Vault-13

H & E EQUIPMENT SERVICES INC HEES

COM · Common Stock · CUSIP 404030108

226 institutional holders +10 vs Q2 2024
28,959,16029.0m shares reported held*
$1.4bnreported value*
39 new 69 added 83 reduced 33 sold out net bought ≈ $30.5m (+625.9k 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 ($447.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.70. Options: 7 managers hold calls ($5.9m notional), 4 hold puts ($2.2m).

Trends to Q3 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: 216Q3 24: 226226Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022162
Q4 2022179
Q1 2023190
Q2 2023196
Q3 2023189
Q4 2023203
Q1 2024216
Q2 2024216
Q3 2024226

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 outQ1 23: 86 bought or addedQ1 23: 96 cut or sold outQ1 23Q2 23: 98 bought or addedQ2 23: 89 cut or sold outQ3 23: 99 bought or addedQ3 23: 99 cut or sold outQ3 23Q4 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 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228482
Q1 20238696
Q2 20239889
Q3 20239999
Q4 202394105
Q1 202499106
Q2 2024131111
Q3 2024108116

Calls vs puts

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

CallsPuts
$0$5m$10m$15mQ4 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 0.97Q3 24 calls: $5.9mQ3 24 puts: $2.2mQ3 24P/C 0.38
Numbers
QuarterCallsPutsP/C
Q4 2023$13.0m$565.0k0.04
Q1 2024$9.2m$2.9m0.31
Q2 2024$2.1m$2.1m0.97
Q3 2024$5.9m$2.2m0.38

Biggest buyers

COOKE & BIELER LP New +487,223+487.2k
AMERICAN CENTURY COMPANIES INC Added +409,818+409.8k
FIRST TRUST ADVISORS LP Added +387,917+387.9k
MORGAN STANLEY Added +266,094+266.1k
Balyasny Asset Management L.P. Added +132,173+132.2k
Assenagon Asset Management S.A. Added +126,244+126.2k
TWO SIGMA INVESTMENTS, LP Added +96,261+96.3k
Bridgewater Associates, LP New +71,671+71.7k
TWO SIGMA ADVISERS, LP Added +63,500+63.5k
TT International Asset Management LTD Added +48,063+48.1k

