Vault-13

H & E EQUIPMENT SERVICES INC HEES

COM · Common Stock · CUSIP 404030108

196 institutional holders +6 vs Q1 2023
28,004,76528.0m shares reported held*
$1.3bnreported value*
27 new 71 added 68 reduced 21 sold out net sold ≈ $15.6m (-340.4k 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 ($749.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.75. Options: 7 managers hold calls ($3.5m notional), 7 hold puts ($1.3m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 162Q4 22: 179Q1 23: 190Q2 23: 196196Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022162
Q4 2022179
Q1 2023190
Q2 2023196

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 84 bought or addedQ4 22: 82 cut or sold outQ4 22Q1 23: 86 bought or addedQ1 23: 96 cut or sold outQ1 23Q2 23: 98 bought or addedQ2 23: 89 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228482
Q1 20238696
Q2 20239889

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 0.06Q1 23 calls: $5.7mQ1 23 puts: $3.7mQ1 23P/C 0.66Q2 23 calls: $3.5mQ2 23 puts: $1.3mQ2 23P/C 0.37
Numbers
QuarterCallsPutsP/C
Q3 2022$1.3m$447.0k0.34
Q4 2022$15.1m$866.9k0.06
Q1 2023$5.7m$3.7m0.66
Q2 2023$3.5m$1.3m0.37

Biggest buyers

BlackRock Inc. Added +287,077+287.1k
Assenagon Asset Management S.A. Added +238,105+238.1k
JANUS HENDERSON GROUP PLC Added +157,401+157.4k
Nuveen Asset Management, LLC Added +105,933+105.9k
GOLDMAN SACHS GROUP INC Added +103,430+103.4k
SG Capital Management LLC New +87,265+87.3k
INTRINSIC EDGE CAPITAL MANAGEMENT LLC Added +77,620+77.6k
AMERICAN CENTURY COMPANIES INC Added +60,632+60.6k
First Eagle Investment Management, LLC Added +58,500+58.5k
KENNEDY CAPITAL MANAGEMENT LLC Added +53,495+53.5k

