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
PWA
201
Physician Wealth Advisors
Utah
$22.1K
CCM
202
Coldstream Capital Management
Washington
$21.8K
Optiver Holding
203
Optiver Holding
Netherlands
$20K
Nomura Asset Management
204
Nomura Asset Management
Japan
$19.9K
A
205
AlphaQuest
New York
$17.3K
BL
206
BFSG LLC
California
$17.1K
GI
207
GAMMA Investing
California
$17K
PCM
208
PenderFund Capital Management
British Columbia, Canada
$16.4K
LC
209
Lindbrook Capital
California
$12.6K
HCA
210
Harbor Capital Advisors
Illinois
$11K
RA
211
Rise Advisors
New York
$10.3K
SAM
212
Smartleaf Asset Management
Massachusetts
$9.06K
CAL
213
Capital Analysts LLC
Pennsylvania
$9K
RIL
214
Rothschild Investment LLC
Illinois
$7.58K
SCM
215
Sterling Capital Management
North Carolina
$7.39K
PA
216
Parallel Advisors
California
$7.37K
SS
217
SBI Securities
Japan
$6.92K
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$5.69K
POIA
219
Pin Oak Investment Advisors
Texas
$5K
HCP
220
Hexagon Capital Partners
Arkansas
$4.46K
Lazard Asset Management
221
Lazard Asset Management
New York
$4K
AW
222
Avion Wealth
Texas
$4K
C
223
Covestor
United Kingdom
$3K
LFG
224
Larson Financial Group
Missouri
$2.46K
W
225
WealthCollab
Washington
$2.37K