Vault-13

H & E EQUIPMENT SERVICES INC HEES

COM · Common Stock · CUSIP 404030108

179 institutional holders +17 vs Q3 2022
27,935,15827.9m shares reported held*
$1.3bnreported value*
29 new 55 added 69 reduced 13 sold out net sold ≈ $33.3m (-734.0k 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 ($801.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.40. Options: 8 managers hold calls ($15.1m notional), 5 hold puts ($866.9k).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 162Q4 22: 179179Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022162
Q4 2022179

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ3 22 calls: $1.3mQ3 22 puts: $447.0kQ3 22P/C 0.34Q4 22 calls: $15.1mQ4 22 puts: $866.9kQ4 22P/C 0.06
Numbers
QuarterCallsPutsP/C
Q3 2022$1.3m$447.0k0.34
Q4 2022$15.1m$866.9k0.06

Biggest buyers

Invesco Ltd. Added +537,386+537.4k
Driehaus Capital Management LLC New +328,198+328.2k
MACQUARIE GROUP LTD Added +309,211+309.2k
VANGUARD GROUP INC Added +183,114+183.1k
Redwood Investments, LLC New +129,193+129.2k
Fisher Asset Management, LLC Added +113,675+113.7k
AMERICAN CENTURY COMPANIES INC Added +90,626+90.6k
NORGES BANK Added +85,200+85.2k
ClariVest Asset Management LLC New +59,551+59.6k
NISA INVESTMENT ADVISORS, LLC Added +52,000+52.0k

Biggest sellers

JANUS HENDERSON GROUP PLC Reduced -1,408,320-1.4m
ALLIANCEBERNSTEIN L.P. Reduced -154,289-154.3k
CITADEL ADVISORS LLC Reduced -142,897-142.9k
KENNEDY CAPITAL MANAGEMENT LLC Reduced -104,695-104.7k
Advisors Asset Management, Inc. Reduced -103,716-103.7k
Assenagon Asset Management S.A. Reduced -98,720-98.7k
VICTORY CAPITAL MANAGEMENT INC Reduced -94,101-94.1k
GOLDMAN SACHS GROUP INC Reduced -82,597-82.6k
Penn Capital Management Company, LLC Reduced -79,521-79.5k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Sold out -72,900-72.9k