Biggest sellers

Invesco Ltd. Reduced -414,875-414.9k
JANUS HENDERSON GROUP PLC Reduced -230,689-230.7k
NORGES BANK Reduced -125,816-125.8k
Qube Research & Technologies Ltd Reduced -116,731-116.7k
HST Ventures, LLC Sold out -107,774-107.8k
AXA S.A. Reduced -103,200-103.2k
MILLENNIUM MANAGEMENT LLC Reduced -77,092-77.1k
RENAISSANCE GROUP LLC Sold out -64,240-64.2k
MACQUARIE GROUP LTD Reduced -63,184-63.2k
FMR LLC Reduced -62,777-62.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.3m47.1k shares
PEAK6 Investments LLC New $1.4m29.4k shares
CITADEL ADVISORS LLC Added $1.1m21.6k shares
JANE STREET GROUP, LLC Added $1.0m20.8k shares
SIMPLEX TRADING, LLC Reduced $82.0k1.7k shares
GROUP ONE TRADING LLC Reduced $4.9k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.7m34.4k shares
CITADEL ADVISORS LLC Added $496.5k10.2k shares
Walleye Capital LLC New $53.5k1.1k 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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,824,7713.8m $186.2m $186.2m 0.00% Added +7.2k +7,204
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,936,1512.9m $142.9m $142.9m 0.00% First filing
3 Clearbridge Investments, LLC 0.09% of their portfolio NEW YORK, NY 2,276,0142.3m $110.8m $110.8m 0.09% Added +5.0k +5,018
4 MACQUARIE GROUP LTD 0.11% of their portfolio Sydney, NSW 2000, C3 2,151,2152.2m $104.7m $104.7m 0.11% Reduced -63.2k -63,184
5 AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio KANSAS CITY, MO 1,820,3721.8m $88.6m $88.6m 0.05% Added +409.8k +409,818
6 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 1,202,6011.2m $58.5m $58.5m 0.01% Added +34.3k +34,287
7 Pertento Partners LLP 5.40% of their portfolio LONDON, X0 910,943910.9k $44.3m $44.3m 5.40% Added +17.9k +17,855
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 881,678881.7k $42.9m $42.9m 0.00% Added +2.1k +2,114
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 779,075779.1k $37.9m $37.9m 0.00% Added +21.8k +21,805
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 755,017755.0k $36.8m $36.8m 0.00% Added +4.2k +4,226
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 699,666699.7k $34.1m $34.1m 0.00% Added +266.1k +266,094
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 571,947571.9k $27.8m $27.8m 0.01% Added +41.7k +41,749
13 COOKE & BIELER LP 0.22% of their portfolio PHILADELPHIA, PA 487,223487.2k $23.7m $23.7m 0.22% New
14 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 463,512463.5k $22.6m $22.6m 0.02% Added +387.9k +387,917
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% of their portfolio CAUSEWAY BAY, K3 444,387444.4k $21.6m $21.6m 0.05% Added +14.3k +14,337
16 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 347,475347.5k $16.9m $16.9m 0.01% Reduced -230.7k -230,689
17 Aberdeen Group plc 0.03% of their portfolio EDINBURGH, X0 338,938338.9k $16.5m $16.5m 0.03% Added +16.7k +16,681
18 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 302,552302.6k $14.7m $14.7m 0.00% Reduced -15.3k -15,256
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 274,278274.3k $13.4m $13.4m 0.00% Reduced -46.6k -46,648
20 Penn Capital Management Company, LLC 1.16% of their portfolio PHILADELPHIA, PA 258,839258.8k $12.6m $12.6m 1.16% Reduced -24.5k -24,516
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 255,786255.8k $12.5m $12.5m 0.00% Reduced -19.6k -19,577
22 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 251,311251.3k $12.2m $12.2m 0.00% Reduced -61.8k -61,767
23 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 238,216238.2k $11.6m $11.6m 0.00% Reduced -609 -609
24 TWO SIGMA ADVISERS, LP 0.03% of their portfolio NEW YORK, NY 237,785237.8k $11.6m $11.6m 0.03% Added +63.5k +63,500
25 GUGGENHEIM CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 228,587228.6k $11.1m $11.1m 0.08% Reduced -4.2k -4,170
26 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 214,907214.9k $10.5m $10.5m 0.02% Added +96.3k +96,261
27 First Eagle Investment Management, LLC 0.02% of their portfolio NEW YORK, NY 203,093203.1k $9.9m $9.9m 0.02% Reduced -7.2k -7,200
