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HEICO
HEI

Overview Fund Activity

517 hedge funds and large institutions have $7.3B invested in HEICO in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 174 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+21
Holders Change %
+4.23%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
62
Increased
174
Reduced
174
Closed
34
Calls
$49.5M
Puts
$12.1M
Net Calls
+$37.4M
Net Calls Change
+$14.3M

Top Buyers

1
AM
AGF Management
Ontario, Canada
$112M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36M
3
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$29.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$63M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$59.9M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$65.9M
2
Morgan Stanley
Morgan Stanley
New York
$165M
3
Citadel Advisors
Citadel Advisors
Florida
$6.2M
4
PCM
Peregrine Capital Management
Minnesota
$1.33M
5
Franklin Resources
Franklin Resources
California
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
226
Toronto Dominion Bank
Ontario, Canada
$1.18M -$289K -1,514 -20%
TFS
227
Thoroughbred Financial Services
Tennessee
$1.17M -$430K -2,253 -27%
MAM
228
Morse Asset Management
Connecticut
$1.14M +$1.14M +5,948 New
II
229
Inspire Investing
Idaho
$1.13M -$9.17K -48 -0.8%
CA
230
Cetera Advisors
Colorado
$1.12M +$284K +1,489 +34%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$1.11M +$51.2K +268 +5%
I
232
InceptionR
California
$1.1M +$512K +2,681 +87%
II
233
IFM Investors
Australia
$1.1M – – –
MHC
234
Meyer Handelman Company
New York
$1.07M +$1.07M +5,613 New
CGIM
235
Capital Group Investment Management
Singapore
$1.06M – – –
FC
236
FORA Capital
Florida
$1.05M -$160K -838 -13%
PAS
237
Park Avenue Securities
New York
$1.05M -$354K -1,855 -25%
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$1.05M +$568K +2,971 +118%
Calamos Advisors
239
Calamos Advisors
Illinois
$1.04M +$1.04M +5,459 New
VF
240
Virtu Financial
New York
$1.04M +$623K +3,259 +149%
IWM
241
IHT Wealth Management
Illinois
$1.04M -$86.5K -453 -8%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$1.04M -$20.4K -107 -2%
ET
243
Equitable Trust
Tennessee
$1.03M -$86.3K -452 -8%
CPBTD
244
Central Pacific Bank - Trust Division
Hawaii
$1.03M +$1.03M +5,458 New
CC
245
Centiva Capital
New York
$1.02M +$1.02M +5,317 New
ECM
246
Element Capital Management
New York
$1.01M +$1.01M +5,293 New
Franklin Resources
247
Franklin Resources
California
$1M -$20.5M -107,378 -95%
PAM
248
Panagora Asset Management
Massachusetts
$996K – – –
BCIM
249
British Columbia Investment Management
British Columbia, Canada
$991K +$29K +152 +3%
RJFSA
250
Raymond James Financial Services Advisors
Florida
$989K +$91.1K +477 +10%
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