HEI icon

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 %
SCM
276
Semanteon Capital Management
Massachusetts
$751K +$426K +2,229 +131%
CT
277
Chicago Trust
Illinois
$750K – – –
Comerica Bank
278
Comerica Bank
Texas
$737K +$9.36K +49 +1%
BWM
279
Baron Wealth Management
Michigan
$727K – – –
BG
280
Bahl & Gaynor
Ohio
$718K -$12.4K -65 -2%
NRD
281
Nebula Research & Development
New York
$710K +$710K +3,719 New
MSRPS
282
Maryland State Retirement & Pension System
Maryland
$697K – – –
GIBU
283
Gulf International Bank (UK)
United Kingdom
$696K -$26.7K -140 -4%
Bessemer Group
284
Bessemer Group
New Jersey
$694K +$231K +1,211 +50%
Creative Planning
285
Creative Planning
Kansas
$687K -$396K -2,071 -37%
BWA
286
Burt Wealth Advisors
Maryland
$682K +$191 +1 +0%
VPIM
287
Vanguard Personalized Indexing Management
California
$677K -$5.92K -31 -0.9%
LPAM
288
Lodestar Private Asset Management
California
$669K – – –
IIC
289
Ironwood Investment Counsel
Arizona
$668K – – –
ACM
290
Avalon Capital Management
California
$667K +$339K +1,773 +103%
Robeco Institutional Asset Management
291
Robeco Institutional Asset Management
Netherlands
$651K – – –
EAM
292
Erste Asset Management
Austria
$648K – – –
Verition Fund Management
293
Verition Fund Management
Connecticut
$635K -$46.8K -245 -7%
NA
294
Navellier & Associates
Nevada
$621K +$621K +3,253 New
SMDAM
295
Sumitomo Mitsui DS Asset Management
Japan
$613K – – –
DAM
296
Diamant Asset Management
Connecticut
$612K – – –
GCM
297
Greenland Capital Management
New York
$611K +$611K +3,200 New
Public Employees Retirement Association of Colorado
298
Public Employees Retirement Association of Colorado
Colorado
$591K -$81K -424 -12%
ET
299
Entropy Technologies
New York
$590K +$283K +1,480 +92%
OAM
300
Ostrum Asset Management
France
$583K – – –
10 11
12
13 14