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HEES

H&E Equipment Services

Delisted

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

123 hedge funds and large institutions have $478M invested in H&E Equipment Services in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $1.08M

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $448M → $478M (+$29.8M)

6% more funds holding

Funds holding: 116123 (+7)

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)

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
44
Reduced
41
Closed
14
Calls
$2.2M
Puts
$1.08M
Net Calls
+$1.12M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1
Chartwell Investment Partners
Pennsylvania
$60M +$10.1M +552,077 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.5M +$585K +31,880 +1%
AllianceBernstein
3
AllianceBernstein
Tennessee
$38.5M +$5.07M +276,218 +14%
Macquarie Group
4
Macquarie Group
Australia
$38M +$613K +33,370 +2%
ClearBridge Investments
5
ClearBridge Investments
New York
$28.1M +$118K +6,447 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$25.2M +$1.57M +85,357 +6%
GGHC
7
Gilder Gagnon Howe & Co
New York
$13.7M -$1.21M -65,842 -8%
BFA
8
BlackRock Fund Advisors
California
$13.5M +$626K +34,115 +5%
BIT
9
BlackRock Institutional Trust
California
$13.4M +$268K +14,617 +2%
ECP
10
Elk Creek Partners
Colorado
$11.5M -$1.5M -81,432 -11%
GC
11
GW Capital
Washington
$11.3M -$1.93M -104,963 -14%
EAM
12
Eagle Asset Management
Florida
$11.3M -$367K -20,000 -3%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$11.2M +$500K +27,242 +4%
TSW
14
Thompson Siegel & Walmsley
Virginia
$10.5M -$176K -9,580 -2%
State Street
15
State Street
Massachusetts
$9.23M +$350K +19,056 +4%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$8.46M -$156K -8,478 -2%
LSV Asset Management
17
LSV Asset Management
Illinois
$7.98M +$1.38M +74,900 +20%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.34M +$1.26M +68,517 +19%
WAMC
19
Western Asset Management Company
California
$7M
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$6.8M -$313K -17,040 -4%
WC
21
Weatherbie Capital
Massachusetts
$6.77M -$4.36M -237,636 -38%
Northern Trust
22
Northern Trust
Illinois
$6.76M +$170K +9,284 +2%
UBS Group
23
UBS Group
Switzerland
$6.63M -$1.43M -78,137 -17%
BCMNY
24
Buckingham Capital Management (New York)
New York
$5.18M +$1.88M +102,149 +53%
Wells Fargo
25
Wells Fargo
California
$5.14M +$1.76M +95,619 +48%