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HEES

H&E Equipment Services

Delisted

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

163 hedge funds and large institutions have $1.05B invested in H&E Equipment Services in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 60 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $4.39M | Put options by funds: $3.75M

0.54% more ownership

Funds ownership: 78.04%78.58% (+0.54%)

2% less capital invested

Capital invested by funds: $1.07B → $1.05B (-$16.4M)

5% less funds holding

Funds holding: 172163 (-9)

17% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 60

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
163
Holders Change
-9
Holders Change %
-5.23%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
50
Reduced
60
Closed
33
Calls
$4.39M
Puts
$3.75M
Net Calls
+$644K
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$129M +$12.2M +326,144 +11%
BlackRock
2
BlackRock
New York
$85.6M +$7.7M +206,553 +10%
ClearBridge Investments
3
ClearBridge Investments
New York
$70.1M +$1.82M +48,673 +3%
Macquarie Group
4
Macquarie Group
Australia
$63M -$6.78M -181,761 -10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$61.2M -$348K -9,332 -0.6%
Victory Capital Management
6
Victory Capital Management
Texas
$51.1M -$6.26M -167,887 -11%
Goldman Sachs
7
Goldman Sachs
New York
$50.7M +$259K +6,954 +0.5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$43.4M +$6.85M +183,597 +19%
Bank of America
9
Bank of America
North Carolina
$37M +$7.23M +193,766 +25%
JP Morgan Chase
10
JP Morgan Chase
New York
$31M -$2.04M -54,663 -6%
Norges Bank
11
Norges Bank
Norway
$27.4M
State Street
12
State Street
Massachusetts
$25M -$493K -13,221 -2%
EA
13
Emerald Advisers
Pennsylvania
$22.5M -$390K -10,469 -2%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.7M
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$19M +$18.9M +505,919 New
Deutsche Bank
16
Deutsche Bank
Germany
$16.8M +$11.2M +299,217 +204%
Northern Trust
17
Northern Trust
Illinois
$14.9M +$334K +8,954 +2%
TCM
18
Tygh Capital Management
Oregon
$12.3M -$1.98M -52,996 -14%
Charles Schwab
19
Charles Schwab
California
$12M +$737K +19,757 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$12M -$658K -17,637 -5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$11.8M +$918K +24,612 +8%
GWM
22
Geneos Wealth Management
Colorado
$11.7M
ACH
23
ArrowMark Colorado Holdings
Colorado
$11.1M
SCM
24
SG Capital Management
Illinois
$11.1M +$3.42M +91,684 +45%
JIR
25
James Investment Research
Ohio
$10.7M +$1.66M +44,469 +18%