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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 %
CGA
301
Crescent Grove Advisors
Illinois
$573K – – –
AB
302
Amalgamated Bank
New York
$562K -$319K -1,667 -36%
Daiwa Securities Group
303
Daiwa Securities Group
Japan
$561K +$19.1K +100 +4%
HCM
304
Hengehold Capital Management
Ohio
$555K -$2.48K -13 -0.4%
CB
305
Commerce Bank
Missouri
$546K +$6.3K +33 +1%
FIM
306
Freedom Investment Management
Connecticut
$543K +$543K +2,842 New
BFS
307
Bradley Foster & Sargent
Connecticut
$537K +$53.1K +278 +11%
DTL
308
Dynamic Technology Lab
Singapore
$530K +$530K +2,775 New
BNP Paribas Asset Management
309
BNP Paribas Asset Management
France
$529K -$439K -2,297 -45%
MWM
310
MGB Wealth Management
Texas
$517K – – –
BC
311
Barrett & Company
Rhode Island
$511K -$86.7K -454 -15%
WS
312
Wedbush Securities
California
$490K – – –
MIM
313
MetLife Investment Management
New Jersey
$489K +$1.53K +8 +0.3%
QCM
314
Qsemble Capital Management
New York
$487K -$134K -701 -22%
MLL
315
Moody Lynn & Lieberson
Massachusetts
$482K +$24.3K +127 +5%
QI
316
Qtron Investments
Massachusetts
$477K – – –
XT
317
XTX Topco
Cayman Islands
$467K -$290K -1,518 -38%
VA
318
Vident Advisory
Georgia
$465K +$57.9K +303 +14%
BCMO
319
Buckingham Capital Management (Ohio)
Ohio
$465K – – –
Prudential Financial
320
Prudential Financial
New Jersey
$456K -$53.7K -281 -11%
IIM
321
INTECH Investment Management
Florida
$453K -$1.37M -7,154 -75%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$448K +$56.9K +298 +15%
BAMF
323
BI Asset Management Fondsmaeglerselskab
Denmark
$442K -$18.5K -97 -4%
Canada Pension Plan Investment Board
324
Canada Pension Plan Investment Board
Ontario, Canada
$430K -$4.77M -24,957 -92%
LWM
325
LJI Wealth Management
Indiana
$420K -$25.2K -132 -6%
11 12
13
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