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HEES

H&E Equipment Services

Delisted

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

201 hedge funds and large institutions have $1.5B invested in H&E Equipment Services in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,205% more call options, than puts

Call options by funds: $13M | Put options by funds: $565K

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

26% more capital invested

Capital invested by funds: $1.19B → $1.5B (+$313M)

8% more funds holding

Funds holding: 186201 (+15)

3.14% more ownership

Funds ownership: 75.42%78.56% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 82

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
62
Reduced
82
Closed
21
Calls
$13M
Puts
$565K
Net Calls
+$12.5M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$199M +$2.33M +51,626 +1%
BlackRock
2
BlackRock
New York
$159M +$6.13M +135,765 +5%
ClearBridge Investments
3
ClearBridge Investments
New York
$132M -$1.59M -35,186 -1%
Macquarie Group
4
Macquarie Group
Australia
$121M +$38.8M +858,516 +59%
Invesco
5
Invesco
Georgia
$65.7M -$4.53M -100,226 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$61.8M -$645K -14,286 -1%
Morgan Stanley
7
Morgan Stanley
New York
$46.8M +$19.3M +426,206 +91%
Bank of America
8
Bank of America
North Carolina
$46.3M +$2.98M +66,004 +8%
State Street
9
State Street
Massachusetts
$38.8M +$1.32M +29,241 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$37.3M +$1.28M +28,232 +4%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$30.2M -$4.48M -99,102 -15%
American Century Companies
12
American Century Companies
Missouri
$30.2M -$2.78M -61,528 -10%
Charles Schwab
13
Charles Schwab
California
$23.3M +$225K +4,978 +1%
Goldman Sachs
14
Goldman Sachs
New York
$18.5M -$1.41M -31,220 -8%
Assenagon Asset Management
15
Assenagon Asset Management
Luxembourg
$18.5M +$6.17M +136,504 +63%
PCM
16
Penn Capital Management
Pennsylvania
$17.8M -$2.49M -55,151 -14%
Northern Trust
17
Northern Trust
Illinois
$17M -$152K -3,362 -1%
IECM
18
Intrinsic Edge Capital Management
Illinois
$16.2M -$1.15M -25,529 -8%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$16.1M -$120K -2,666 -0.9%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$15.2M +$614K +13,597 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.5M -$1.35M -29,921 -10%
DCM
22
Driehaus Capital Management
Illinois
$13.7M +$11.9M +262,568 New
Deutsche Bank
23
Deutsche Bank
Germany
$12.6M -$15.1K -334 -0.1%
N
24
Nuveen
North Carolina
$12.5M +$81K +1,794 +0.8%
Norges Bank
25
Norges Bank
Norway
$11.8M -$1.11M -24,534 -10%