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
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
AMI
277
Amica Mutual Insurance
Rhode Island
KPPF
278
Klein Pavlis & Peasley Financial
California
LIP
279
Lighthouse Investment Partners
Florida
SSA
280
Schonfeld Strategic Advisors
New York
BCM
281
BTC Capital Management
Iowa
KLCM
282
KG&L Capital Management
Louisiana
DT
283
Diversified Trust
Tennessee
Jennison Associates
284
Jennison Associates
New York
Envestnet Asset Management
285
Envestnet Asset Management
Illinois
Renaissance Technologies
286
Renaissance Technologies
New York
BBP
287
Banco BTG Pactual
Brazil
WSFS
288
Wilmington Savings Fund Society
Delaware
Assenagon Asset Management
289
Assenagon Asset Management
Luxembourg
LMKC
290
L.M. Kohn & Company
Ohio
Tudor Investment Corp
291
Tudor Investment Corp
Connecticut
Axa
292
Axa
France
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
SAM
294
Shell Asset Management
Netherlands
ARMT
295
Amica Retiree Medical Trust
Rhode Island
CT
296
Colonial Trust
South Carolina
Simplex Trading
297
Simplex Trading
Illinois
BAM
298
Byrne Asset Management
New Jersey
OCM
299
Orion Capital Management
California
VWM
300
Venturi Wealth Management
Texas