Biggest calls

Parallax Volatility Advisers, L.P. New $11.8m260.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.5m32.6k shares
CITADEL ADVISORS LLC Added $1.1m23.3k shares
JANE STREET GROUP, LLC New $399.5k8.8k shares
SIMPLEX TRADING, LLC Added $249.0k5.5k shares
GROUP ONE TRADING LLC Added $77.2k1.7k shares
Walleye Trading LLC New $40.9k900 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Walleye Trading LLC New $517.6k11.4k shares
CITADEL ADVISORS LLC Reduced $195.2k4.3k shares
SIMPLEX TRADING, LLC Reduced $145.0k3.2k shares
GROUP ONE TRADING LLC New $9.1k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,502,9453.5m $159.0m $159.0m 0.00% Added +183.1k +183,114
2 BlackRock Inc. 0.00% of their portfolio New York, NY 2,596,7102.6m $117.9m $117.9m 0.00% Added +45.4k +45,371
3 Clearbridge Investments, LLC 0.11% of their portfolio NEW YORK, NY 2,560,7192.6m $116.3m $116.3m 0.11% Added +21.9k +21,909
4 MACQUARIE GROUP LTD 0.08% of their portfolio Sydney, NSW 2000, C3 1,535,0331.5m $69.7m $69.7m 0.08% Added +309.2k +309,211
5 AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio KANSAS CITY, MO 1,421,3161.4m $64.5m $64.5m 0.05% Added +90.6k +90,626
6 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,261,5131.3m $57.3m $57.3m 0.02% Added +5.4k +5,356
7 JANUS HENDERSON GROUP PLC 0.03% of their portfolio LONDON, X0 874,790874.8k $39.7m $39.7m 0.03% Reduced -1.4m -1,408,320
8 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 754,210754.2k $34.2m $34.2m 0.02% Reduced -154.3k -154,289
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 684,311684.3k $31.1m $31.1m 0.00% Added +10.1k +10,059
10 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 629,465629.5k $28.6m $28.6m 0.01% Added +537.4k +537,386
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 614,217614.2k $27.9m $27.9m 0.00% Added +15.7k +15,741
12 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 566,297566.3k $25.7m $25.7m 0.01% Reduced -82.6k -82,597
13 VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio San Antonio, TX 512,044512.0k $23.2m $23.2m 0.03% Reduced -94.1k -94,101
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 473,025473.0k $21.5m $21.5m 0.01% Added +10.0k +10,044
15 Medina Value Partners, LLC 15.45% of their portfolio LOS ANGELES, CA 441,083441.1k $20.0m $20.0m 15.45% Added +7.8k +7,766
16 Penn Capital Management Company, LLC 1.98% of their portfolio PHILADELPHIA, PA 426,530426.5k $19.4m $19.4m 1.98% Reduced -79.5k -79,521
17 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 419,153419.2k $19.0m $19.0m 0.01% Reduced -65.6k -65,591
18 NORGES BANK 0.00% of their portfolio OSLO, Q8 374,859374.9k $17.0m $17.0m 0.00% Added +85.2k +85,200
19 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 370,805370.8k $16.8m $16.8m 0.02% Reduced -142.9k -142,897
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 334,937334.9k $15.2m $15.2m 0.00% Added +44.2k +44,174
21 Driehaus Capital Management LLC 0.22% of their portfolio Chicago, IL 328,198328.2k $14.9m $14.9m 0.22% New
22 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 317,840317.8k $14.4m $14.4m 0.00% Added +8.8k +8,830
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 308,002308.0k $14.0m $14.0m 0.00% Reduced -894 -894
24 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 286,541286.5k $13.0m $13.0m 0.02% Reduced -54.5k -54,493
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 276,345276.3k $12.5m $12.5m 0.00% Reduced -28.3k -28,341
26 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 273,229273.2k $12.4m $12.4m 0.03% Reduced -8.3k -8,290
27 GUGGENHEIM CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 247,182247.2k $11.2m $11.2m 0.10% Reduced -548 -548
28 INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.19% of their portfolio CHICAGO, IL 244,220244.2k $11.1m $11.1m 1.19% Added +10.0k +10,000
29 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 223,836223.8k $10.2m $10.2m 0.01% Added +1.1k +1,124
