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HEES

H&E Equipment Services

Delisted

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

152 hedge funds and large institutions have $639M invested in H&E Equipment Services in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $8.01M | Put options by funds: $2.29M

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

77.35% more ownership

Funds ownership: 0%77.35% (+77%)

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

46% more capital invested

Capital invested by funds: $438M → $639M (+$201M)

19% more funds holding

Funds holding: 128152 (+24)

Holders
152
Holders Change
+24
Holders Change %
+18.75%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
56
Reduced
35
Closed
20
Calls
$8.01M
Puts
$2.29M
Net Calls
+$5.72M
Net Calls Change
+$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$59M +$807K +44,083 +2%
Macquarie Group
2
Macquarie Group
Australia
$48.8M -$168K -9,193 -0.4%
ClearBridge Investments
3
ClearBridge Investments
New York
$44.2M +$5.74M +313,581 +20%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.4M -$3.08M -168,323 -10%
AllianceBernstein
5
AllianceBernstein
Tennessee
$32.8M -$4.27M -233,291 -14%
BFA
6
BlackRock Fund Advisors
California
$22M +$2.62M +142,884 +18%
BIT
7
BlackRock Institutional Trust
California
$19.2M +$759K +41,458 +5%
EAM
8
Eagle Asset Management
Florida
$16.9M +$1.07M +58,296 +9%
Victory Capital Management
9
Victory Capital Management
Texas
$15.4M +$11.9M +649,654 +4,694%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$14.9M +$5.01M +273,640 +74%
JP Morgan Chase
11
JP Morgan Chase
New York
$14.8M +$10.8M +589,078 +1,222%
O
12
OppenheimerFunds
New York
$14.6M +$11.5M +626,720 New
State Street
13
State Street
Massachusetts
$14.1M +$516K +28,152 +5%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$13.5M +$276K +15,080 +3%
GIP
15
Granite Investment Partners
California
$12.5M +$9.83M +536,560 New
CIP
16
Chartwell Investment Partners
Pennsylvania
$12.2M -$56.9M -3,106,859 -86%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11.6M +$871K +47,538 +10%
Northern Trust
18
Northern Trust
Illinois
$10.1M +$788K +43,016 +11%
BCMNY
19
Buckingham Capital Management (New York)
New York
$10.1M +$2.68M +146,214 +51%
TAM
20
THB Asset Management
Connecticut
$9.03M +$7.11M +388,370 New
Norges Bank
21
Norges Bank
Norway
$8.6M -$1.76M -96,028 -21%
WC
22
Weatherbie Capital
Massachusetts
$7.96M +$142K +7,763 +2%
PFMOSF
23
Philadelphia Financial Management of San Francisco
California
$7.92M +$6.24M +340,835 New
Deutsche Bank
24
Deutsche Bank
Germany
$7.88M +$1.3M +70,807 +26%
DCM
25
Driehaus Capital Management
Illinois
$7.57M +$5.96M +325,614 New