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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 %
SA
251
SpiderRock Advisors
Delaware
$988K +$988K +5,257 New
MA
252
Mezzasalma Advisors
New Jersey
$987K -$336K -1,759 -25%
HHGC
253
Hunting Hill Global Capital
New York
$974K +$974K +5,102 New
Kovitz Investment Group Partners
254
Kovitz Investment Group Partners
Illinois
$971K +$971K +5,084 New
GAM
255
Gotham Asset Management
New York
$970K +$386K +2,023 +66%
QCM
256
Quantinno Capital Management
New York
$912K +$35.9K +188 +4%
Squarepoint
257
Squarepoint
New York
$905K -$2.19M -11,452 -71%
KAS
258
Kestra Advisory Services
Texas
$903K -$171K -893 -16%
IWA
259
Icon Wealth Advisors
Texas
$898K -$109K -571 -11%
BFEC
260
Benjamin F. Edwards & Company
Missouri
$880K +$10.5K +55 +1%
Mariner
261
Mariner
Kansas
$874K -$11.3K -59 -1%
TWC
262
TD Waterhouse Canada
Ontario, Canada
$867K +$108K +550 +14%
IMRF
263
Illinois Municipal Retirement Fund
Illinois
$865K – – –
Principal Financial Group
264
Principal Financial Group
Iowa
$851K -$770K -4,030 -47%
Manulife (Manufacturers Life Insurance)
265
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$850K +$382K +1,998 +82%
EFG
266
Embree Financial Group
Illinois
$824K – – –
Holocene Advisors
267
Holocene Advisors
New York
$813K +$813K +4,258 New
SSA
268
Schonfeld Strategic Advisors
New York
$810K +$322K +1,686 +66%
VEA
269
Virtus ETF Advisers
New York
$808K +$98K +513 +14%
LIM
270
Lagoda Investment Management
New York
$797K +$23.3K +122 +3%
CWM
271
Congress Wealth Management
Massachusetts
$787K +$5.73K +30 +0.7%
Bank of Nova Scotia
272
Bank of Nova Scotia
Ontario, Canada
$786K -$94.4K -494 -11%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$786K -$498K -2,607 -39%
NFC
274
Northeast Financial Consultants
Connecticut
$783K – – –
FFM
275
Forum Financial Management
Illinois
$770K – – –
9 10
11
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