Biggest sellers

ALLIANCEBERNSTEIN L.P. Reduced -438,587-438.6k
Driehaus Capital Management LLC Sold out -320,301-320.3k
LORD, ABBETT & CO. LLC Sold out -219,358-219.4k
BANK OF AMERICA CORP /DE/ Reduced -171,979-172.0k
M&G INVESTMENT MANAGEMENT LTD Sold out -153,611-153.6k
NORGES BANK Reduced -131,000-131.0k
Allspring Global Investments Holdings, LLC Reduced -101,343-101.3k
Portolan Capital Management, LLC Sold out -95,132-95.1k
VICTORY CAPITAL MANAGEMENT INC Reduced -83,812-83.8k
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Sold out -60,126-60.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.3m29.2k shares
PEAK6 Investments LLC Added $1.3m28.6k shares
CITADEL ADVISORS LLC Reduced $448.4k9.8k shares
Walleye Capital LLC Reduced $173.8k3.8k shares
SIMPLEX TRADING, LLC Reduced $169.0k3.7k shares
GROUP ONE TRADING LLC Reduced $109.8k2.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $526.1k11.5k shares
WOLVERINE TRADING, LLC Added $283.5k6.2k shares
Walleye Trading LLC Reduced $210.4k4.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $210.4k4.6k shares
GROUP ONE TRADING LLC Added $50.3k1.1k shares
SIMPLEX TRADING, LLC Reduced $41.0k900 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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,767,0203.8m $172.3m $172.3m 0.00% Added +38.9k +38,900
2 BlackRock Inc. 0.00% of their portfolio New York, NY 2,810,6972.8m $128.6m $128.6m 0.00% Added +287.1k +287,077
3 Clearbridge Investments, LLC 0.11% of their portfolio NEW YORK, NY 2,552,9282.6m $116.8m $116.8m 0.11% Added +51.1k +51,147
4 MACQUARIE GROUP LTD 0.08% of their portfolio Sydney, NSW 2000, C3 1,500,1251.5m $68.6m $68.6m 0.08% Reduced -39.7k -39,709
5 AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio KANSAS CITY, MO 1,475,4071.5m $67.5m $67.5m 0.05% Added +60.6k +60,632
6 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 1,281,1811.3m $58.6m $58.6m 0.02% Added +50.6k +50,627
7 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,227,8781.2m $56.2m $56.2m 0.02% Reduced -30.4k -30,440
8 JANUS HENDERSON GROUP PLC 0.02% of their portfolio LONDON, X0 798,412798.4k $36.5m $36.5m 0.02% Added +157.4k +157,401
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 731,374731.4k $33.5m $33.5m 0.00% Reduced -172.0k -171,979
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 718,025718.0k $32.8m $32.8m 0.00% Added +12.6k +12,558
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 670,666670.7k $30.7m $30.7m 0.00% Added +29.9k +29,902
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 458,604458.6k $21.0m $21.0m 0.01% Reduced -7.2k -7,202
13 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 410,634410.6k $18.8m $18.8m 0.02% Added +27.5k +27,489
14 Penn Capital Management Company, LLC 1.81% of their portfolio PHILADELPHIA, PA 406,303406.3k $18.6m $18.6m 1.81% Added +26.0k +25,977
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 394,977395.0k $18.1m $18.1m 0.00% Added +103.4k +103,430
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 392,012392.0k $17.9m $17.9m 0.00% Reduced -24.4k -24,373
17 Assenagon Asset Management S.A. 0.06% of their portfolio SENNINGERBERG, N4 347,043347.0k $15.9m $15.9m 0.06% Added +238.1k +238,105
18 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 328,713328.7k $15.0m $15.0m 0.00% Added +8.2k +8,169
19 NORGES BANK 0.00% of their portfolio OSLO, Q8 323,560323.6k $14.8m $14.8m 0.00% Reduced -131.0k -131,000
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 302,051302.1k $13.8m $13.8m 0.00% Reduced -3.4k -3,370
21 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 295,790295.8k $13.5m $13.5m 0.00% Added +105.9k +105,933
22 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 284,300284.3k $13.0m $13.0m 0.03% Added +22.8k +22,799
23 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 253,802253.8k $11.6m $11.6m 0.01% Added +8.0k +8,028
24 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 247,884247.9k $11.3m $11.3m 0.00% Reduced -5.7k -5,745
25 GUGGENHEIM CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 244,659244.7k $11.2m $11.2m 0.09% Reduced -2.9k -2,873
