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HEES

H&E Equipment Services

Delisted

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

162 hedge funds and large institutions have $806M invested in H&E Equipment Services in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $663K

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

0.3% more ownership

Funds ownership: 76.73%77.02% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 165162 (-3)

30% less capital invested

Capital invested by funds: $1.15B → $806M (-$346M)

Holders
162
Holders Change
-3
Holders Change %
-1.82%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
57
Reduced
52
Closed
26
Calls
$2.84M
Puts
$663K
Net Calls
+$2.18M
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$94.2M +$3.76M +107,111 +3%
ClearBridge Investments
2
ClearBridge Investments
New York
$73.3M +$24.3K +691 +0%
BlackRock
3
BlackRock
New York
$72.3M +$7.57M +215,650 +9%
American Century Companies
4
American Century Companies
Missouri
$37.3M +$3.6M +102,458 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.5M -$615K -17,505 -1%
Macquarie Group
6
Macquarie Group
Australia
$35.7M +$254K +7,231 +0.6%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$33.5M +$13.6M +386,506 +50%
AllianceBernstein
8
AllianceBernstein
Tennessee
$28.5M -$17.9K -509 -0.1%
State Street
9
State Street
Massachusetts
$19.7M +$411K +11,697 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.4M -$354K -10,087 -2%
Ameriprise
11
Ameriprise
Minnesota
$15.2M +$1.29M +36,591 +8%
PCM
12
Penn Capital Management
Pennsylvania
$14.9M +$3.71M +105,488 +26%
Goldman Sachs
13
Goldman Sachs
New York
$14M +$1.81M +51,619 +12%
Charles Schwab
14
Charles Schwab
California
$13M +$685K +19,489 +5%
Victory Capital Management
15
Victory Capital Management
Texas
$12.8M +$1.62M +46,185 +12%
Northern Trust
16
Northern Trust
Illinois
$11.5M -$9.76M -277,830 -41%
MVP
17
Medina Value Partners
California
$11.1M +$3.49M +99,481 +35%
Bank of America
18
Bank of America
North Carolina
$10.6M +$1.08M +30,760 +9%
Citadel Advisors
19
Citadel Advisors
Florida
$10.4M +$6.25M +177,966 +98%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$10.3M +$230K +6,558 +2%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$9.88M -$1.51M -42,970 -11%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$9.2M -$1.25M -35,553 -10%
Morgan Stanley
23
Morgan Stanley
New York
$9.13M +$5.7M +162,426 +106%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$8.59M -$2.07M -59,020 -17%
Norges Bank
25
Norges Bank
Norway
$8.39M -$938K -26,707 -8%