30 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 193,530193.5k $8.8m $8.8m 0.00% Added +4.7k +4,702
31 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 176,442176.4k $8.0m $8.0m 0.01% Added +31.5k +31,527
32 TWO SIGMA ADVISERS, LP 0.02% of their portfolio NEW YORK, NY 167,885167.9k $7.6m $7.6m 0.02% Reduced -18.6k -18,600
33 Uniplan Investment Counsel, Inc. 0.53% of their portfolio MILWAUKEE, WI 164,992165.0k $7.5m $7.5m 0.53% Added +231 +231
34 Fisher Asset Management, LLC 0.01% of their portfolio PLANO, TX 163,449163.4k $7.4m $7.4m 0.01% Added +113.7k +113,675
35 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 157,597157.6k $7.2m $7.2m 0.01% Added +12.4k +12,403
36 FORMULA GROWTH LTD 2.01% of their portfolio MONTREAL, A8 150,768150.8k $6.8m $6.8m 2.01% Added +1.0k +1,000
37 GILDER GAGNON HOWE & CO LLC 0.12% of their portfolio New York, NY 140,968141.0k $6.4m $6.4m 0.12% Added +136 +136
38 Assenagon Asset Management S.A. 0.03% of their portfolio SENNINGERBERG, N4 140,924140.9k $6.4m $6.4m 0.03% Reduced -98.7k -98,720
39 Redwood Investments, LLC 0.79% of their portfolio BOSTON, MA 129,193129.2k $5.9m $5.9m 0.79% New
40 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio FRANKFURT AM MAIN, 2M 128,885128.9k $5.9m $5.9m 0.01% Unchanged
41 Portolan Capital Management, LLC 0.55% of their portfolio BOSTON, MA 121,418121.4k $5.5m $5.5m 0.55% Added +4.6k +4,623
42 Moody Aldrich Partners LLC 1.05% of their portfolio MARBLEHEAD, MA 113,980114.0k $5.2m $5.2m 1.05% Reduced -27.6k -27,599
43 BOKF, NA 0.09% of their portfolio TULSA, OK 102,654102.7k $4.7m $4.7m 0.09% Added +3.1k +3,131
44 UBS Group AG 0.00% of their portfolio ZURICH, V8 101,972102.0k $4.6m $4.6m 0.00% Added +13.6k +13,629
45 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 92,96393.0k $4.2m $4.2m 0.01% Reduced -21.2k -21,180
46 SG Capital Management LLC 2.36% of their portfolio CHICAGO, IL 87,38387.4k $4.0m $4.0m 2.36% Reduced -45.7k -45,733
47 M&G INVESTMENT MANAGEMENT LTD 0.03% of their portfolio London, X0 81,01381.0k $3.6m $3.6m 0.03% Added +37.2k +37,182
48 Swiss National Bank 0.00% of their portfolio ZURICH, V8 78,50078.5k $3.6m $3.6m 0.00% Added +1.5k +1,500
49 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 75,82675.8k $3.4m $3.4m 0.00% Reduced -5.8k -5,784
50 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 75,00575.0k $3.4m $3.4m 0.01% Added +22.9k +22,879
51 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 70,65470.7k $3.2m $3.2m 0.00% Reduced -36.8k -36,802
52 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 67,61067.6k $3.1m $3.1m 0.00% Added +275 +275
53 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 65,91065.9k $3.0m $3.0m 0.01% Added +8.4k +8,400
54 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 65,35665.4k $3.0m $3.0m 0.01% Reduced -2.0k -2,010
55 NISA INVESTMENT ADVISORS, LLC 0.02% of their portfolio ST. LOUIS, MO 64,52664.5k $2.9m $2.9m 0.02% Added +52.0k +52,000
56 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 63,40063.4k $2.9m $2.9m 0.00% Reduced -54.1k -54,132
57 Alberta Investment Management Corp 0.03% of their portfolio EDMONTON, A0 62,89662.9k $2.9m $2.9m 0.03% Added +11.3k +11,282
58 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 61,81361.8k $2.8m $2.8m 0.01% Reduced -2.1k -2,100
59 ClariVest Asset Management LLC 0.13% of their portfolio SAN DIEGO, CA 59,55159.6k $2.7m $2.7m 0.13% New
60 Knights of Columbus Asset Advisors LLC 0.28% of their portfolio NEW HAVEN, CT 58,61758.6k $2.7m $2.7m 0.28% Reduced -667 -667
61 SIT INVESTMENT ASSOCIATES INC 0.07% of their portfolio Minneapolis, MN 57,12557.1k $2.6m $2.6m 0.07% Reduced -25.3k -25,325
62 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 56,99457.0k $2.6m $2.6m 0.05% Reduced -103.7k -103,716
63 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 53,35453.4k $2.4m $2.4m 0.01% Reduced -6.6k -6,581
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 53,07453.1k $2.4m $2.4m 0.00% Added +12.0k +11,981
