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HEICO
HEI

Overview Fund Activity

456 hedge funds and large institutions have $6.53B invested in HEICO in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 133 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
7.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
133
Reduced
165
Closed
41
Calls
$34.1M
Puts
$7.89M
Net Calls
+$26.2M
Net Calls Change
+$12.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$279M
2
Select Equity Group
Select Equity Group
New York
$85.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$59.6M
4
Lazard Asset Management
Lazard Asset Management
New York
$271M
5
Corient Private Wealth
Corient Private Wealth
Florida
$33.5M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$515M
2
Citadel Advisors
Citadel Advisors
Florida
$77.1M
3
American Century Companies
American Century Companies
Missouri
$294M
4
Renaissance Technologies
Renaissance Technologies
New York
$12.8M
5
Two Sigma Investments
Two Sigma Investments
New York
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
226
Cerity Partners
New York
$864K +$4.45K +26 +0.5%
AIMCA
227
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$855K +$855K +5,000 New
CFGS
228
Concourse Financial Group Securities
Alabama
$848K -$62.6K -366 -7%
Creative Planning
229
Creative Planning
Kansas
$842K +$2.91K +17 +0.3%
BS
230
Bessemer Securities
New York
$836K – – –
KAS
231
Kestra Advisory Services
Texas
$832K -$1.1M -6,442 -57%
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$829K – – –
Principal Financial Group
233
Principal Financial Group
Iowa
$814K -$144K -839 -15%
Mariner
234
Mariner
Kansas
$790K +$76.1K +445 +11%
VPIM
235
Vanguard Personalized Indexing Management
California
$776K -$12K -70 -2%
IMRF
236
Illinois Municipal Retirement Fund
Illinois
$774K – – –
WBC
237
Westpac Banking Corp
Australia
$761K – – –
Verition Fund Management
238
Verition Fund Management
Connecticut
$753K +$414K +2,420 +122%
CWM
239
Congress Wealth Management
Massachusetts
$736K -$64.8K -379 -8%
MWM
240
MorganRosel Wealth Management
Colorado
$726K -$221K -1,290 -23%
CT
241
Chicago Trust
Illinois
$711K -$17.1K -100 -2%
GAM
242
Gotham Asset Management
New York
$704K -$825K -4,826 -54%
NFC
243
Northeast Financial Consultants
Connecticut
$701K +$701K +4,100 New
QCM
244
Quantinno Capital Management
New York
$700K +$64.2K +375 +10%
CA
245
Cetera Advisors
Colorado
$693K -$18.8K -110 -3%
FFM
246
Forum Financial Management
Illinois
$690K +$171 +1 +0%
Acadian Asset Management
247
Acadian Asset Management
Massachusetts
$687K -$2.89M -16,936 -81%
LIM
248
Lagoda Investment Management
New York
$685K – – –
LPAM
249
Lodestar Private Asset Management
California
$681K – – –
QT
250
Quantbot Technologies
New York
$677K -$2.51M -14,678 -79%
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