We are live on ! Find out more
HEES

H&E Equipment Services

Delisted

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

154 hedge funds and large institutions have $1.07B invested in H&E Equipment Services in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $3.97M | Put options by funds: $1.95M

1% more capital invested

Capital invested by funds: $1.05B → $1.07B (+$15M)

0.76% more ownership

Funds ownership: 78.58%79.34% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 163154 (-9)

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

Holders
154
Holders Change
-9
Holders Change %
-5.52%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
49
Reduced
55
Closed
33
Calls
$3.97M
Puts
$1.95M
Net Calls
+$2.02M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$132M +$2.76M +76,348 +2%
BlackRock
2
BlackRock
New York
$98.3M +$11.8M +326,683 +14%
ClearBridge Investments
3
ClearBridge Investments
New York
$72M +$1.56M +42,974 +2%
Macquarie Group
4
Macquarie Group
Australia
$64.3M +$1.03M +28,462 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$61.6M +$47.8K +1,321 +0.1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$55.2M +$11.1M +306,269 +27%
Goldman Sachs
7
Goldman Sachs
New York
$53M +$1.99M +54,851 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$51.8M +$392K +10,837 +0.8%
JP Morgan Chase
9
JP Morgan Chase
New York
$36.4M +$5.02M +138,743 +17%
Bank of America
10
Bank of America
North Carolina
$30.1M -$6.84M -188,852 -19%
Norges Bank
11
Norges Bank
Norway
$26.6M -$923K -25,484 -3%
State Street
12
State Street
Massachusetts
$25.7M +$588K +16,246 +2%
EA
13
Emerald Advisers
Pennsylvania
$22.5M -$111K -3,057 -0.5%
CRCP
14
Copper Rock Capital Partners
Massachusetts
$20.3M +$19.5M +537,871 New
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20M -$738K -20,385 -4%
Deutsche Bank
16
Deutsche Bank
Germany
$16.8M -$11.5K -318 -0.1%
Northern Trust
17
Northern Trust
Illinois
$15.6M +$590K +16,306 +4%
TCM
18
Tygh Capital Management
Oregon
$13.1M +$710K +19,605 +6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12.4M +$541K +14,934 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$12.2M +$152K +4,192 +1%
Charles Schwab
21
Charles Schwab
California
$11.8M -$267K -7,378 -2%
GWM
22
Geneos Wealth Management
Colorado
$11.7M
HRCM
23
Hood River Capital Management
Florida
$11.7M +$1.95M +53,717 +21%
ACH
24
ArrowMark Colorado Holdings
Colorado
$11.1M
JIR
25
James Investment Research
Ohio
$9.22M -$1.5M -41,306 -14%