
7/25/2024Access Financial Services Inc.21,673$957K0.4%N/A0.059%
7/22/2024Summit Global Investments23,464$1.04M0.1%+10.2%0.064%
7/19/2024Raymond James & Associates48,262$2.13M0.0%-20.0%0.132%
7/18/2024 Assenagon Asset Management S.A.67,858$3.00M0.0%-30.4%0.186%
7/17/2024 Wedge Capital Management L L P NC82,322$3.64M0.1%+7.5%0.225%
(Data available from 1/1/2016 forward)

HEES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEES shares?

During the previous two years, 190 institutional investors and hedge funds held shares of H&E Equipment Services. The most heavily invested institutionals were Vanguard Group Inc. ($243.01M), Clearbridge Investments LLC ($100.31M), Macquarie Group Ltd. ($68.11M), American Century Companies Inc. ($62.30M), Invesco Ltd. ($58.56M), Dimensional Fund Advisors LP ($51.60M), and State Street Corp ($37.93M).Learn more on HEES's institutional investors.

What percentage of H&E Equipment Services stock is owned by institutional investors?

84.08% of H&E Equipment Services stock is owned by institutional investors. Learn more on HEES's institutional investor holdings.

Which institutional investors have been buying H&E Equipment Services stock?

Of the 163 institutional investors that purchased H&E Equipment Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: American Century Companies Inc. ($811.90K), Assenagon Asset Management S.A. ($500.85K), Driehaus Capital Management LLC ($328.20K), Macquarie Group Ltd. ($314.01K), Redwood Investments LLC ($278.36K), Norges Bank ($226.06K), and Shelton Capital Management ($150.17K).

How much institutional buying is happening at H&E Equipment Services?

Institutional investors have bought a total of 6,115,397 shares in the last 24 months. This purchase volume represents approximately $287.33M in transactions.

Which H&E Equipment Services major shareholders have been selling company stock?

Of the 90 institutional investors that sold H&E Equipment Services stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: American Century Companies Inc. ($843.09K), Assenagon Asset Management S.A. ($636.39K), Victory Capital Management Inc. ($632.81K), Clearbridge Investments LLC ($346.03K), Janus Henderson Group PLC ($259.04K), Redwood Investments LLC ($236.79K), and Allspring Global Investments Holdings LLC ($205.25K).

How much institutional selling is happening at H&E Equipment Services?

Institutional investors have sold a total of 4,973,588 shares in the last 24 months. This volume of shares sold represents approximately $237.96M in transactions.



This page (NASDAQ:HEES) was last updated on 1/20/2025 by MarketBeat.com Staff
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