Vault-13

H & E EQUIPMENT SERVICES INC HEES

COM · Common Stock · CUSIP 404030108

0 institutional holders -3 vs Q2 2025
—reported value*
0 new 0 added 0 reduced 3 sold out net sold ≈ $296.2k (-5.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 162Q4 22: 179Q1 23: 190Q2 23: 196Q3 23: 189Q4 23: 203Q1 24: 216Q2 24: 216Q3 24: 226Q4 24: 199Q1 25: 251Q2 25: 3Q3 25: 00Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022162
Q4 2022179
Q1 2023190
Q2 2023196
Q3 2023189
Q4 2023203
Q1 2024216
Q2 2024216
Q3 2024226
Q4 2024199
Q1 2025251
Q2 20253
Q3 20250

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 23: 94 bought or addedQ4 23: 105 cut or sold outQ1 24: 99 bought or addedQ1 24: 106 cut or sold outQ1 24Q2 24: 131 bought or addedQ2 24: 111 cut or sold outQ3 24: 108 bought or addedQ3 24: 116 cut or sold outQ3 24Q4 24: 95 bought or addedQ4 24: 114 cut or sold outQ1 25: 153 bought or addedQ1 25: 124 cut or sold outQ1 25Q2 25: 0 bought or addedQ2 25: 242 cut or sold outQ3 25: 0 bought or addedQ3 25: 3 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202394105
Q1 202499106
Q2 2024131111
Q3 2024108116
Q4 202495114
Q1 2025153124
Q2 20250242
Q3 202503

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150mQ4 24 calls: $3.9mQ4 24 puts: $2.4mQ4 24P/C 0.62Q1 25 calls: $10.2mQ1 25 puts: $109.1mQ1 25P/C 10.71Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$3.9m$2.4m0.62
Q1 2025$10.2m$109.1m10.71
Q2 2025$0$0—
Q3 2025$0$0—

Biggest buyers

None

Biggest sellers

DekaBank Deutsche Girozentrale Sold out -5,150-5.2k
OSAIC HOLDINGS, INC. Sold out -545-545
Brooklyn Investment Group Sold out -4-4

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD GROUP INC 13G · institution filed 2025-04-30 8.8% 3.2m 2025-04-30
BlackRock, Inc. 13G · institution filed 2025-04-17 6.8% 2.5m 2025-04-17
Engquist John 13G · exempt (held before listing) filed 2025-01-06 6.8% 2.5m 2025-01-06

Fell to 5% or below in the last year: GOLDMAN SACHS GROUP INC (0.0%, 2026-08-13)

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change