28 PANAGORA ASSET MANAGEMENT INC 0.05% of their portfolio BOSTON, MA 197,304197.3k $9.6m $9.6m 0.05% Reduced -1.8k -1,770
29 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 196,895196.9k $9.6m $9.6m 0.00% Added +25.4k +25,413
30 Assenagon Asset Management S.A. 0.02% of their portfolio SENNINGERBERG, N4 194,102194.1k $9.4m $9.4m 0.02% Added +126.2k +126,244
31 Loews Corp 0.07% of their portfolio New York, NY 175,400175.4k $8.5m $8.5m 0.07% Added +45.4k +45,400
32 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 168,366168.4k $8.2m $8.2m 0.01% Reduced -15.6k -15,567
33 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 155,580155.6k $7.6m $7.6m 0.00% Reduced -3.7k -3,732
34 Balyasny Asset Management L.P. 0.02% of their portfolio Chicago, IL 138,797138.8k $6.8m $6.8m 0.02% Added +132.2k +132,173
35 GILDER GAGNON HOWE & CO LLC 0.08% of their portfolio New York, NY 135,659135.7k $6.6m $6.6m 0.08% Reduced -3.4k -3,382
36 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 130,280130.3k $6.3m $6.3m 0.00% Added +126 +126
37 Brandywine Global Investment Management, LLC 0.04% of their portfolio PHILADELPHIA, PA 128,445128.4k $6.7m $6.7m 0.04% Reduced -3.6k -3,571
38 ALGERT GLOBAL LLC 0.16% of their portfolio SAN FRANCISCO, CA 123,498123.5k $6.0m $6.0m 0.16% Added +35.5k +35,503
39 NORGES BANK 0.00% of their portfolio OSLO, Q8 117,497117.5k $5.7m $5.7m 0.00% Reduced -125.8k -125,816
40 KENNEDY CAPITAL MANAGEMENT LLC 0.12% of their portfolio ST LOUIS, MO 111,435111.4k $5.4m $5.4m 0.12% Added +1.8k +1,781
41 SEGALL BRYANT & HAMILL, LLC 0.07% of their portfolio CHICAGO, IL 100,566100.6k $4.9m $4.9m 0.07% Added +664 +664
42 Foundry Partners, LLC 0.23% of their portfolio MINNEAPOLIS, MN 94,33594.3k $4.6m $4.6m 0.23% Added +4.3k +4,256
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 85,94285.9k $4.2m $4.2m 0.00% Reduced -41.7k -41,664
44 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 82,30482.3k $4.0m $4.0m 0.00% Reduced -6.2k -6,231
45 BOKF, NA 0.07% of their portfolio TULSA, OK 82,00882.0k $4.0m $4.0m 0.07% Reduced -2.6k -2,631
46 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 80,75280.8k $3.9m $3.9m 0.00% Reduced -414.9k -414,875
47 WEDGE CAPITAL MANAGEMENT L L P/NC 0.06% of their portfolio CHARLOTTE, NC 76,77576.8k $3.7m $3.7m 0.06% Reduced -5.5k -5,547
48 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 72,03672.0k $3.5m $3.5m 0.01% Reduced -116.7k -116,731
49 Bridgewater Associates, LP 0.02% of their portfolio Westport, CT 71,67171.7k $3.5m $3.5m 0.02% New
50 SHELTON CAPITAL MANAGEMENT 0.09% of their portfolio Denver, CO 70,47870.5k $3.4m $3.4m 0.09% Reduced -10.0k -10,000
51 Uniplan Investment Counsel, Inc. 0.29% of their portfolio MILWAUKEE, WI 67,68467.7k $3.3m $3.3m 0.29% Reduced -31.7k -31,724
52 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 66,09966.1k $3.2m $3.2m 0.01% Reduced -2.3k -2,300
53 Advisors Asset Management, Inc. 0.06% of their portfolio Monument, CO 64,60864.6k $3.1m $3.1m 0.06% Added +3.8k +3,832
54 Swiss National Bank 0.00% of their portfolio ZURICH, V8 64,20064.2k $3.1m $3.1m 0.00% Reduced -400 -400
55 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 63,38763.4k $3.1m $3.1m 0.00% Added +17.5k +17,499
56 Cubist Systematic Strategies, LLC 0.05% of their portfolio STAMFORD, CT 63,37063.4k $3.1m $3.1m 0.05% Added +143 +143
57 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 62,88862.9k $3.1m $3.1m 0.02% Added +27.6k +27,637
58 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 61,80261.8k $3.0m $3.0m 0.00% Reduced -8.9k -8,862
59 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 61,01861.0k $3.0m $3.0m 0.00% Added +39.6k +39,617
60 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 56,46256.5k $2.7m $2.7m 0.00% Reduced -77.1k -77,092
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 56,15856.2k $2.7m $2.7m 0.00% Added +110 +110
62 TT International Asset Management LTD 0.33% of their portfolio LONDON, X0 54,78354.8k $2.7m $2.7m 0.33% Added +48.1k +48,063
63 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 51,53251.5k $2.5m $2.5m 0.00% Added +41.4k +41,412
