Vault-13

H & E EQUIPMENT SERVICES INC HEES

COM · Common Stock · CUSIP 404030108

216 institutional holders +0 vs Q1 2024
28,220,87328.2m shares reported held*
$1.2bnreported value*
49 new 82 added 61 reduced 50 sold out net sold ≈ $42.6m (-1.1m 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 ($443.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.17. Options: 7 managers hold calls ($2.1m notional), 5 hold puts ($2.1m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 162Q4 22: 179Q1 23: 190Q2 23: 196Q3 23: 189Q4 23: 203Q1 24: 216Q2 24: 216216Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022162
Q4 2022179
Q1 2023190
Q2 2023196
Q3 2023189
Q4 2023203
Q1 2024216
Q2 2024216

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 84 bought or addedQ4 22: 82 cut or sold outQ4 22Q1 23: 86 bought or addedQ1 23: 96 cut or sold outQ2 23: 98 bought or addedQ2 23: 89 cut or sold outQ2 23Q3 23: 99 bought or addedQ3 23: 99 cut or sold outQ4 23: 94 bought or addedQ4 23: 105 cut or sold outQ4 23Q1 24: 99 bought or addedQ1 24: 106 cut or sold outQ2 24: 131 bought or addedQ2 24: 111 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228482
Q1 20238696
Q2 20239889
Q3 20239999
Q4 202394105
Q1 202499106
Q2 2024131111

Calls vs puts

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

CallsPuts
$0$5m$10m$15mQ3 23 calls: $8.9mQ3 23 puts: $518.3kQ3 23P/C 0.06Q4 23 calls: $13.0mQ4 23 puts: $565.0kQ4 23P/C 0.04Q1 24 calls: $9.2mQ1 24 puts: $2.9mQ1 24P/C 0.31Q2 24 calls: $2.1mQ2 24 puts: $2.1mQ2 24P/C 0.97
Numbers
QuarterCallsPutsP/C
Q3 2023$8.9m$518.3k0.06
Q4 2023$13.0m$565.0k0.04
Q1 2024$9.2m$2.9m0.31
Q2 2024$2.1m$2.1m0.97

Biggest buyers

AMERICAN CENTURY COMPANIES INC Added +721,270+721.3k
Pertento Partners LLP Added +528,558+528.6k
Qube Research & Technologies Ltd Added +171,966+172.0k
Brandywine Global Investment Management, LLC New +132,016+132.0k
Loews Corp New +130,000+130.0k
HST Ventures, LLC New +107,774+107.8k
SEGALL BRYANT & HAMILL, LLC New +99,902+99.9k
MILLENNIUM MANAGEMENT LLC Added +89,128+89.1k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +64,411+64.4k
RENAISSANCE GROUP LLC New +64,240+64.2k

