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HEICO
HEI

Overview Fund Activity

473 hedge funds and large institutions have $6.74B invested in HEICO in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 182 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+17
Holders Change %
+3.73%
% of All Funds
7.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
52
Increased
127
Reduced
182
Closed
32
Calls
$32M
Puts
$20M
Net Calls
+$11.9M
Net Calls Change
-$14.3M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$43.3M
2
Capital International Investors
Capital International Investors
California
+$35.9M
3
MVIP
Mar Vista Investment Partners
California
+$33.2M
4
Lazard Asset Management
Lazard Asset Management
New York
+$30.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$24M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$115M
2
Select Equity Group
Select Equity Group
New York
-$85.7M
3
BlackRock
BlackRock
New York
-$29.5M
4
Bessemer Group
Bessemer Group
New Jersey
-$20.7M
5
Millennium Management
Millennium Management
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
276
Erste Asset Management
Austria
$596K – – –
XT
277
XTX Topco
Cayman Islands
$594K +$359K +2,027 +152%
Teacher Retirement System of Texas
278
Teacher Retirement System of Texas
Texas
$585K -$7.18M -40,596 -92%
DekaBank Deutsche Girozentrale
279
DekaBank Deutsche Girozentrale
Germany
$573K -$389K -2,219 -40%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$570K – – –
DAM
281
Diamant Asset Management
Connecticut
$567K – – –
AssetMark Inc
282
AssetMark Inc
California
$563K +$10.6K +60 +2%
QT
283
Quantamental Technologies
New York
$562K -$61.2K -346 -10%
BC
284
Barrett & Company
Rhode Island
$554K – – –
OPERF
285
Oregon Public Employees Retirement Fund
Oregon
$549K -$377K -2,131 -41%
TFS
286
Thoroughbred Financial Services
Tennessee
$549K – – –
BG
287
Bahl & Gaynor
Ohio
$544K -$177 -1 -0%
QI
288
Qtron Investments
Massachusetts
$531K – – –
CGA
289
Crescent Grove Advisors
Illinois
$531K – – –
HCM
290
Hengehold Capital Management
Ohio
$516K -$1.42K -8 -0.3%
SRAM
291
Spouting Rock Asset Management
Pennsylvania
$511K – – –
BS
292
Bessemer Securities
New York
$502K -$363K -2,051 -42%
I
293
InceptionR
California
$492K +$492K +2,783 New
Acadian Asset Management
294
Acadian Asset Management
Massachusetts
$488K -$223K -1,261 -31%
CII
295
Capital International Inc
California
$481K +$481K +2,719 New
CB
296
Commerce Bank
Missouri
$478K +$20.5K +116 +4%
WS
297
Wedbush Securities
California
$473K -$2.83K -16 -0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
298
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$460K -$460K -2,600 -50%
MIM
299
MetLife Investment Management
New Jersey
$457K -$4.6K -26 -1%
Daiwa Securities Group
300
Daiwa Securities Group
Japan
$449K – – –
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