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HEES

H&E Equipment Services

Delisted

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

148 hedge funds and large institutions have $975M invested in H&E Equipment Services in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $9.02M | Put options by funds: $2.89M

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

29% more capital invested

Capital invested by funds: $755M → $975M (+$220M)

3% more funds holding

Funds holding: 144148 (+4)

1.19% more ownership

Funds ownership: 70.01%71.19% (+1.2%)

2% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 53

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
52
Reduced
53
Closed
15
Calls
$9.02M
Puts
$2.89M
Net Calls
+$6.13M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$115M +$2.96M +92,615 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$113M +$8.22K +257 +0%
ClearBridge Investments
3
ClearBridge Investments
New York
$93.4M -$355K -11,101 -0.4%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$60.4M +$135K +4,212 +0.3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$53.2M -$3.59M -112,106 -7%
Macquarie Group
6
Macquarie Group
Australia
$48.3M -$986K -30,812 -2%
GIP
7
Granite Investment Partners
California
$34.7M -$997K -31,142 -3%
Goldman Sachs
8
Goldman Sachs
New York
$27.7M -$4.61M -144,100 -16%
Northern Trust
9
Northern Trust
Illinois
$23.6M +$163K +5,087 +0.8%
State Street
10
State Street
Massachusetts
$23.4M -$973K -30,413 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.3M +$1.27M +39,567 +8%
Charles Schwab
12
Charles Schwab
California
$17.3M +$824K +25,737 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$16.4M +$407K +12,703 +3%
DCM
14
Driehaus Capital Management
Illinois
$14.7M +$7.33M +229,009 +145%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$14.3M -$784K -24,500 -6%
Ameriprise
16
Ameriprise
Minnesota
$14.1M +$9.12M +284,826 +326%
Norges Bank
17
Norges Bank
Norway
$13.7M -$5.65M -176,497 -33%
Deutsche Bank
18
Deutsche Bank
Germany
$13.3M +$2.33M +72,944 +26%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$12.6M -$326K -10,194 -3%
Millennium Management
20
Millennium Management
New York
$12.4M +$5.79M +180,974 +124%
Morgan Stanley
21
Morgan Stanley
New York
$11.2M -$7.64M -238,650 -45%
Bank of America
22
Bank of America
North Carolina
$9.83M +$3.28M +102,633 +66%
KCM
23
Kennedy Capital Management
Missouri
$9.28M +$6.55M +204,773 +519%
Teacher Retirement System of Texas
24
Teacher Retirement System of Texas
Texas
$8.95M +$989K +30,890 +15%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$8.46M -$1.03M -32,300 -13%