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HEES

H&E Equipment Services

Delisted

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

250 hedge funds and large institutions have $2.97B invested in H&E Equipment Services in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 49 increasing their positions, 67 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more funds holding in top 10

Funds holding in top 10: 19 (+8)

98% more capital invested

Capital invested by funds: $1.51B → $2.97B (+$1.47B)

90% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 59

26% more funds holding

Funds holding: 198250 (+52)

1.68% more ownership

Funds ownership: 84%85.67% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 67

91% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $109M

Holders
250
Holders Change
+52
Holders Change %
+26.26%
% of All Funds
3.35%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.12%
New
112
Increased
49
Reduced
67
Closed
59
Calls
$10.2M
Puts
$109M
Net Calls
-$98.9M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$307M -$38.7M -444,623 -12%
BlackRock
2
BlackRock
New York
$244M -$24M -276,364 -10%
PCM
3
Pentwater Capital Management
Florida
$156M +$144M +1,650,000 New
American Century Companies
4
American Century Companies
Missouri
$110M -$85.2M -978,797 -46%
Goldman Sachs
5
Goldman Sachs
New York
$107M +$55.6M +639,231 +130%
UOC
6
UBS O'Connor
Illinois
$103M +$94.4M +1,085,190 New
UBS Group
7
UBS Group
Switzerland
$90.8M +$48.6M +558,074 +139%
HI
8
HBK Investments
Texas
$89.5M +$82.2M +944,173 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$89.4M -$22.5M -258,195 -21%
Norges Bank
10
Norges Bank
Norway
$76.4M +$61M +701,402 +672%
State Street
11
State Street
Massachusetts
$72.6M -$2.77M -31,837 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$72.5M +$1.4M +16,076 +2%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$67.8M +$59.6M +685,193 +2,268%
Macquarie Group
14
Macquarie Group
Australia
$57.7M -$142M -1,634,309 -73%
MF
15
Magnetar Financial
Illinois
$48.6M +$44.6M +512,725 New
AAM
16
Alpine Associates Management
Florida
$47.8M +$43.9M +504,603 New
TAL
17
TIG Advisors LLC
New York
$46.4M +$42.6M +489,586 New
Charles Schwab
18
Charles Schwab
California
$44.9M -$5.34M -61,422 -11%
AllianceBernstein
19
AllianceBernstein
Tennessee
$44.5M +$37.7M +433,282 +1,197%
Man Group
20
Man Group
United Kingdom
$43M +$39.5M +453,920 New
WIC
21
Water Island Capital
New York
$40.9M +$37.6M +431,648 New
GCL
22
Glazer Capital LLC
New York
$40.8M +$37.4M +430,177 New
Millennium Management
23
Millennium Management
New York
$38.2M +$35.1M +402,976 New
Morgan Stanley
24
Morgan Stanley
New York
$37.5M +$1.72M +19,796 +5%
WCMNY
25
Westchester Capital Management (New York)
New York
$34.9M +$32M +368,279 New