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HEES

H&E Equipment Services

Delisted

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

198 hedge funds and large institutions have $1.51B invested in H&E Equipment Services in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $2.41M

16% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 64

7% more capital invested

Capital invested by funds: $1.41B → $1.51B (+$95.8M)

4.75% more ownership

Funds ownership: 79.24%84% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less funds holding

Funds holding: 225198 (-27)

46% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 50

Holders
198
Holders Change
-27
Holders Change %
-12%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
74
Reduced
64
Closed
50
Calls
$3.89M
Puts
$2.41M
Net Calls
+$1.48M
Net Calls Change
-$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$180M -$7.9M -145,008 -4%
BlackRock
2
BlackRock
New York
$139M -$4.77M -87,532 -3%
Macquarie Group
3
Macquarie Group
Australia
$110M +$5M +91,888 +4%
American Century Companies
4
American Century Companies
Missouri
$104M +$17.1M +313,880 +17%
ClearBridge Investments
5
ClearBridge Investments
New York
$104M -$8.53M -156,559 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$58.8M -$39.4K -724 -0.1%
PP
7
Pertento Partners
United Kingdom
$50.4M +$6.49M +119,151 +13%
WHG
8
Westwood Holdings Group
Texas
$41.9M +$44.8M +823,510 +2,576%
State Street
9
State Street
Massachusetts
$39.1M +$1.01M +18,621 +2%
Bank of America
10
Bank of America
North Carolina
$38.1M -$5.66M -103,951 -12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$36.7M -$338K -6,206 -0.8%
Victory Capital Management
12
Victory Capital Management
Texas
$33.8M +$34.8M +638,379 +1,239%
First Trust Advisors
13
First Trust Advisors
Illinois
$30.5M +$8.71M +159,976 +35%
VNIM
14
Vaughan Nelson Investment Management
Texas
$28.8M +$32M +587,817 New
Charles Schwab
15
Charles Schwab
California
$26.2M -$1.98M -36,358 -6%
Goldman Sachs
16
Goldman Sachs
New York
$24.1M +$11.9M +218,705 +80%
Mirae Asset Global ETFs Holdings
17
Mirae Asset Global ETFs Holdings
Hong Kong
$23M +$1.37M +25,178 +6%
CB
18
Cooke & Bieler
Pennsylvania
$22.6M -$1.34M -24,684 -5%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$20.8M +$22.6M +414,226 +3,914%
UBS Group
20
UBS Group
Switzerland
$19.6M +$17.1M +314,331 +366%
Morgan Stanley
21
Morgan Stanley
New York
$18.4M -$17.6M -323,513 -46%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$17.3M +$745K +13,677 +4%
Fisher Asset Management
23
Fisher Asset Management
Washington
$17.1M +$8.26M +151,761 +77%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$17M
Northern Trust
25
Northern Trust
Illinois
$16.2M +$1.51M +27,758 +9%