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HEES

H&E Equipment Services

Delisted

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

135 hedge funds and large institutions have $529M invested in H&E Equipment Services in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

6.81% less ownership

Funds ownership: 79.34%72.53% (-6.8%)

12% less funds holding

Funds holding: 154135 (-19)

42% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 45

48% less call options, than puts

Call options by funds: $2.35M | Put options by funds: $4.5M

51% less capital invested

Capital invested by funds: $1.07B → $529M (-$541M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
135
Holders Change
-19
Holders Change %
-12.34%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
49
Reduced
43
Closed
45
Calls
$2.35M
Puts
$4.5M
Net Calls
-$2.15M
Net Calls Change
-$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$62.2M -$11M -449,254 -13%
BlackRock
2
BlackRock
New York
$52.7M -$515K -21,015 -0.8%
ClearBridge Investments
3
ClearBridge Investments
New York
$45.3M +$7.7M +314,127 +16%
Macquarie Group
4
Macquarie Group
Australia
$35.4M +$779K +31,800 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$34.5M +$5.59M +228,135 +16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$33.8M +$651K +26,558 +2%
Goldman Sachs
7
Goldman Sachs
New York
$26.1M -$3.02M -123,198 -9%
JP Morgan Chase
8
JP Morgan Chase
New York
$20.9M +$1.4M +57,303 +6%
Norges Bank
9
Norges Bank
Norway
$14.4M
State Street
10
State Street
Massachusetts
$13.6M -$320K -13,063 -2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$11.4M +$9.87M +402,881 +255%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$9.97M +$4.06M +165,520 +51%
EA
13
Emerald Advisers
Pennsylvania
$9.96M -$2.66M -108,375 -18%
Marshall Wace
14
Marshall Wace
United Kingdom
$9.69M +$11.6M +474,680 New
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.43M -$1.68M -68,560 -13%
Northern Trust
16
Northern Trust
Illinois
$8.46M +$23.5K +958 +0.2%
IECM
17
Intrinsic Edge Capital Management
Illinois
$7.58M +$9.1M +371,316 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.51M +$943K +38,469 +12%
BCMNY
19
Buckingham Capital Management (New York)
New York
$7.21M +$8.65M +353,000 New
Charles Schwab
20
Charles Schwab
California
$6.87M +$595K +24,290 +8%
GWM
21
Geneos Wealth Management
Colorado
$6.71M +$429K +17,500 +6%
Bank of America
22
Bank of America
North Carolina
$6.67M -$11.5M -468,806 -59%
Citadel Advisors
23
Citadel Advisors
Florida
$6.3M +$7.32M +298,949 +3,199%
SCM
24
SG Capital Management
Illinois
$5.33M +$1.65M +67,346 +35%
TCM
25
Tygh Capital Management
Oregon
$5.04M -$2.43M -99,260 -29%