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HEES

H&E Equipment Services

Delisted

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

195 hedge funds and large institutions have $1.28B invested in H&E Equipment Services in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.32M

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

3% more funds holding

Funds holding: 189195 (+6)

7% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 67

3% more capital invested

Capital invested by funds: $1.25B → $1.28B (+$33M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.74% less ownership

Funds ownership: 77.76%77.02% (-0.74%)

Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
72
Reduced
67
Closed
21
Calls
$3.54M
Puts
$1.32M
Net Calls
+$2.22M
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$172M +$1.55M +38,900 +1%
BlackRock
2
BlackRock
New York
$129M +$11.5M +287,077 +11%
ClearBridge Investments
3
ClearBridge Investments
New York
$117M +$2.04M +51,147 +2%
Macquarie Group
4
Macquarie Group
Australia
$68.6M -$1.59M -39,709 -3%
American Century Companies
5
American Century Companies
Missouri
$67.5M +$2.42M +60,632 +4%
Invesco
6
Invesco
Georgia
$58.6M +$2.02M +50,627 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$56.2M -$1.22M -30,440 -2%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$36.5M +$6.29M +157,401 +25%
Bank of America
9
Bank of America
North Carolina
$33.5M -$6.87M -171,979 -19%
State Street
10
State Street
Massachusetts
$32.8M +$502K +12,558 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.7M +$1.19M +29,902 +5%
Charles Schwab
12
Charles Schwab
California
$21M -$288K -7,202 -2%
Citadel Advisors
13
Citadel Advisors
Florida
$18.8M +$1.1M +27,489 +7%
PCM
14
Penn Capital Management
Pennsylvania
$18.6M +$1.04M +25,977 +7%
Goldman Sachs
15
Goldman Sachs
New York
$18.1M +$4.13M +103,430 +35%
Morgan Stanley
16
Morgan Stanley
New York
$17.9M -$974K -24,373 -6%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$15.9M +$9.51M +238,105 +219%
Northern Trust
18
Northern Trust
Illinois
$15M +$326K +8,169 +3%
Norges Bank
19
Norges Bank
Norway
$14.8M -$5.23M -131,000 -29%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$13.8M -$135K -3,370 -1%
N
21
Nuveen
North Carolina
$13.5M +$4.23M +105,933 +56%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$13M +$911K +22,799 +9%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$11.6M +$321K +8,028 +3%
Ameriprise
24
Ameriprise
Minnesota
$11.3M -$230K -5,745 -2%
GC
25
Guggenheim Capital
Illinois
$11.2M -$115K -2,873 -1%