64 SIT INVESTMENT ASSOCIATES INC 0.05% of their portfolio Minneapolis, MN 50,36550.4k $2.5m $2.5m 0.05% Unchanged
65 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 50,10750.1k $2.4m $2.4m 0.03% Reduced -17.0k -17,010
66 ICON ADVISERS INC/CO 0.47% of their portfolio GREENWOOD VILLAGE, CO 46,00046.0k $2.2m $2.2m 0.47% Unchanged
67 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 44,93344.9k $2.2m $2.2m 0.00% Reduced -1.8k -1,758
68 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 44,17544.2k $2.2m $2.2m 0.00% Added +2.2k +2,238
69 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 42,26142.3k $2.1m $2.1m 0.00% Reduced -37.1k -37,144
70 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 42,18142.2k $2.1m $2.1m 0.00% Reduced -6.1k -6,081
71 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 40,94340.9k $2.0m $2.0m 0.00% Reduced -5.4k -5,407
72 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 40,61940.6k $2.0m $2.0m 0.01% Reduced -27.6k -27,637
73 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 40,48240.5k $2.0m $2.0m 0.00% Unchanged
74 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 39,00539.0k $1.9m $1.9m 0.00% Added +1.7k +1,713
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,48338.5k $1.9m $1.9m 0.00% Reduced -26.5k -26,475
76 Legal & General Group Plc 0.00% of their portfolio London, X0 37,40537.4k $1.8m $1.8m 0.00% Added +5.2k +5,168
77 COZAD ASSET MANAGEMENT INC 0.17% of their portfolio CHAMPAIGN, IL 37,33137.3k $1.8m $1.8m 0.17% Reduced -3.7k -3,700
78 Polaris Capital Management, LLC 0.09% of their portfolio BOSTON, MA 37,00037.0k $1.8m $1.8m 0.09% Added +18.4k +18,400
79 Oliver Luxxe Assets LLC 0.32% of their portfolio GLADSTONE, NJ 36,72136.7k $1.8m $1.8m 0.32% Added +16.2k +16,212
80 GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio GREENWICH, CT 36,00036.0k $1.8m $1.8m 0.02% Added +500 +500
81 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 35,96236.0k $1.8m $1.8m 0.02% Unchanged
82 Engineers Gate Manager LP 0.03% of their portfolio NEW YORK, NY 33,93933.9k $1.7m $1.7m 0.03% Reduced -10.3k -10,341
83 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 33,29933.3k $1.6m $1.6m 0.00% Unchanged
84 Jump Financial, LLC 0.03% of their portfolio Chicago, IL 32,28432.3k $1.6m $1.6m 0.03% Added +22.4k +22,450
85 WESTWOOD HOLDINGS GROUP INC 0.01% of their portfolio DALLAS, TX 31,96632.0k $1.6m $1.6m 0.01% New
86 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 31,06131.1k $1.5m $1.5m 0.00% Reduced -923 -923
87 COMERICA BANK 0.01% of their portfolio DALLAS, TX 28,29328.3k $1.4m $1.4m 0.01% Added +1.5k +1,538
88 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,79226.8k $1.3m $1.3m 0.00% Reduced -16.6k -16,641
89 Private Capital Management, LLC 0.14% of their portfolio NAPLES, FL 26,40026.4k $1.3m $1.3m 0.14% New
90 Harbour Capital Advisors, LLC 0.31% of their portfolio TYSONS CORNER, VA 26,11026.1k $1.4m $1.4m 0.31% Added +1.0k +1,020
91 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 26,10026.1k $1.3m $1.3m 0.00% Unchanged
92 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 25,00025.0k $1.2m $1.2m 0.01% Unchanged
93 Jade Capital Advisors, LLC 0.79% of their portfolio Essex Fells, NJ 25,00025.0k $1.2m $1.2m 0.79% New
94 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 24,42724.4k $1.2m $1.2m 0.00% Added +6.5k +6,463
95 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 23,94723.9k $1.2m $1.2m 0.00% Unchanged
96 Summit Global Investments 0.07% of their portfolio BOUNTIFUL, UT 23,34323.3k $1.1m $1.1m 0.07% Reduced -121 -121
97 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 22,82522.8k $1.1m $1.1m 0.00% Added +657 +657
98 Campbell & CO Investment Adviser LLC 0.08% of their portfolio BALTIMORE, MD 22,76622.8k $1.1m $1.1m 0.08% Reduced -13.3k -13,251
99 Keeley-Teton Advisors, LLC 0.12% of their portfolio Chicago, IL 22,07922.1k $1.1m $1.1m 0.12% New
100 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 21,80721.8k $1.1m $1.1m 0.00% Added +291 +291