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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 $721M invested in H&E Equipment Services in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 46 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 46

8% less funds holding

Funds holding: 164151 (-13)

13% less capital invested

Capital invested by funds: $824M → $721M (-$103M)

15% less call options, than puts

Call options by funds: $4.02M | Put options by funds: $4.73M

39% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 33

Holders
151
Holders Change
-13
Holders Change %
-7.93%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
68
Reduced
46
Closed
33
Calls
$4.02M
Puts
$4.73M
Net Calls
-$703K
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$52.2M +$6.95M +308,993 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$51.3M -$535K -23,787 -1%
AllianceBernstein
3
AllianceBernstein
Tennessee
$47.7M +$11.6M +517,472 +37%
CIP
4
Chartwell Investment Partners
Pennsylvania
$41.6M +$15M +665,732 +67%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$38.3M -$5.26M -234,022 -13%
ClearBridge Investments
6
ClearBridge Investments
New York
$37.8M +$220K +9,775 +0.7%
GGHC
7
Gilder Gagnon Howe & Co
New York
$33M +$3M +133,170 +11%
BIT
8
BlackRock Institutional Trust
California
$26.8M +$3.17M +140,926 +15%
BFA
9
BlackRock Fund Advisors
California
$20.2M +$199K +8,862 +1%
NCGI
10
Next Century Growth Investors
Minnesota
$20M -$10.2M -451,739 -36%
RIM
11
RS Investment Management
California
$19.3M +$2M +89,040 +13%
TSW
12
Thompson Siegel & Walmsley
Virginia
$15.5M +$6.17M +274,275 +79%
GC
13
GW Capital
Washington
$15M -$450K -20,010 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$14.3M +$989K +43,951 +8%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$13.6M +$3.4M +151,269 +38%
ECP
16
Elk Creek Partners
Colorado
$13M +$3.36M +149,279 +40%
State Street
17
State Street
Massachusetts
$12.9M +$2.09K +93 +0%
Federated Hermes
18
Federated Hermes
Pennsylvania
$11.7M -$977K -43,430 -9%
Northern Trust
19
Northern Trust
Illinois
$10.7M +$928K +41,260 +11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$10.2M -$2.67M -118,481 -22%
Norges Bank
21
Norges Bank
Norway
$8.06M -$787K -34,985 -10%
UBS Group
22
UBS Group
Switzerland
$7.72M +$835K +37,095 +14%
Ameriprise
23
Ameriprise
Minnesota
$6.88M +$3.41M +151,595 +122%
PI
24
Putnam Investments
Massachusetts
$6.76M +$6.09M +270,500 New
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$6.49M -$70.9K -3,150 -1%