Biggest sellers

Invesco Ltd. Reduced -824,214-824.2k
MORGAN STANLEY Reduced -533,964-534.0k
Driehaus Capital Management LLC Sold out -297,725-297.7k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Sold out -285,830-285.8k
Mirae Asset Global Investments Co., Ltd. Sold out -262,283-262.3k
Clearbridge Investments, LLC Reduced -172,006-172.0k
JPMORGAN CHASE & CO Reduced -133,986-134.0k
INTRINSIC EDGE CAPITAL MANAGEMENT LLC Sold out -118,678-118.7k
Nuveen Asset Management, LLC Reduced -112,594-112.6k
CASTLEARK MANAGEMENT LLC Sold out -109,780-109.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $799.5k18.1k shares
JANE STREET GROUP, LLC Reduced $609.5k13.8k shares
CITADEL ADVISORS LLC Reduced $574.2k13.0k shares
SIMPLEX TRADING, LLC Reduced $141.0k3.2k shares
GROUP ONE TRADING LLC Reduced $13.3k300 shares
Walleye Trading LLC Unchanged $8.8k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.3m29.2k shares
CITADEL ADVISORS LLC Added $446.1k10.1k shares
Walleye Trading LLC Reduced $269.4k6.1k shares
SIMPLEX TRADING, LLC Reduced $83.0k1.9k 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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,817,5673.8m $168.6m $168.6m 0.00% Added +31.2k +31,167
2 BlackRock Inc. 0.00% of their portfolio New York, NY 2,831,1602.8m $125.1m $125.1m 0.00% Added +51.6k +51,558
3 Clearbridge Investments, LLC 0.08% of their portfolio NEW YORK, NY 2,270,9962.3m $100.3m $100.3m 0.08% Reduced -172.0k -172,006
4 MACQUARIE GROUP LTD 0.11% of their portfolio Sydney, NSW 2000, C3 2,214,3992.2m $97.8m $97.8m 0.11% Reduced -34.5k -34,522
5 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 1,410,5541.4m $62.3m $62.3m 0.04% Added +721.3k +721,270
6 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 1,168,3141.2m $51.6m $51.6m 0.01% Reduced -12.6k -12,583
7 Pertento Partners LLP 5.00% of their portfolio LONDON, X0 893,088893.1k $39.4m $39.4m 5.00% Added +528.6k +528,558
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 879,564879.6k $38.9m $38.9m 0.00% Added +3.8k +3,833
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 757,270757.3k $33.4m $33.4m 0.00% Added +13.7k +13,743
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 750,791750.8k $33.2m $33.2m 0.00% Added +19.8k +19,751
11 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 578,164578.2k $25.5m $25.5m 0.01% Added +28.6k +28,639
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 530,198530.2k $23.4m $23.4m 0.00% Added +64.4k +64,411
13 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 495,627495.6k $21.9m $21.9m 0.00% Reduced -824.2k -824,214
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 433,572433.6k $19.2m $19.2m 0.00% Reduced -534.0k -533,964
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% of their portfolio CAUSEWAY BAY, K3 430,050430.1k $19.0m $19.0m 0.05% First filing
16 Aberdeen Group plc 0.03% of their portfolio EDINBURGH, X0 322,257322.3k $14.2m $14.2m 0.03% Reduced -13.0k -13,018
17 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 320,926320.9k $14.2m $14.2m 0.00% Reduced -24.5k -24,479
18 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 317,808317.8k $14.0m $14.0m 0.00% Added +4.2k +4,228
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 313,078313.1k $13.8m $13.8m 0.00% Reduced -11.6k -11,596
20 Penn Capital Management Company, LLC 1.19% of their portfolio PHILADELPHIA, PA 283,355283.4k $12.6m $12.6m 1.19% Reduced -22.4k -22,408
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 275,363275.4k $12.2m $12.2m 0.00% Added +770 +770
22 NORGES BANK 0.00% of their portfolio OSLO, Q8 243,313243.3k $10.7m $10.7m 0.00% Added +58.7k +58,696
23 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 238,825238.8k $10.5m $10.5m 0.00% Reduced -72.8k -72,755
24 GUGGENHEIM CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 232,757232.8k $10.3m $10.3m 0.07% Added +35.0k +34,987
25 First Eagle Investment Management, LLC 0.02% of their portfolio NEW YORK, NY 210,293210.3k $9.3m $9.3m 0.02% Reduced -4.2k -4,239
