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HEES

H&E Equipment Services

Delisted

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

157 hedge funds and large institutions have $1.23B invested in H&E Equipment Services in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $2.11M

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

35% more capital invested

Capital invested by funds: $912M → $1.23B (+$317M)

5% more funds holding

Funds holding: 150157 (+7)

4.29% more ownership

Funds ownership: 72.77%77.07% (+4.3%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
49
Reduced
57
Closed
21
Calls
$3.02M
Puts
$2.11M
Net Calls
+$904K
Net Calls Change
-$730K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$135M -$484K -11,092 -0.4%
ClearBridge Investments
2
ClearBridge Investments
New York
$112M +$2.34M +53,648 +2%
BlackRock
3
BlackRock
New York
$102M -$2.92M -66,874 -3%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$67.5M -$5.7M -130,631 -8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$56.7M -$352K -8,057 -0.6%
Macquarie Group
6
Macquarie Group
Australia
$54.3M -$1.13M -25,789 -2%
American Century Companies
7
American Century Companies
Missouri
$43M +$37.6M +861,526 +784%
GIP
8
Granite Investment Partners
California
$41.1M +$1.63M +37,290 +4%
AllianceBernstein
9
AllianceBernstein
Tennessee
$36.7M +$34.5M +789,950 +2,072%
Northern Trust
10
Northern Trust
Illinois
$30M +$529K +12,128 +2%
State Street
11
State Street
Massachusetts
$28.9M +$217K +4,984 +0.8%
Goldman Sachs
12
Goldman Sachs
New York
$26.5M -$8.25M -189,054 -24%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$24.8M +$673K +15,418 +3%
Ameriprise
14
Ameriprise
Minnesota
$22.9M +$6.74M +154,584 +43%
Citadel Advisors
15
Citadel Advisors
Florida
$19.4M +$3.04M +69,707 +19%
Charles Schwab
16
Charles Schwab
California
$18.6M +$282K +6,459 +2%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$18.4M +$2.44M +56,012 +16%
AAM
18
Advisors Asset Management
Colorado
$17.6M +$882K +20,219 +5%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$16.3M +$2.66K +61 +0%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$16M -$3.63M -83,292 -19%
PCM
21
Penn Capital Management
Pennsylvania
$15.2M -$463K -10,614 -2%
SCM
22
SG Capital Management
Illinois
$14.7M +$1.75M +40,067 +14%
DCM
23
Driehaus Capital Management
Illinois
$14.3M +$14.1M +322,842 New
Norges Bank
24
Norges Bank
Norway
$14.1M -$78.5K -1,800 -0.6%
KCM
25
Kennedy Capital Management
Missouri
$13.9M -$1.26M -28,883 -8%