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HEES

H&E Equipment Services

Delisted

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

177 hedge funds and large institutions have $1.21B invested in H&E Equipment Services in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,643% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $867K

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

49% more capital invested

Capital invested by funds: $813M → $1.21B (+$399M)

10% more funds holding

Funds holding: 161177 (+16)

2.43% less ownership

Funds ownership: 79.41%76.98% (-2.4%)

19% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 69

Holders
177
Holders Change
+16
Holders Change %
+9.94%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
31
Increased
56
Reduced
69
Closed
13
Calls
$15.1M
Puts
$867K
Net Calls
+$14.2M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$159M +$7.09M +183,114 +6%
BlackRock
2
BlackRock
New York
$118M +$1.76M +45,371 +2%
ClearBridge Investments
3
ClearBridge Investments
New York
$116M +$849K +21,909 +0.9%
Macquarie Group
4
Macquarie Group
Australia
$69.7M +$12M +309,211 +25%
American Century Companies
5
American Century Companies
Missouri
$64.5M +$3.51M +90,626 +7%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$39.7M -$54.6M -1,408,320 -62%
AllianceBernstein
7
AllianceBernstein
Tennessee
$34.2M -$5.98M -154,289 -17%
State Street
8
State Street
Massachusetts
$31.1M +$390K +10,059 +1%
Invesco
9
Invesco
Georgia
$28.6M +$20.8M +537,386 +584%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$27.9M +$610K +15,741 +3%
Goldman Sachs
11
Goldman Sachs
New York
$25.7M -$3.2M -82,597 -13%
Victory Capital Management
12
Victory Capital Management
Texas
$23.2M -$3.65M -94,101 -16%
Charles Schwab
13
Charles Schwab
California
$21.5M +$389K +10,044 +2%
MVP
14
Medina Value Partners
California
$20M +$301K +7,766 +2%
PCM
15
Penn Capital Management
Pennsylvania
$19.4M -$3.08M -79,521 -16%
Ameriprise
16
Ameriprise
Minnesota
$19M -$2.54M -65,591 -14%
Norges Bank
17
Norges Bank
Norway
$17M +$3.3M +85,200 +29%
Citadel Advisors
18
Citadel Advisors
Florida
$16.8M -$5.54M -142,897 -28%
Bank of America
19
Bank of America
North Carolina
$15.2M +$1.71M +44,174 +15%
DCM
20
Driehaus Capital Management
Illinois
$14.9M +$12.7M +328,198 New
Northern Trust
21
Northern Trust
Illinois
$14.4M +$342K +8,830 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$14M -$34.6K -894 -0.3%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$13M -$2.11M -54,493 -16%
Morgan Stanley
24
Morgan Stanley
New York
$12.5M -$1.1M -28,341 -9%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$12.4M -$321K -8,290 -3%