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HEES

H&E Equipment Services

Delisted

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

157 hedge funds and large institutions have $1.23B invested in H&E Equipment Services in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $2.11M

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

35% more capital invested

Capital invested by funds: $912M → $1.23B (+$317M)

5% more funds holding

Funds holding: 150157 (+7)

4.29% more ownership

Funds ownership: 72.77%77.07% (+4.3%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
49
Reduced
57
Closed
21
Calls
$3.02M
Puts
$2.11M
Net Calls
+$904K
Net Calls Change
-$730K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$12.8M +$3.93M +90,138 +45%
Victory Capital Management
27
Victory Capital Management
Texas
$12.7M +$454K +10,416 +4%
MVP
28
Medina Value Partners
California
$12.6M +$12.4M +285,309 New
TCM
29
Tygh Capital Management
Oregon
$12.1M +$11.9M +272,527 New
EA
30
Emerald Advisers
Pennsylvania
$12M +$451K +10,337 +4%
Deutsche Bank
31
Deutsche Bank
Germany
$10.2M -$606K -13,895 -6%
MAP
32
Moody Aldrich Partners
Massachusetts
$9.54M +$793K +18,184 +9%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$8.96M -$244K -5,603 -3%
Invesco
34
Invesco
Georgia
$8.34M +$3.63M +83,117 +79%
IECM
35
Intrinsic Edge Capital Management
Illinois
$8.11M -$873K -20,000 -10%
Morgan Stanley
36
Morgan Stanley
New York
$8.11M -$951K -21,803 -11%
EMFAT
37
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.93M +$2.11M +48,371 +45%
PCM
38
Portolan Capital Management
Massachusetts
$6.37M +$1.68M +38,570 +37%
GGHC
39
Gilder Gagnon Howe & Co
New York
$5.71M -$73.7K -1,690 -1%
BF
40
BOK Financial
Oklahoma
$5.57M -$2.12M -48,702 -28%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$5.44M -$2.58M -59,100 -32%
LPL Financial
42
LPL Financial
California
$4.71M +$4.34M +99,358 +1,388%
JP Morgan Chase
43
JP Morgan Chase
New York
$4.69M +$1.99M +45,622 +76%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$4.5M -$6.28K -144 -0.1%
N
45
Nuveen
North Carolina
$4.04M -$368K -8,434 -8%
FG
46
Formula Growth
Quebec, Canada
$3.93M +$3.87M +88,704 New
SIA
47
Sit Investment Associates
Minnesota
$3.65M +$147K +3,375 +4%
GC
48
Guggenheim Capital
Illinois
$3.64M +$3.58M +82,153 New
Stifel Financial
49
Stifel Financial
Missouri
$3.56M -$103K -2,356 -3%
UIC
50
Uniplan Investment Counsel
Wisconsin
$3.44M +$3.39M +77,728 New