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HEES

H&E Equipment Services

Delisted

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

151 hedge funds and large institutions have $851M invested in H&E Equipment Services in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.26M

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

2% more funds holding

Funds holding: 148151 (+3)

0.34% less ownership

Funds ownership: 71.19%70.85% (-0.34%)

13% less capital invested

Capital invested by funds: $975M → $851M (-$125M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
58
Reduced
47
Closed
13
Calls
$2.57M
Puts
$1.26M
Net Calls
+$1.31M
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$102M +$3.42M +93,204 +3%
ClearBridge Investments
2
ClearBridge Investments
New York
$82M +$175K +4,779 +0.2%
BlackRock
3
BlackRock
New York
$81.9M -$20.4M -557,827 -18%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$54.3M +$1.56M +42,481 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$43.2M -$3.73M -101,848 -7%
Macquarie Group
6
Macquarie Group
Australia
$41.8M -$585K -15,979 -1%
GIP
7
Granite Investment Partners
California
$30.5M +$89K +2,430 +0.3%
Goldman Sachs
8
Goldman Sachs
New York
$26.4M +$2.34M +63,793 +9%
Northern Trust
9
Northern Trust
Illinois
$21.9M +$1.4M +38,135 +6%
State Street
10
State Street
Massachusetts
$21.6M +$1.25M +33,980 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$18M +$239K +6,532 +1%
Millennium Management
12
Millennium Management
New York
$17M +$6.76M +184,586 +56%
Norges Bank
13
Norges Bank
Norway
$16.3M +$4.73M +129,113 +36%
Morgan Stanley
14
Morgan Stanley
New York
$15M +$5.69M +155,259 +52%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$14.7M +$3.69M +100,687 +29%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$14.4M +$84.8K +2,313 +0.5%
Charles Schwab
17
Charles Schwab
California
$13.7M -$1.64M -44,727 -10%
Ameriprise
18
Ameriprise
Minnesota
$12.3M -$44.4K -1,211 -0.3%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$11.1M -$1.59M -43,383 -11%
DCM
20
Driehaus Capital Management
Illinois
$10.8M -$2.25M -61,282 -16%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$10.1M +$3.87M +105,688 +54%
AAM
22
Advisors Asset Management
Colorado
$9.85M +$3.58M +97,800 +49%
Deutsche Bank
23
Deutsche Bank
Germany
$9.41M -$2.49M -68,085 -19%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.74M +$4.62M +126,197 +92%
EA
25
Emerald Advisers
Pennsylvania
$8.41M +$3.69M +100,808 +66%