HEES

H&E Equipment Services

Delisted

HEES was delisted on the 30th of May, 2025.

244 hedge funds and large institutions have $2.8B invested in H&E Equipment Services in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 48 increasing their positions, 64 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

3.33% less ownership

Funds ownership: 83.93%80.6% (-3.3%)

25% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 64

91% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $109M

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$109M
Net Calls
Net Calls Change

Top Buyers

1 +$156M
2 +$103M
3 +$64.9M
4
Goldman Sachs
Goldman Sachs
New York
+$60.6M
5
UBS Group
UBS Group
Switzerland
+$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$2.18K
PFBT
227
Parkside Financial Bank & Trust
Missouri
$1.9K
AF
228
Allworth Financial
California
$1.35K
JWA
229
JFS Wealth Advisors
Pennsylvania
$1.33K
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$1.23K
EWA
231
EverSource Wealth Advisors
Alabama
$1.23K
Bessemer Group
232
Bessemer Group
New Jersey
$1K
WCM
233
WealthTrak Capital Management
Virginia
$948
SC
234
Stephens Consulting
Michigan
$948
CFO
235
CVA Family Office
Colorado
$853
CPG
236
Cornerstone Planning Group
New Jersey
$540
DPW
237
DiNuzzo Private Wealth
Pennsylvania
$474
RWM
238
Rialto Wealth Management
New York
$474
SIC
239
SJS Investment Consulting
Ohio
$285
PWAM
240
Private Wealth Asset Management
Iowa
$284
IA
241
IFP Advisors
Florida
$190
CIAM
242
Caitong International Asset Management
Hong Kong
$190
PWM
243
Parkworth Wealth Management
California
$95
GFPC
244
Global Financial Private Client
Florida
$95
ClearBridge Investments
245
ClearBridge Investments
New York
PP
246
Pertento Partners
United Kingdom
WHG
247
Westwood Holdings Group
Texas
VNIM
248
Vaughan Nelson Investment Management
Texas
CB
249
Cooke & Bieler
Pennsylvania
Aberdeen Group
250
Aberdeen Group
United Kingdom