26 PANAGORA ASSET MANAGEMENT INC 0.04% of their portfolio BOSTON, MA 199,074199.1k $8.8m $8.8m 0.04% Added +16.3k +16,342
27 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 188,767188.8k $8.3m $8.3m 0.02% Added +172.0k +171,966
28 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 183,933183.9k $8.1m $8.1m 0.01% Reduced -13.5k -13,544
29 TWO SIGMA ADVISERS, LP 0.02% of their portfolio NEW YORK, NY 174,285174.3k $7.7m $7.7m 0.02% Reduced -5.8k -5,800
30 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 171,482171.5k $7.6m $7.6m 0.00% Reduced -8.1k -8,052
31 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 159,312159.3k $7.0m $7.0m 0.00% Reduced -54.0k -53,967
32 GILDER GAGNON HOWE & CO LLC 0.08% of their portfolio New York, NY 139,041139.0k $6.1m $6.1m 0.08% Reduced -659 -659
33 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 133,554133.6k $5.9m $5.9m 0.00% Added +89.1k +89,128
34 Brandywine Global Investment Management, LLC 0.04% of their portfolio PHILADELPHIA, PA 132,016132.0k $5.8m $5.8m 0.04% New
35 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 130,154130.2k $5.7m $5.7m 0.00% Reduced -112.6k -112,594
36 Loews Corp 0.05% of their portfolio New York, NY 130,000130.0k $5.7m $5.7m 0.05% New
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 127,606127.6k $5.6m $5.6m 0.00% Reduced -74.4k -74,448
38 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 118,646118.6k $5.2m $5.2m 0.01% Added +18.5k +18,469
39 AXA S.A. 0.01% of their portfolio PARIS, I0 109,800109.8k $4.8m $4.8m 0.01% Added +54.9k +54,900
40 KENNEDY CAPITAL MANAGEMENT LLC 0.10% of their portfolio ST LOUIS, MO 109,654109.7k $4.8m $4.8m 0.10% Added +47.2k +47,238
41 HST Ventures, LLC 2.15% of their portfolio PARK CITY, UT 107,774107.8k $4.8m $4.8m 2.15% New
42 SEGALL BRYANT & HAMILL, LLC 0.08% of their portfolio CHICAGO, IL 99,90299.9k $4.4m $4.4m 0.08% New
43 Uniplan Investment Counsel, Inc. 0.40% of their portfolio MILWAUKEE, WI 99,40899.4k $4.4m $4.4m 0.40% Reduced -20.7k -20,666
44 Foundry Partners, LLC 0.21% of their portfolio MINNEAPOLIS, MN 90,07990.1k $4.0m $4.0m 0.21% Added +1.5k +1,476
45 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 88,53588.5k $3.9m $3.9m 0.00% Reduced -34.2k -34,155
46 ALGERT GLOBAL LLC 0.13% of their portfolio SAN FRANCISCO, CA 87,99588.0k $3.9m $3.9m 0.13% Added +18.3k +18,346
47 BOKF, NA 0.07% of their portfolio TULSA, OK 84,63984.6k $3.7m $3.7m 0.07% Reduced -16.2k -16,172
48 WEDGE CAPITAL MANAGEMENT L L P/NC 0.06% of their portfolio CHARLOTTE, NC 82,32282.3k $3.6m $3.6m 0.06% Added +5.7k +5,731
49 SHELTON CAPITAL MANAGEMENT 0.10% of their portfolio Denver, CO 80,47880.5k $3.6m $3.6m 0.10% Reduced -5.0k -5,000
50 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 79,40579.4k $3.5m $3.5m 0.01% Added +34.5k +34,529
51 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 75,59575.6k $3.3m $3.3m 0.00% Reduced -5.1k -5,149
52 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 70,66470.7k $3.1m $3.1m 0.00% Added +31.7k +31,686
53 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 68,39968.4k $3.0m $3.0m 0.01% Added +2.6k +2,567
54 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 68,25668.3k $3.0m $3.0m 0.01% Added +29.1k +29,109
55 Assenagon Asset Management S.A. 0.01% of their portfolio SENNINGERBERG, N4 67,85867.9k $3.0m $3.0m 0.01% Reduced -29.6k -29,648
56 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 67,11767.1k $3.0m $3.0m 0.03% Added +49.9k +49,935
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 64,95865.0k $2.9m $2.9m 0.00% Added +4.7k +4,662
58 Swiss National Bank 0.00% of their portfolio ZURICH, V8 64,60064.6k $2.9m $2.9m 0.00% Unchanged
59 FMR LLC 0.00% of their portfolio BOSTON, MA 64,37964.4k $2.8m $2.8m 0.00% Added +6.5k +6,529
60 RENAISSANCE GROUP LLC 0.11% of their portfolio Covington, KY 64,24064.2k $2.8m $2.8m 0.11% New
61 Cubist Systematic Strategies, LLC 0.05% of their portfolio STAMFORD, CT 63,22763.2k $2.8m $2.8m 0.05% New
62 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 60,77660.8k $2.7m $2.7m 0.05% Added +8.7k +8,731
