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HEES

H&E Equipment Services

Delisted

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

216 hedge funds and large institutions have $1.8B invested in H&E Equipment Services in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $9.17M | Put options by funds: $2.86M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

20% more capital invested

Capital invested by funds: $1.5B → $1.8B (+$301M)

7% more funds holding

Funds holding: 201216 (+15)

1.43% less ownership

Funds ownership: 78.56%77.13% (-1.4%)

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
37
Increased
63
Reduced
83
Closed
21
Calls
$9.17M
Puts
$2.86M
Net Calls
+$6.32M
Net Calls Change
-$6.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$243M -$966K -17,617 -0.5%
BlackRock
2
BlackRock
New York
$178M -$13.7M -249,960 -8%
ClearBridge Investments
3
ClearBridge Investments
New York
$157M -$4.38M -79,896 -3%
Macquarie Group
4
Macquarie Group
Australia
$144M -$3.66M -66,650 -3%
Invesco
5
Invesco
Georgia
$84.7M +$3.52M +64,187 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$75.8M +$32.4K +590 +0%
Bank of America
7
Bank of America
North Carolina
$56.2M -$557K -10,158 -1%
State Street
8
State Street
Massachusetts
$47.7M +$152K +2,775 +0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$46.9M +$994K +18,128 +3%
American Century Companies
10
American Century Companies
Missouri
$44.2M +$6.14M +111,955 +19%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$35.3M -$1.55M -28,351 -5%
Charles Schwab
12
Charles Schwab
California
$29.9M +$1.11M +20,205 +5%
PP
13
Pertento Partners
United Kingdom
$23.4M +$20M +364,530 New
Goldman Sachs
14
Goldman Sachs
New York
$22.2M -$475K -8,665 -2%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$21.5M +$18.4M +335,275 New
Wells Fargo
16
Wells Fargo
California
$20.8M +$9.47M +172,719 +114%
Morgan Stanley
17
Morgan Stanley
New York
$20.7M -$31.4M -572,592 -64%
Northern Trust
18
Northern Trust
Illinois
$20.1M -$604K -11,014 -3%
Deutsche Bank
19
Deutsche Bank
Germany
$20M +$3.89M +70,854 +29%
PCM
20
Penn Capital Management
Pennsylvania
$19.7M -$1.77M -32,315 -10%
DCM
21
Driehaus Capital Management
Illinois
$19.1M +$1.93M +35,157 +13%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$18.3M -$214K -3,897 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$17.6M -$185K -3,377 -1%
N
24
Nuveen
North Carolina
$15.6M +$163K +2,968 +1%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$13.8M -$614K -11,200 -5%