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HEES

H&E Equipment Services

Delisted

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

133 hedge funds and large institutions have $549M invested in H&E Equipment Services in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $1.29M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.37% less ownership

Funds ownership: 75.96%75.59% (-0.37%)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

10% less funds holding

Funds holding: 148133 (-15)

17% less capital invested

Capital invested by funds: $662M → $549M (-$113M)

47% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 32

Holders
133
Holders Change
-15
Holders Change %
-10.14%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
47
Reduced
49
Closed
32
Calls
$2.14M
Puts
$1.29M
Net Calls
+$856K
Net Calls Change
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$56.3M +$2.1M +100,243 +4%
Macquarie Group
2
Macquarie Group
Australia
$48.8M +$5.52M +263,383 +12%
Victory Capital Management
3
Victory Capital Management
Texas
$46.7M +$15.9M +757,427 +50%
ClearBridge Investments
4
ClearBridge Investments
New York
$39.3M +$409K +19,481 +1%
BlackRock
5
BlackRock
New York
$39M -$526K -25,065 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$34M +$729K +34,766 +2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$31.4M +$6.46M +307,979 +25%
SCM
8
SG Capital Management
Illinois
$18.8M +$19.3M +919,216 New
JP Morgan Chase
9
JP Morgan Chase
New York
$13.6M -$2.28M -108,675 -14%
State Street
10
State Street
Massachusetts
$13.1M +$650K +31,018 +5%
EAM
11
Eagle Asset Management
Florida
$12.4M -$2.67M -127,207 -17%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$11.3M +$380K +18,143 +3%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$11.2M -$602K -28,700 -5%
GIP
14
Granite Investment Partners
California
$10.7M +$290K +13,840 +3%
BCMNY
15
Buckingham Capital Management (New York)
New York
$9.86M +$3.73M +177,788 +58%
Northern Trust
16
Northern Trust
Illinois
$8.88M +$26.5K +1,266 +0.3%
SFM
17
Systematic Financial Management
New Jersey
$8.66M -$1.04M -49,795 -11%
RA
18
Rovida Advisors
Florida
$8.13M +$8.36M +398,469 New
ACH
19
ArrowMark Colorado Holdings
Colorado
$5.99M +$1.05M +50,000 +21%
Charles Schwab
20
Charles Schwab
California
$5.83M +$331K +15,795 +6%
FAM
21
Fred Alger Management
New York
$5.71M -$6.41M -305,862 -52%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$5.55M +$277K +13,216 +5%
Bank of America
23
Bank of America
North Carolina
$5.37M +$790K +37,680 +17%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$4.33M -$132K -6,276 -3%
PI
25
Putnam Investments
Massachusetts
$4.32M +$4.44M +211,607 New