We are live on ! Find out more
HEES

H&E Equipment Services

Delisted

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

152 hedge funds and large institutions have $639M invested in H&E Equipment Services in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $8.01M | Put options by funds: $2.29M

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

77.35% more ownership

Funds ownership: 0%77.35% (+77%)

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

46% more capital invested

Capital invested by funds: $438M → $639M (+$201M)

19% more funds holding

Funds holding: 128152 (+24)

Holders
152
Holders Change
+24
Holders Change %
+18.75%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
56
Reduced
35
Closed
20
Calls
$8.01M
Puts
$2.29M
Net Calls
+$5.72M
Net Calls Change
+$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$7.46M -$1.11M -60,400 -16%
Two Sigma Investments
27
Two Sigma Investments
New York
$7.02M +$4.39M +239,678 +386%
DRZID
28
DePrince Race & Zollo Inc (DRZ)
Florida
$6.54M -$1.92M -104,780 -27%
Goldman Sachs
29
Goldman Sachs
New York
$6.09M -$280K -15,269 -6%
Charles Schwab
30
Charles Schwab
California
$5.75M +$927K +50,634 +26%
ACH
31
ArrowMark Colorado Holdings
Colorado
$5.66M +$4.46M +243,487 New
Geode Capital Management
32
Geode Capital Management
Massachusetts
$5.62M +$307K +16,770 +7%
BF
33
BOK Financial
Oklahoma
$5.57M -$805K -43,928 -16%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$4.87M +$2.88M +157,476 +303%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$4.84M -$832K -45,427 -18%
Fuller & Thaler Asset Management
36
Fuller & Thaler Asset Management
California
$4.53M +$3.57M +194,665 New
PPA
37
Parametric Portfolio Associates
Washington
$4.46M -$1.03M -55,964 -23%
Morgan Stanley
38
Morgan Stanley
New York
$4.06M -$4.49M -245,212 -58%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$3.66M +$2.89M +157,500 New
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$3.65M +$22K +1,200 +0.8%
Ameriprise
41
Ameriprise
Minnesota
$3.64M +$2.86M +156,381 New
UBS Group
42
UBS Group
Switzerland
$3.6M -$1M -54,801 -26%
Bank of America
43
Bank of America
North Carolina
$3.56M +$902K +49,236 +47%
Wells Fargo
44
Wells Fargo
California
$3.36M -$689K -37,621 -21%
CCI
45
Columbus Circle Investors
$3.27M +$2.58M +140,833 New
RWA
46
RGT Wealth Advisors
Texas
$3.01M +$2.37M +129,617 New
TCIM
47
TIAA CREF Investment Management
New York
$2.86M +$121K +6,590 +6%
GGHC
48
Gilder Gagnon Howe & Co
New York
$2.85M -$350K -19,104 -13%
BIM
49
BlackRock Investment Management
Delaware
$2.7M +$8.87K +484 +0.4%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$2.66M +$1.46M +79,453 +228%