26 INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.82% of their portfolio CHICAGO, IL 230,936230.9k $10.6m $10.6m 0.82% Added +77.6k +77,620
27 Redwood Investments, LLC 1.29% of their portfolio BOSTON, MA 230,481230.5k $10.5m $10.5m 1.29% Added +2.5k +2,527
28 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 226,139226.1k $10.3m $10.3m 0.01% Reduced -5.2k -5,181
29 TWO SIGMA ADVISERS, LP 0.02% of their portfolio NEW YORK, NY 198,985199.0k $9.1m $9.1m 0.02% Reduced -2.9k -2,900
30 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 168,978169.0k $7.7m $7.7m 0.01% Reduced -83.8k -83,812
31 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 164,051164.1k $7.5m $7.5m 0.00% Reduced -438.6k -438,587
32 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 152,172152.2k $7.0m $7.0m 0.01% Added +9.4k +9,352
33 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 151,379151.4k $6.9m $6.9m 0.00% Reduced -11.6k -11,640
34 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 147,680147.7k $6.8m $6.8m 0.01% Reduced -38.8k -38,755
35 First Eagle Investment Management, LLC 0.02% of their portfolio NEW YORK, NY 145,913145.9k $6.7m $6.7m 0.02% Added +58.5k +58,500
36 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 143,603143.6k $6.6m $6.6m 0.02% Reduced -51.9k -51,898
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 140,375140.4k $6.4m $6.4m 0.00% Added +51.9k +51,949
38 GILDER GAGNON HOWE & CO LLC 0.09% of their portfolio New York, NY 140,094140.1k $6.4m $6.4m 0.09% Reduced -513 -513
39 Uniplan Investment Counsel, Inc. 0.41% of their portfolio MILWAUKEE, WI 123,305123.3k $5.6m $5.6m 0.41% Reduced -396 -396
40 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 119,940119.9k $5.5m $5.5m 0.00% Added +9.0k +8,985
41 BOKF, NA 0.09% of their portfolio TULSA, OK 98,80798.8k $4.5m $4.5m 0.09% Reduced -3.1k -3,054
42 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 94,28494.3k $4.3m $4.3m 0.02% Reduced -22.7k -22,660
43 KENNEDY CAPITAL MANAGEMENT LLC 0.10% of their portfolio ST LOUIS, MO 89,13689.1k $4.1m $4.1m 0.10% Added +53.5k +53,495
44 SG Capital Management LLC 1.64% of their portfolio CHICAGO, IL 87,26587.3k $4.0m $4.0m 1.64% New
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 85,67785.7k $3.9m $3.9m 0.00% Added +3.2k +3,213
46 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 85,08185.1k $3.9m $3.9m 0.00% Added +50.0k +50,011
47 Moody Aldrich Partners LLC 0.74% of their portfolio MARBLEHEAD, MA 83,60883.6k $3.8m $3.8m 0.74% Reduced -245 -245
48 OBERWEIS ASSET MANAGEMENT INC/ 0.46% of their portfolio LISLE, IL 82,10082.1k $3.8m $3.8m 0.46% Added +26.3k +26,300
49 FORMULA GROWTH LTD 1.18% of their portfolio MONTREAL, A8 81,06881.1k $3.7m $3.7m 1.18% Unchanged
50 Alberta Investment Management Corp 0.03% of their portfolio EDMONTON, A0 78,00378.0k $3.6m $3.6m 0.03% Added +15.1k +15,107
51 Swiss National Bank 0.00% of their portfolio ZURICH, V8 71,30071.3k $3.3m $3.3m 0.00% Added +700 +700
52 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 65,31965.3k $3.0m $3.0m 0.01% Added +22.8k +22,848
53 Knights of Columbus Asset Advisors LLC 0.24% of their portfolio NEW HAVEN, CT 59,20759.2k $2.7m $2.7m 0.24% Added +140 +140
54 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 57,90657.9k $2.6m $2.6m 0.01% Added +33.9k +33,906
55 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 57,87857.9k $2.6m $2.6m 0.00% Added +6.2k +6,242
56 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 56,70456.7k $2.6m $2.6m 0.01% Reduced -4.3k -4,328
57 SIT INVESTMENT ASSOCIATES INC 0.07% of their portfolio Minneapolis, MN 56,67556.7k $2.6m $2.6m 0.07% Unchanged
58 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 55,24555.2k $2.5m $2.5m 0.00% Added +7.8k +7,801
59 PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio BOSTON, MA 55,00455.0k $2.5m $2.5m 0.01% Added +1.6k +1,600
60 ClariVest Asset Management LLC 0.12% of their portfolio SAN DIEGO, CA 52,71552.7k $2.4m $2.4m 0.12% Reduced -6.9k -6,898
61 TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio STAMFORD, CT 52,60052.6k $2.4m $2.4m 0.04% Added +23.1k +23,065
62 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 52,41352.4k $2.4m $2.4m 0.05% Reduced -4.3k -4,268
