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HEES

H&E Equipment Services

Delisted

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

116 hedge funds and large institutions have $448M invested in H&E Equipment Services in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less capital invested

Capital invested by funds: $529M → $448M (-$80.9M)

17% less funds holding

Funds holding: 139116 (-23)

53% less call options, than puts

Call options by funds: $858K | Put options by funds: $1.82M

56% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 39

Holders
116
Holders Change
-23
Holders Change %
-16.55%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
44
Reduced
41
Closed
39
Calls
$858K
Puts
$1.82M
Net Calls
-$961K
Net Calls Change
-$261K
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1
Chartwell Investment Partners
Pennsylvania
$48.2M +$14.1M +803,376 +39%
Vanguard Group
2
Vanguard Group
Pennsylvania
$36.3M +$834K +47,471 +2%
Macquarie Group
3
Macquarie Group
Australia
$35.7M +$538K +30,592 +1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$32.2M +$1.97M +112,321 +6%
ClearBridge Investments
5
ClearBridge Investments
New York
$26.8M +$1.77M +100,819 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$22.6M +$362K +20,604 +2%
GGHC
7
Gilder Gagnon Howe & Co
New York
$14.2M +$177K +10,055 +1%
BIT
8
BlackRock Institutional Trust
California
$12.6M -$578K -32,908 -4%
GC
9
GW Capital
Washington
$12.6M +$3.14M +178,475 +31%
ECP
10
Elk Creek Partners
Colorado
$12.4M +$2.09M +119,075 +19%
BFA
11
BlackRock Fund Advisors
California
$12.3M -$139K -7,904 -1%
EAM
12
Eagle Asset Management
Florida
$11.2M +$10.6M +605,641 +988%
WC
13
Weatherbie Capital
Massachusetts
$10.4M -$2.31M -131,433 -17%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$10.3M +$1.59M +90,361 +17%
TSW
15
Thompson Siegel & Walmsley
Virginia
$10.2M -$246K -13,983 -2%
State Street
16
State Street
Massachusetts
$8.51M -$199K -11,327 -2%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$8.24M +$2.67M +151,792 +45%
UBS Group
18
UBS Group
Switzerland
$7.65M +$1.99M +113,338 +33%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$6.79M +$7.14M +406,181 New
WAMC
20
Western Asset Management Company
California
$6.7M +$527K +30,000 +8%
LSV Asset Management
21
LSV Asset Management
Illinois
$6.38M +$3.84M +218,400 +134%
Northern Trust
22
Northern Trust
Illinois
$6.31M -$102K -5,786 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.88M -$420K -23,922 -6%
Morgan Stanley
24
Morgan Stanley
New York
$4.96M +$1.84M +104,586 +54%
JAFL
25
Jay A. Fishman Ltd
Michigan
$4.26M -$252K -14,340 -5%