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HEES

H&E Equipment Services

Delisted

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

139 hedge funds and large institutions have $529M invested in H&E Equipment Services in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

8% less funds holding

Funds holding: 151139 (-12)

22% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $3.14M

27% less capital invested

Capital invested by funds: $721M → $529M (-$192M)

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

Holders
139
Holders Change
-12
Holders Change %
-7.95%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
53
Reduced
55
Closed
30
Calls
$2.44M
Puts
$3.14M
Net Calls
-$700K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$42.4M +$1.68M +70,295 +3%
Macquarie Group
2
Macquarie Group
Australia
$42.1M +$464K +19,393 +0.9%
CIP
3
Chartwell Investment Partners
Pennsylvania
$41.5M +$9.9M +413,416 +25%
AllianceBernstein
4
AllianceBernstein
Tennessee
$36.2M -$2.31M -96,492 -5%
ClearBridge Investments
5
ClearBridge Investments
New York
$30M -$213K -8,888 -0.6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$26.6M -$4.78M -199,479 -13%
GGHC
7
Gilder Gagnon Howe & Co
New York
$16.7M -$11.6M -482,925 -37%
BIT
8
BlackRock Institutional Trust
California
$15.7M -$6.89M -287,668 -27%
WC
9
Weatherbie Capital
Massachusetts
$15.1M +$15.8M +657,989 +668%
BFA
10
BlackRock Fund Advisors
California
$14.9M -$1.46M -60,895 -8%
TSW
11
Thompson Siegel & Walmsley
Virginia
$12.5M +$48K +2,005 +0.3%
ECP
12
Elk Creek Partners
Colorado
$12.4M +$2.43M +101,579 +19%
GC
13
GW Capital
Washington
$11.5M -$660K -27,560 -5%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$10.5M -$490K -20,468 -4%
State Street
15
State Street
Massachusetts
$10.4M +$94.9K +3,965 +0.8%
Millennium Management
16
Millennium Management
New York
$8.98M +$5.82M +243,033 +118%
Bank of America
17
Bank of America
North Carolina
$7.71M +$6.62M +276,722 +253%
Northern Trust
18
Northern Trust
Illinois
$7.65M -$1.03M -43,185 -10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.5M -$816K -34,078 -8%
WAMC
20
Western Asset Management Company
California
$7.4M +$7.86M +328,503 +780%
UBS Group
21
UBS Group
Switzerland
$6.87M +$840K +35,075 +11%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$6.81M +$1.94M +81,151 +31%
NCGI
23
Next Century Growth Investors
Minnesota
$5.84M -$12.2M -508,647 -63%
JAFL
24
Jay A. Fishman Ltd
Michigan
$5.38M +$2.31M +96,500 +56%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$5.02M +$479K +20,000 +9%