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
Fisher Asset Management
251
Fisher Asset Management
Washington
First Eagle Investment Management
252
First Eagle Investment Management
New York
PCM
253
Penn Capital Management
Pennsylvania
Two Sigma Advisers
254
Two Sigma Advisers
New York
GGHC
255
Gilder Gagnon Howe & Co
New York
BGIM
256
Brandywine Global Investment Management
Pennsylvania
Natixis Advisors
257
Natixis Advisors
Massachusetts
PAM
258
Panagora Asset Management
Massachusetts
Norges Bank
259
Norges Bank
Norway
FP
260
Foundry Partners
Minnesota
SBH
261
Segall Bryant & Hamill
Illinois
OLA
262
Oliver Luxxe Assets
New Jersey
UIC
263
Uniplan Investment Counsel
Wisconsin
KCM
264
Kennedy Capital Management
Missouri
Federated Hermes
265
Federated Hermes
Pennsylvania
TIAM
266
TT International Asset Management
United Kingdom
EAM
267
EFG Asset Management
Oregon
SIA
268
Sit Investment Associates
Minnesota
PCM
269
Polaris Capital Management
Massachusetts
WANY
270
Wealthspire Advisors (New York)
New York
HCA
271
Harbour Capital Advisors
Virginia
PCP
272
Perbak Capital Partners
United Kingdom
NAM
273
NorthCrest Asset Manangement
Minnesota
AFS
274
Access Financial Services
Minnesota
PCMF
275
Private Capital Management (Florida)
Florida