63 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 52,41152.4k $2.4m $2.4m 0.00% Added +8.7k +8,661
64 Cubist Systematic Strategies, LLC 0.03% of their portfolio STAMFORD, CT 52,37352.4k $2.4m $2.4m 0.03% Reduced -15.8k -15,765
65 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 52,20052.2k $2.4m $2.4m 0.00% Reduced -47.5k -47,532
66 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 50,88550.9k $2.3m $2.3m 0.00% Added +2.2k +2,172
67 SHELTON CAPITAL MANAGEMENT 0.08% of their portfolio Denver, CO 50,16050.2k $2.3m $2.3m 0.08% New
68 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 46,21846.2k $2.1m $2.1m 0.00% Added +567 +567
69 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 46,13046.1k $2.1m $2.1m 0.00% Added +2.2k +2,182
70 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 45,19945.2k $2.1m $2.1m 0.00% Added +13.6k +13,575
71 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 41,92541.9k $1.9m $1.9m 0.00% Reduced -4.2k -4,241
72 Engineers Gate Manager LP 0.07% of their portfolio NEW YORK, NY 40,28240.3k $1.8m $1.8m 0.07% Added +5.0k +4,990
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 39,51739.5k $1.8m $1.8m 0.00% Reduced -1.1k -1,055
74 TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio AUSTIN, TX 39,37139.4k $1.8m $1.8m 0.01% Reduced -237 -237
75 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 39,01439.0k $1.8m $1.8m 0.00% Added +10.8k +10,752
76 COZAD ASSET MANAGEMENT INC 0.22% of their portfolio CHAMPAIGN, IL 38,96739.0k $1.8m $1.8m 0.22% Added +474 +474
77 GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio GREENWICH, CT 37,20037.2k $1.7m $1.7m 0.02% Unchanged
78 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 34,46634.5k $1.6m $1.6m 0.00% Added +6.1k +6,136
79 SVB WEALTH LLC 0.03% of their portfolio BOSTON, MA 34,20134.2k $1.6m $1.6m 0.03% Unchanged
80 Wealthspire Advisors, LLC 0.03% of their portfolio NEW YORK, NY 34,19534.2k $1.6m $1.6m 0.03% Unchanged
81 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 34,00734.0k $1.5m $1.5m 0.00% Unchanged
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,29432.3k $1.5m $1.5m 0.00% Reduced -24.6k -24,649
83 OCCUDO QUANTITATIVE STRATEGIES LP 0.15% of their portfolio FORT LAUDERDALE, FL 32,13732.1k $1.5m $1.5m 0.15% New
84 Jump Financial, LLC 0.05% of their portfolio Chicago, IL 31,50031.5k $1.4m $1.4m 0.05% Added +3.3k +3,324
85 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 31,48031.5k $1.4m $1.4m 0.01% Reduced -16.7k -16,707
86 Legal & General Group Plc 0.00% of their portfolio London, X0 30,88030.9k $1.4m $1.4m 0.00% Added +133 +133
87 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 30,27730.3k $1.4m $1.4m 0.01% Reduced -8.9k -8,948
88 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 29,70029.7k $1.4m $1.4m 0.01% Added +1.0k +1,000
89 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 26,10026.1k $1.2m $1.2m 0.00% New
90 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 24,86624.9k $1.1m $1.1m 0.00% Reduced -25.5k -25,488
91 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 24,64224.6k $1.1m $1.1m 0.00% Added +1.2k +1,213
92 NorthCrest Asset Manangement, LLC 0.04% of their portfolio PLYMOUTH, MN 22,70022.7k $1.0m $1.0m 0.04% Unchanged
93 Horizon Investment Services, LLC 0.59% of their portfolio HAMMOND, IN 21,04021.0k $962.6k $962.6k 0.59% Reduced -1.2k -1,238
94 RBF Capital, LLC 0.06% of their portfolio RENO, NV 20,00020.0k $915.0k $915.0k 0.06% Unchanged
95 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 19,89319.9k $910.1k $910.1k 0.00% Added +13.1k +13,064
96 Jackson Creek Investment Advisors LLC 0.35% of their portfolio CASTLE ROCK, CO 19,27119.3k $882.0k $882.0k 0.35% Added +972 +972
97 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 19,03019.0k $870.6k $870.6k 0.00% New
98 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 18,70518.7k $856.0k $856.0k 0.01% Reduced -4.9k -4,911
99 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 17,72217.7k $811.0k $811.0k 0.00% Added +452 +452
100 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 16,62616.6k $760.6k $760.6k 0.01% Added +398 +398