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
Corient Private Wealth
76
Corient Private Wealth
Florida
$3.95M
Citadel Advisors
77
Citadel Advisors
Florida
$3.75M
Legal & General Group
78
Legal & General Group
United Kingdom
$3.73M
AIMCA
79
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.73M
DFCM
80
Dark Forest Capital Management
Puerto Rico
$3.48M
CG
81
Carmignac Gestion
France
$3.41M
SCM
82
Shelton Capital Management
Colorado
$3.35M
Stifel Financial
83
Stifel Financial
Missouri
$3.25M
BFM
84
Boothbay Fund Management
New York
$2.98M
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$2.87M
CM
86
Capula Management
Cayman Islands
$2.84M
Raymond James Financial
87
Raymond James Financial
Florida
$2.72M
SCS
88
Syquant Capital SAS
France
$2.65M
YCM
89
Yakira Capital Management
Connecticut
$2.63M
KTA
90
Keeley-Teton Advisors
Illinois
$2.42M
GI
91
GAMCO Investors
Connecticut
$2.39M
Two Sigma Investments
92
Two Sigma Investments
New York
$2.38M
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$2.35M
ECM
94
ExodusPoint Capital Management
New York
$2.18M
ACM
95
Aquatic Capital Management
Illinois
$2.17M
Russell Investments Group
96
Russell Investments Group
United Kingdom
$2.13M
Allianz Asset Management
97
Allianz Asset Management
Germany
$2.1M
IIM
98
INTECH Investment Management
Florida
$2.07M
BA
99
Bridgewater Associates
Connecticut
$2.02M
Wells Fargo
100
Wells Fargo
California
$2M