65 PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio BOSTON, MA 52,81252.8k $2.4m $2.4m 0.02% Reduced -1.3k -1,341
66 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 52,38152.4k $2.4m $2.4m 0.01% Reduced -23.4k -23,442
67 OBERWEIS ASSET MANAGEMENT INC/ 0.48% of their portfolio LISLE, IL 50,10050.1k $2.3m $2.3m 0.48% Added +5.2k +5,200
68 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 46,42446.4k $2.1m $2.1m 0.00% Added +11.5k +11,538
69 TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio AUSTIN, TX 43,00543.0k $2.0m $2.0m 0.01% Added +16.1k +16,064
70 COZAD ASSET MANAGEMENT INC 0.27% of their portfolio CHAMPAIGN, IL 42,86642.9k $1.9m $1.9m 0.27% Added +8 +8
71 Graham Capital Management, L.P. 0.07% of their portfolio ROWAYTON, CT 42,82742.8k $1.9m $1.9m 0.07% New
72 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 42,41442.4k $1.9m $1.9m 0.00% Reduced -8.5k -8,517
73 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 42,00942.0k $1.9m $1.9m 0.00% Added +1.7k +1,654
74 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 41,73541.7k $1.9m $1.9m 0.00% Added +15.3k +15,328
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 41,05541.1k $1.9m $1.9m 0.00% Added +449 +449
76 GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio GREENWICH, CT 40,40040.4k $1.8m $1.8m 0.02% Unchanged
77 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 38,52138.5k $1.8m $1.8m 0.00% Added +195 +195
78 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 36,89736.9k $1.7m $1.7m 0.00% Reduced -1.6k -1,610
79 FMR LLC 0.00% of their portfolio BOSTON, MA 36,77536.8k $1.7m $1.7m 0.00% Added +27.4k +27,401
80 KENNEDY CAPITAL MANAGEMENT LLC 0.05% of their portfolio ST LOUIS, MO 35,53535.5k $1.6m $1.6m 0.05% Reduced -104.7k -104,695
81 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 33,10333.1k $1.5m $1.5m 0.01% Reduced -34.1k -34,080
82 Wealthspire Advisors, LLC 0.03% of their portfolio NEW YORK, NY 32,32832.3k $1.5m $1.5m 0.03% Unchanged
83 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 31,75931.8k $1.4m $1.4m 0.00% Reduced -13.9k -13,931
84 Legal & General Group Plc 0.00% of their portfolio London, X0 29,45129.5k $1.3m $1.3m 0.00% Added +247 +247
85 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 29,10029.1k $1.3m $1.3m 0.01% Reduced -800 -800
86 Jackson Creek Investment Advisors LLC 0.55% of their portfolio CASTLE ROCK, CO 27,30027.3k $1.2m $1.2m 0.55% New
87 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 26,77626.8k $1.2m $1.2m 0.00% Reduced -700 -700
88 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 25,64025.6k $1.2m $1.2m 0.00% Reduced -5.6k -5,600
89 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 24,00024.0k $1.1m $1.1m 0.01% New
90 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 23,72723.7k $1.1m $1.1m 0.01% Reduced -16.3k -16,309
91 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 22,93322.9k $1.0m $1.0m 0.00% Reduced -4.2k -4,168
92 Engineers Gate Manager LP 0.06% of their portfolio NEW YORK, NY 22,91222.9k $1.0m $1.0m 0.06% Added +1.6k +1,582
93 NorthCrest Asset Manangement, LLC 0.06% of their portfolio PLYMOUTH, MN 21,50021.5k $976.0k $976.0k 0.06% Added +200 +200
94 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 21,27721.3k $966.0k $966.0k 0.00% Reduced -20.1k -20,081
95 RBF Capital, LLC 0.07% of their portfolio RENO, NV 20,00020.0k $908.0k $908.0k 0.07% Unchanged
96 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 19,78919.8k $898.4k $898.4k 0.00% Reduced -1.4k -1,440
97 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 19,26119.3k $874.4k $874.4k 0.00% First filing
98 Trexquant Investment LP 0.02% of their portfolio STAMFORD, CT 18,85418.9k $856.0k $856.0k 0.02% New
99 Hillsdale Investment Management Inc. 0.07% of their portfolio Toronto, A6 18,10018.1k $821.7k $821.7k 0.07% Unchanged
100 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 16,85616.9k $765.0k $765.0k 0.00% Reduced -4.3k -4,285