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HEES

H&E Equipment Services

Delisted

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

161 hedge funds and large institutions have $813M invested in H&E Equipment Services in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $447K

2.39% more ownership

Funds ownership: 77.02%79.41% (+2.4%)

1% more capital invested

Capital invested by funds: $806M → $813M (+$6.94M)

1% less funds holding

Funds holding: 162161 (-1)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
161
Holders Change
-1
Holders Change %
-0.62%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
57
Reduced
59
Closed
16
Calls
$1.3M
Puts
$447K
Net Calls
+$856K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$94.1M +$2.2M +69,889 +2%
BlackRock
2
BlackRock
New York
$72.3M +$1.74M +55,281 +2%
ClearBridge Investments
3
ClearBridge Investments
New York
$72M +$312K +9,932 +0.4%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$64.7M +$35.5M +1,127,366 +98%
American Century Companies
5
American Century Companies
Missouri
$37.7M +$1.32M +42,076 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$35.6M -$160K -5,085 -0.4%
Macquarie Group
7
Macquarie Group
Australia
$34.8M -$166K -5,261 -0.4%
AllianceBernstein
8
AllianceBernstein
Tennessee
$25.7M -$2.37M -75,279 -8%
State Street
9
State Street
Massachusetts
$19.1M -$159K -5,062 -0.7%
Goldman Sachs
10
Goldman Sachs
New York
$18.4M +$5.18M +164,785 +34%
Victory Capital Management
11
Victory Capital Management
Texas
$17.2M +$5.15M +163,538 +37%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17M +$1M +31,857 +6%
Citadel Advisors
13
Citadel Advisors
Florida
$14.6M +$4.85M +154,028 +43%
PCM
14
Penn Capital Management
Pennsylvania
$14.4M -$308K -9,787 -2%
Ameriprise
15
Ameriprise
Minnesota
$13.7M -$1.22M -38,790 -7%
Charles Schwab
16
Charles Schwab
California
$13.1M +$485K +15,417 +3%
MVP
17
Medina Value Partners
California
$12.3M +$1.53M +48,527 +13%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$9.66M +$2.2K +70 +0%
Northern Trust
19
Northern Trust
Illinois
$8.76M -$2.74M -87,223 -22%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.75M +$392K +12,464 +4%
Morgan Stanley
21
Morgan Stanley
New York
$8.63M -$333K -10,570 -3%
Bank of America
22
Bank of America
North Carolina
$8.24M -$2.38M -75,583 -21%
Norges Bank
23
Norges Bank
Norway
$8.21M
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$7.98M -$1.14M -36,077 -11%
GC
25
Guggenheim Capital
Illinois
$7.02M