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HEES

H&E Equipment Services

Delisted

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

201 hedge funds and large institutions have $1.5B invested in H&E Equipment Services in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,205% more call options, than puts

Call options by funds: $13M | Put options by funds: $565K

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

26% more capital invested

Capital invested by funds: $1.19B → $1.5B (+$313M)

8% more funds holding

Funds holding: 186201 (+15)

3.14% more ownership

Funds ownership: 75.42%78.56% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 82

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
62
Reduced
82
Closed
21
Calls
$13M
Puts
$565K
Net Calls
+$12.5M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
26
First Eagle Investment Management
New York
$11.8M +$792K +17,528 +8%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$11.1M -$1.34M -29,690 -12%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$10.6M +$294K +6,500 +3%
Ameriprise
29
Ameriprise
Minnesota
$10.4M -$42.7K -946 -0.5%
UBS Group
30
UBS Group
Switzerland
$9.58M +$647K +14,319 +8%
GC
31
Guggenheim Capital
Illinois
$9.36M -$5.06K -112 -0.1%
Victory Capital Management
32
Victory Capital Management
Texas
$8.89M -$152K -3,354 -2%
Fisher Asset Management
33
Fisher Asset Management
Washington
$8.5M -$30.6K -677 -0.4%
Stifel Financial
34
Stifel Financial
Missouri
$8.12M -$21.4K -473 -0.3%
Wells Fargo
35
Wells Fargo
California
$7.95M +$2.7M +59,732 +65%
GGHC
36
Gilder Gagnon Howe & Co
New York
$7.36M -$11.3K -250 -0.2%
PAM
37
Panagora Asset Management
Massachusetts
$7.09M +$1.48M +32,788 +32%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$7.05M +$1.93M +42,810 +47%
UIC
39
Uniplan Investment Counsel
Wisconsin
$6.3M -$151K -3,352 -3%
SCM
40
Shelton Capital Management
Colorado
$6.3M -$1.34M -29,737 -20%
KOCAA
41
Knights of Columbus Asset Advisors
Connecticut
$5.94M +$2.49M +55,214 +95%
Two Sigma Investments
42
Two Sigma Investments
New York
$5.89M -$2.71M -60,039 -35%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$5.51M +$1.93M +42,690 +68%
OAM
44
Oberweis Asset Management
Illinois
$5.17M +$303K +6,700 +7%
BF
45
BOK Financial
Oklahoma
$4.9M -$40K -885 -0.9%
KCM
46
Kennedy Capital Management
Missouri
$4.65M -$33.9K -750 -0.8%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$4.53M -$1.05M -23,286 -21%
First Trust Advisors
48
First Trust Advisors
Illinois
$4.06M +$459K +10,159 +15%
FP
49
Foundry Partners
Minnesota
$4M +$3.45M +76,451 New
FG
50
Formula Growth
Quebec, Canada
$3.91M -$31.6K -700 -0.9%