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HEES

H&E Equipment Services

Delisted

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

148 hedge funds and large institutions have $662M invested in H&E Equipment Services in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $2.25M

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

4% more capital invested

Capital invested by funds: $639M → $662M (+$23.1M)

1.39% less ownership

Funds ownership: 77.35%75.96% (-1.4%)

3% less funds holding

Funds holding: 152148 (-4)

34% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 62

Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
41
Reduced
62
Closed
23
Calls
$6.29M
Puts
$2.25M
Net Calls
+$4.04M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$65.2M +$2.9M +118,619 +5%
Macquarie Group
2
Macquarie Group
Australia
$52.2M +$672K +27,439 +1%
BlackRock
3
BlackRock
New York
$47.4M +$47.3M +1,931,181 +73,457%
ClearBridge Investments
4
ClearBridge Investments
New York
$46.7M +$20.9K +854 +0%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$40M +$1.57M +64,096 +4%
Victory Capital Management
6
Victory Capital Management
Texas
$37.5M +$21.2M +866,112 +131%
AllianceBernstein
7
AllianceBernstein
Tennessee
$30.2M -$4.35M -177,675 -13%
JP Morgan Chase
8
JP Morgan Chase
New York
$19M +$3.41M +139,219 +22%
EAM
9
Eagle Asset Management
Florida
$18M +$147K +6,008 +0.8%
O
10
OppenheimerFunds
New York
$17.6M +$2.18M +89,114 +14%
State Street
11
State Street
Massachusetts
$15M +$193K +7,882 +1%
FAM
12
Fred Alger Management
New York
$14.4M +$14.3M +585,687 New
Wellington Management Group
13
Wellington Management Group
Massachusetts
$14.1M -$89.4K -3,652 -0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$13.1M +$838K +34,220 +7%
GIP
15
Granite Investment Partners
California
$12.5M -$681K -27,812 -5%
SFM
16
Systematic Financial Management
New Jersey
$11.6M +$11.6M +474,095 New
Northern Trust
17
Northern Trust
Illinois
$10.6M -$32.9K -1,344 -0.3%
Principal Financial Group
18
Principal Financial Group
Iowa
$9.07M +$9.06M +370,000 New
Norges Bank
19
Norges Bank
Norway
$8.16M -$907K -37,038 -10%
DCM
20
Driehaus Capital Management
Illinois
$7.95M -$34.7K -1,415 -0.4%
BCMNY
21
Buckingham Capital Management (New York)
New York
$7.49M -$3.15M -128,790 -30%
CIP
22
Chartwell Investment Partners
Pennsylvania
$7.02M -$5.82M -237,511 -45%
Charles Schwab
23
Charles Schwab
California
$6.62M +$554K +22,611 +9%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$6.34M +$409K +16,708 +7%
ACH
25
ArrowMark Colorado Holdings
Colorado
$5.97M