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HEES

H&E Equipment Services

Delisted

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

151 hedge funds and large institutions have $851M invested in H&E Equipment Services in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.26M

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

2% more funds holding

Funds holding: 148151 (+3)

0.34% less ownership

Funds ownership: 71.19%70.85% (-0.34%)

13% less capital invested

Capital invested by funds: $975M → $851M (-$125M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
58
Reduced
47
Closed
13
Calls
$2.57M
Puts
$1.26M
Net Calls
+$1.31M
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$8.39M +$286K +7,803 +3%
Bank of America
27
Bank of America
North Carolina
$7.09M -$1.67M -45,609 -18%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$6.69M -$788K -21,500 -10%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$6.05M
MAP
30
Moody Aldrich Partners
Massachusetts
$5.63M +$4.12M +112,309 +197%
Victory Capital Management
31
Victory Capital Management
Texas
$4.8M -$394K -10,765 -7%
GGHC
32
Gilder Gagnon Howe & Co
New York
$4.38M +$32.8K +895 +0.7%
Teacher Retirement System of Texas
33
Teacher Retirement System of Texas
Texas
$3.79M -$4.46M -121,629 -52%
GWM
34
Geneos Wealth Management
Colorado
$3.59M +$3.61M +98,500 +824%
N
35
Nuveen
North Carolina
$3.58M -$1.57M -42,968 -29%
BCM
36
Bridgeway Capital Management
Texas
$3.49M
JP Morgan Chase
37
JP Morgan Chase
New York
$3.37M +$824K +22,492 +29%
Invesco
38
Invesco
Georgia
$3.28M +$254K +6,925 +8%
American Century Companies
39
American Century Companies
Missouri
$3.28M +$752K +20,529 +26%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$2.99M +$9.38K +256 +0.3%
PCM
41
Portolan Capital Management
Massachusetts
$2.9M -$2.17M -59,168 -40%
SIA
42
Sit Investment Associates
Minnesota
$2.63M
AI
43
Atom Investors
Texas
$2.54M -$2.5M -68,159 -47%
KOCAA
44
Knights of Columbus Asset Advisors
Connecticut
$2.51M +$27.6K +752 +1%
ECM
45
ExodusPoint Capital Management
New York
$2.5M +$880K +24,021 +47%
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$2.46M +$311K +8,500 +13%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.38M -$98.9K -2,700 -4%
Calamos Advisors
48
Calamos Advisors
Illinois
$2.1M -$569K -15,516 -20%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$2.08M -$1.2M -32,857 -34%
Stifel Financial
50
Stifel Financial
Missouri
$2.03M +$877K +23,944 +65%