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HEES

H&E Equipment Services

Delisted

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

172 hedge funds and large institutions have $1.07B invested in H&E Equipment Services in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $7.36M | Put options by funds: $4.54M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

4% more funds holding

Funds holding: 165172 (+7)

2.06% more ownership

Funds ownership: 75.98%78.04% (+2.1%)

3% less capital invested

Capital invested by funds: $1.1B → $1.07B (-$29.4M)

13% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 64

Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
33
Increased
56
Reduced
64
Closed
23
Calls
$7.36M
Puts
$4.54M
Net Calls
+$2.82M
Net Calls Change
-$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$119M +$8.86M +225,389 +8%
BlackRock
2
BlackRock
New York
$79.7M -$1.85M -47,021 -2%
Macquarie Group
3
Macquarie Group
Australia
$71.5M -$4.74M -120,647 -6%
ClearBridge Investments
4
ClearBridge Investments
New York
$69.8M -$31.5K -801 -0%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$63M -$114K -2,897 -0.2%
Victory Capital Management
6
Victory Capital Management
Texas
$58.8M -$17.8M -451,785 -23%
Goldman Sachs
7
Goldman Sachs
New York
$51.6M +$15M +382,316 +40%
AllianceBernstein
8
AllianceBernstein
Tennessee
$37.4M -$2.27M -57,808 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$33.9M +$1.53M +39,010 +5%
Bank of America
10
Bank of America
North Carolina
$30.4M +$27.5M +699,622 +769%
Norges Bank
11
Norges Bank
Norway
$28M
State Street
12
State Street
Massachusetts
$26.1M +$433K +11,009 +2%
EA
13
Emerald Advisers
Pennsylvania
$23.5M +$2.46M +62,701 +11%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.2M +$3.78M +96,051 +21%
Northern Trust
15
Northern Trust
Illinois
$14.9M -$220K -5,600 -1%
TCM
16
Tygh Capital Management
Oregon
$14.6M -$111K -2,821 -0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.9M -$362K -9,205 -3%
GWM
18
Geneos Wealth Management
Colorado
$12M +$12.1M +307,981 +11,552%
Charles Schwab
19
Charles Schwab
California
$11.5M +$122K +3,112 +1%
ACH
20
ArrowMark Colorado Holdings
Colorado
$11.4M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$11.1M +$542K +13,778 +5%
FAM
22
Fred Alger Management
New York
$10.3M -$2.3M -58,393 -18%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$10.2M +$317K +8,075 +3%
HRCM
24
Hood River Capital Management
Florida
$9.49M -$3.51M -89,387 -27%
JIR
25
James Investment Research
Ohio
$9.27M +$5.8M +147,439 +158%