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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 %
SS
426
Sunbelt Securities
Texas
$99.9K -$10.7K -56 -10%
AF
427
Advisornet Financial
Minnesota
$96.5K -$955 -5 -1%
SWS
428
SYSTM Wealth Solutions
Illinois
$91.9K – – –
HIA
429
Harbor Investment Advisory
Maryland
$91.7K – – –
TPCW
430
TD Private Client Wealth
New York
$80.2K -$6.3K -33 -7%
TFIPS
431
Towarzystwo Funduszy Inwestycyjnych PZU SA
$78.3K +$24.8K +130 +46%
PPC
432
Park Place Capital
Alabama
$74.7K – – –
BL
433
Balentine LLC
Georgia
$72.4K -$2.87K -15 -4%
JWM
434
Janiczek Wealth Management
Colorado
$72.4K -$2.48K -13 -3%
RIM
435
Rakuten Investment Management
Japan
$72.4K +$66.5K +348 +1,123%
HNB
436
Huntington National Bank
Ohio
$70.7K +$7.45K +39 +12%
SWM
437
Spire Wealth Management
Virginia
$70.1K +$23.7K +124 +51%
CI Investments Inc
438
CI Investments Inc
Ontario, Canada
$68K +$10.4K +55 +18%
TRCT
439
Tower Research Capital (TRC)
New York
$65.9K -$10.3K -54 -14%
IA
440
IFP Advisors
Florida
$65.7K +$55.2K +289 +525%
HI
441
Harbour Investments
Wisconsin
$65.1K -$4.97K -26 -7%
C
442
Covestor
United Kingdom
$65K -$14K -73 -18%
AF
443
Allworth Financial
California
$60.2K +$6.3K +33 +12%
NS
444
NBC Securities
Alabama
$58K +$9.04K +48 +18%
TIM
445
Tortoise Investment Management
New York
$57.5K – – –
CPG
446
Cornerstone Planning Group
New Jersey
$55.8K -$15.2K -72 -21%
TFM
447
TFC Financial Management
Massachusetts
$50.6K +$191 +1 +0.4%
PS
448
Principal Securities
Iowa
$50.2K -$114K -597 -69%
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$47.9K +$1.34K +7 +3%
SPIA
450
Steward Partners Investment Advisory
New York
$46.8K +$27.1K +142 +138%
16 17
18
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