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HEES

H&E Equipment Services

Delisted

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

115 hedge funds and large institutions have $461M invested in H&E Equipment Services in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 34 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $1.01M

44% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 34

4% less capital invested

Capital invested by funds: $478M → $461M (-$16.9M)

7% less funds holding

Funds holding: 123115 (-8)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
49
Reduced
34
Closed
23
Calls
$2.65M
Puts
$1.01M
Net Calls
+$1.64M
Net Calls Change
+$520K
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1
Chartwell Investment Partners
Pennsylvania
$69.1M +$7.35M +507,066 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$40M +$1.14M +78,814 +4%
Macquarie Group
3
Macquarie Group
Australia
$36.3M -$1.45M -99,781 -5%
AllianceBernstein
4
AllianceBernstein
Tennessee
$36.2M -$1.96M -135,024 -6%
ClearBridge Investments
5
ClearBridge Investments
New York
$27.9M -$306K -21,072 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$27.8M +$2.14M +147,607 +10%
BIT
7
BlackRock Institutional Trust
California
$13.5M +$10K +691 +0.1%
BFA
8
BlackRock Fund Advisors
California
$13M -$469K -32,328 -4%
EAM
9
Eagle Asset Management
Florida
$11.7M +$313K +21,620 +3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$11.7M +$365K +25,169 +4%
TSW
11
Thompson Siegel & Walmsley
Virginia
$10.6M +$63.8K +4,403 +0.7%
ECP
12
Elk Creek Partners
Colorado
$9.87M -$1.41M -97,518 -15%
LSV Asset Management
13
LSV Asset Management
Illinois
$9.55M +$1.28M +87,956 +19%
State Street
14
State Street
Massachusetts
$9.46M +$163K +11,257 +2%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$8.47M -$15.7K -1,084 -0.2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$8.1M +$604K +41,691 +10%
WC
17
Weatherbie Capital
Massachusetts
$7.96M +$963K +66,442 +17%
Northern Trust
18
Northern Trust
Illinois
$6.85M +$74.1K +5,113 +1%
BCMNY
19
Buckingham Capital Management (New York)
New York
$6.58M +$1.14M +78,911 +27%
PPA
20
Parametric Portfolio Associates
Washington
$6.33M +$2.76M +190,033 +111%
GGHC
21
Gilder Gagnon Howe & Co
New York
$6.16M -$6.26M -431,573 -55%
UBS Group
22
UBS Group
Switzerland
$6.14M -$418K -28,808 -8%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$5.45M -$1.14M -78,489 -20%
Morgan Stanley
24
Morgan Stanley
New York
$4.64M +$118K +8,171 +3%
Wells Fargo
25
Wells Fargo
California
$4.46M -$579K -39,907 -14%