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HEES

H&E Equipment Services

Delisted

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

128 hedge funds and large institutions have $438M invested in H&E Equipment Services in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

1% less funds holding

Funds holding: 129128 (-1)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

20% less capital invested

Capital invested by funds: $546M → $438M (-$108M)

48% less call options, than puts

Call options by funds: $1.63M | Put options by funds: $3.17M

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
3.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
48
Reduced
38
Closed
21
Calls
$1.63M
Puts
$3.17M
Net Calls
-$1.53M
Net Calls Change
-$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1
Chartwell Investment Partners
Pennsylvania
$60.9M -$2.86M -166,579 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.8M +$2.04M +119,075 +5%
Macquarie Group
3
Macquarie Group
Australia
$35.4M -$36.3M -2,115,185 -50%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.1M +$1.32M +76,694 +5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$27.5M -$429K -24,976 -1%
ClearBridge Investments
6
ClearBridge Investments
New York
$26.6M -$40.9K -2,385 -0.1%
BFA
7
BlackRock Fund Advisors
California
$13.5M +$953K +55,512 +7%
BIT
8
BlackRock Institutional Trust
California
$13.2M +$388K +22,586 +3%
EAM
9
Eagle Asset Management
Florida
$11.2M
State Street
10
State Street
Massachusetts
$9.67M +$273K +15,926 +3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$9.48M -$445K -25,937 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.6M -$639K -37,258 -8%
Norges Bank
13
Norges Bank
Norway
$7.46M +$3.88M +226,000 +94%
Morgan Stanley
14
Morgan Stanley
New York
$7.03M +$1.36M +79,062 +23%
Northern Trust
15
Northern Trust
Illinois
$6.57M -$41.2K -2,400 -0.6%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$6.47M +$3.07M +178,847 +86%
LSV Asset Management
17
LSV Asset Management
Illinois
$6.39M
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$6.16M +$6.31M +367,581 New
WC
19
Weatherbie Capital
Massachusetts
$5.61M +$396K +23,107 +7%
BCMNY
20
Buckingham Capital Management (New York)
New York
$4.83M -$245K -14,254 -5%
BF
21
BOK Financial
Oklahoma
$4.75M +$4.86M +283,289 New
Goldman Sachs
22
Goldman Sachs
New York
$4.65M -$119K -6,932 -2%
Deutsche Bank
23
Deutsche Bank
Germany
$4.5M +$1.73M +100,619 +60%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$4.25M
PPA
25
Parametric Portfolio Associates
Washington
$4.15M -$743K -43,321 -15%