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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 %
National Bank of Canada
251
National Bank of Canada
Quebec, Canada
$665K -$47.3K -275 -7%
GW
252
GW & Wade
Massachusetts
$658K -$11.8K -69 -2%
BCIM
253
British Columbia Investment Management
British Columbia, Canada
$657K – – –
BWM
254
Baron Wealth Management
Michigan
$639K – – –
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$610K – – –
BA
256
Bellwether Advisors
Nebraska
$610K +$610K +3,565 New
QT
257
Quantamental Technologies
New York
$602K +$210K +1,229 +54%
IIC
258
Ironwood Investment Counsel
Arizona
$598K – – –
SC
259
Sepio Capital
Utah
$592K -$9.24K -54 -2%
Robeco Institutional Asset Management
260
Robeco Institutional Asset Management
Netherlands
$583K +$56.4K +330 +11%
FA
261
FDx Advisors
Illinois
$577K – – –
EAM
262
Erste Asset Management
Austria
$577K – – –
M&T Bank
263
M&T Bank
New York
$557K -$2.91K -17 -0.5%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$554K +$451K +2,635 +436%
SMDAM
265
Sumitomo Mitsui DS Asset Management
Japan
$551K – – –
GC
266
Guggenheim Capital
Illinois
$551K -$1.71K -10 -0.3%
DAM
267
Diamant Asset Management
Connecticut
$548K – – –
BC
268
Barrett & Company
Rhode Island
$536K +$207K +1,211 +63%
AssetMark Inc
269
AssetMark Inc
California
$534K -$7.18K -42 -1%
TFS
270
Thoroughbred Financial Services
Tennessee
$531K – – –
BG
271
Bahl & Gaynor
Ohio
$526K -$31.1K -182 -6%
Assenagon Asset Management
272
Assenagon Asset Management
Luxembourg
$516K +$516K +3,018 New
QI
273
Qtron Investments
Massachusetts
$514K +$86K +503 +20%
CGA
274
Crescent Grove Advisors
Illinois
$513K – – –
TD Asset Management
275
TD Asset Management
Ontario, Canada
$513K +$16.4K +96 +3%
9 10
11
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