63 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 56,04856.0k $2.5m $2.5m 0.00% Reduced -134.0k -133,986
64 SIT INVESTMENT ASSOCIATES INC 0.05% of their portfolio Minneapolis, MN 50,36550.4k $2.2m $2.2m 0.05% Added +1.4k +1,350
65 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 48,26248.3k $2.1m $2.1m 0.00% Reduced -12.0k -12,046
66 GSA CAPITAL PARTNERS LLP 0.15% of their portfolio LONDON, X0 48,26148.3k $2.1m $2.1m 0.15% Added +34.9k +34,881
67 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 46,69146.7k $2.1m $2.1m 0.00% Added +1.5k +1,525
68 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 46,35046.4k $2.0m $2.0m 0.00% Added +326 +326
69 ICON ADVISERS INC/CO 0.44% of their portfolio GREENWOOD VILLAGE, CO 46,00046.0k $2.0m $2.0m 0.44% Unchanged
70 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 45,88845.9k $2.0m $2.0m 0.00% Added +7.0k +6,977
71 Engineers Gate Manager LP 0.04% of their portfolio NEW YORK, NY 44,28044.3k $2.0m $2.0m 0.04% Reduced -37 -37
72 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 43,56943.6k $1.9m $1.9m 0.00% Added +262 +262
73 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 43,43343.4k $1.9m $1.9m 0.00% Added +24.5k +24,475
74 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 41,93741.9k $1.9m $1.9m 0.00% Added +1.7k +1,745
75 Rovida Advisors Inc. 0.66% of their portfolio Fort Lauderdale, FL 41,82341.8k $1.8m $1.8m 0.66% New
76 COZAD ASSET MANAGEMENT INC 0.18% of their portfolio CHAMPAIGN, IL 41,03141.0k $1.8m $1.8m 0.18% Added +176 +176
77 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 40,48240.5k $1.8m $1.8m 0.00% Reduced -199 -199
78 Quantbot Technologies LP 0.08% of their portfolio NEW YORK, NY 39,59839.6k $1.7m $1.7m 0.08% Added +38.2k +38,207
79 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 37,29237.3k $1.6m $1.6m 0.00% Reduced -48.9k -48,853
80 Campbell & CO Investment Adviser LLC 0.14% of their portfolio BALTIMORE, MD 36,01736.0k $1.6m $1.6m 0.14% New
81 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 35,96236.0k $1.6m $1.6m 0.02% Unchanged
82 GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio GREENWICH, CT 35,50035.5k $1.6m $1.6m 0.02% Unchanged
83 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 35,25135.3k $1.6m $1.6m 0.01% Added +4.9k +4,888
84 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 33,83233.8k $1.5m $1.5m 0.00% Added +27.3k +27,332
85 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 33,29933.3k $1.5m $1.5m 0.00% Reduced -1.9k -1,930
86 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 33,10433.1k $1.5m $1.5m 0.01% Reduced -21.8k -21,842
87 Legal & General Group Plc 0.00% of their portfolio London, X0 32,23732.2k $1.4m $1.4m 0.00% Reduced -111 -111
88 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 31,98432.0k $1.4m $1.4m 0.00% Reduced -757 -757
89 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 28,38928.4k $1.3m $1.3m 0.01% New
90 COMERICA BANK 0.00% of their portfolio DALLAS, TX 26,75526.8k $1.2m $1.2m 0.00% Reduced -8.1k -8,064
91 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 26,10026.1k $1.2m $1.2m 0.00% Unchanged
92 Harbour Capital Advisors, LLC 0.25% of their portfolio TYSONS CORNER, VA 25,09025.1k $1.1m $1.1m 0.25% Added +390 +390
93 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 25,00025.0k $1.1m $1.1m 0.01% Unchanged
94 Lombard Odier Asset Management (USA) Corp 0.40% of their portfolio New York, NY 24,23324.2k $1.1m $1.1m 0.40% New
95 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 23,94723.9k $1.1m $1.1m 0.00% Added +2.0k +1,979
96 Summit Global Investments 0.07% of their portfolio BOUNTIFUL, UT 23,46423.5k $1.0m $1.0m 0.07% Added +2.2k +2,168
97 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 22,16822.2k $979.2k $979.2k 0.00% Reduced -163 -163
98 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 21,80021.8k $962.9k $962.9k 0.03% Unchanged
99 ACCESS FINANCIAL SERVICES, INC. 0.44% of their portfolio MINNEAPOLIS, MN 21,67321.7k $957.3k $957.3k 0.44% New
100 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 21,51621.5k $951.0k $951.0k 0.00% Added +1.1k +1,082