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HEES

H&E Equipment Services

Delisted

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

186 hedge funds and large institutions have $1.19B invested in H&E Equipment Services in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,624% more call options, than puts

Call options by funds: $8.93M | Put options by funds: $518K

12% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 69

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.61% less ownership

Funds ownership: 77.02%75.42% (-1.6%)

5% less funds holding

Funds holding: 195186 (-9)

8% less capital invested

Capital invested by funds: $1.28B → $1.19B (-$96.6M)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
186
Holders Change
-9
Holders Change %
-4.62%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
77
Reduced
69
Closed
30
Calls
$8.93M
Puts
$518K
Net Calls
+$8.41M
Net Calls Change
+$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$162M -$667K -14,629 -0.4%
BlackRock
2
BlackRock
New York
$125M +$3.79M +83,100 +3%
ClearBridge Investments
3
ClearBridge Investments
New York
$110M +$235K +5,156 +0.2%
Macquarie Group
4
Macquarie Group
Australia
$62.9M -$1.96M -43,070 -3%
Invesco
5
Invesco
Georgia
$58.6M +$3.4M +74,699 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$51.6M -$1.52M -33,285 -3%
Bank of America
7
Bank of America
North Carolina
$35.4M +$4.03M +88,511 +12%
State Street
8
State Street
Massachusetts
$30.7M -$297K -6,514 -0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$29.6M +$639K +14,014 +2%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$29.2M -$5.53M -121,434 -15%
American Century Companies
11
American Century Companies
Missouri
$27.6M -$38.1M -836,550 -57%
Morgan Stanley
12
Morgan Stanley
New York
$20.3M +$3.5M +76,886 +20%
Charles Schwab
13
Charles Schwab
California
$19M -$820K -18,000 -4%
PCM
14
Penn Capital Management
Pennsylvania
$17M -$596K -13,074 -3%
Goldman Sachs
15
Goldman Sachs
New York
$16.6M -$441K -9,687 -2%
IECM
16
Intrinsic Edge Capital Management
Illinois
$14.5M +$4.72M +103,666 +45%
Northern Trust
17
Northern Trust
Illinois
$14.2M -$34.5K -757 -0.2%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$13.4M +$1.17M +25,599 +9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$13.3M +$266K +5,840 +2%
RI
20
Redwood Investments
Massachusetts
$12.1M +$2.3M +50,410 +22%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$11.9M +$5.85M +128,450 +87%
Norges Bank
22
Norges Bank
Norway
$10.8M -$3.33M -72,971 -23%
Deutsche Bank
23
Deutsche Bank
Germany
$10.4M +$680K +14,921 +7%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$10.4M -$584K -12,810 -5%
N
25
Nuveen
North Carolina
$10.3M -$2.63M -57,804 -20%