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HEES

H&E Equipment Services

Delisted

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

165 hedge funds and large institutions have $1.1B invested in H&E Equipment Services in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $5.49M | Put options by funds: $2.47M

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

39% more capital invested

Capital invested by funds: $792M → $1.1B (+$308M)

11% more funds holding

Funds holding: 149165 (+16)

0.27% less ownership

Funds ownership: 76.24%75.98% (-0.27%)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
165
Holders Change
+16
Holders Change %
+10.74%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
33
Increased
55
Reduced
64
Closed
16
Calls
$5.49M
Puts
$2.47M
Net Calls
+$3.02M
Net Calls Change
-$8.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$117M +$3.07M +89,802 +3%
BlackRock
2
BlackRock
New York
$86.1M +$4.08M +119,301 +6%
Victory Capital Management
3
Victory Capital Management
Texas
$80.5M +$3.92M +114,533 +6%
Macquarie Group
4
Macquarie Group
Australia
$80.4M -$20.8M -607,411 -24%
ClearBridge Investments
5
ClearBridge Investments
New York
$73.8M +$135K +3,954 +0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$66.7M -$495K -14,469 -0.9%
AllianceBernstein
7
AllianceBernstein
Tennessee
$41.8M -$14.6M -427,648 -29%
Goldman Sachs
8
Goldman Sachs
New York
$38.9M +$25.4M +741,588 +343%
JP Morgan Chase
9
JP Morgan Chase
New York
$34.2M +$4.79M +139,927 +20%
Norges Bank
10
Norges Bank
Norway
$29.6M +$17.1M +500,968 +220%
State Street
11
State Street
Massachusetts
$27.1M +$1.08M +31,521 +5%
EA
12
Emerald Advisers
Pennsylvania
$22.2M +$3.89M +113,621 +26%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.5M +$2.17M +63,480 +16%
Northern Trust
14
Northern Trust
Illinois
$16M -$162K -4,723 -1%
TCM
15
Tygh Capital Management
Oregon
$15.5M +$2.44M +71,210 +23%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$14M -$4.63M -135,429 -28%
HRCM
17
Hood River Capital Management
Florida
$13.7M +$11.5M +335,887 New
FAM
18
Fred Alger Management
New York
$13.2M +$1.65M +48,173 +17%
SFM
19
Systematic Financial Management
New Jersey
$12.6M -$12.6M -369,377 -54%
Charles Schwab
20
Charles Schwab
California
$12.1M +$366K +10,683 +4%
ACH
21
ArrowMark Colorado Holdings
Colorado
$12M -$3.29M -96,000 -25%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$11.2M -$12.6K -368 -0.1%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$10.4M -$492K -14,375 -5%
BIM
24
Bogle Investment Management
Massachusetts
$8.79M +$2.25M +65,894 +44%
Morgan Stanley
25
Morgan Stanley
New York
$8.17M +$1.84M +53,759 +37%