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HEICO
HEI

Overview Fund Activity

496 hedge funds and large institutions have $6.84B invested in HEICO in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 153 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+30
Holders Change %
+6.44%
% of All Funds
7.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
153
Reduced
158
Closed
44
Calls
$40.9M
Puts
$17.8M
Net Calls
+$23.1M
Net Calls Change
+$13.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$236M
2
Citadel Advisors
Citadel Advisors
Florida
$83.7M
3
Capital World Investors
Capital World Investors
California
$586M
4
Two Sigma Investments
Two Sigma Investments
New York
$35.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$168M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$20.1M
2
American Century Companies
American Century Companies
Missouri
$138M
3
Bessemer Group
Bessemer Group
New Jersey
$432K
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$4.39M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
451
Global Retirement Partners
California
$10.6K +$10.1K +59 +1,967%
GFPC
452
Global Financial Private Client
Florida
$10.2K – – –
WTC
453
WhitTier Trust Company
Nevada
$10K – – –
IA
454
IFP Advisors
Florida
$9.84K +$179 +1 +2%
BIA
455
Bell Investment Advisors
California
$9.84K +$1.61K +9 +20%
TWM
456
Tradition Wealth Management
Minnesota
$9K – – –
PA
457
PSI Advisors
Florida
$8.94K +$8.94K +50 New
AWM
458
Avior Wealth Management
Nebraska
$8.94K – – –
IA
459
IFS Advisors
Kansas
$8.94K – – –
RTL
460
Red Tortoise LLC
Georgia
$8.77K – – –
VWA
461
Valued Wealth Advisors
Utah
$8.43K +$8.43K +52 New
MDCM
462
Morgan Dempsey Capital Management
Wisconsin
$8.41K – – –
WTG
463
West Tower Group
Virginia
$8.41K +$8.41K +47 New
BWL
464
Bogart Wealth LLC
Virginia
$8.05K – – –
CTWM
465
Cherry Tree Wealth Management
Minnesota
$7.87K – – –
WBC
466
West Branch Capital
Massachusetts
$7.16K – – –
OCM
467
Orion Capital Management
California
$7.16K – – –
VF
468
VitalStone Financial
Texas
$7K +$7K +39 New
EWA
469
EverSource Wealth Advisors
Alabama
$6.8K +$3.58K +20 +111%
BF
470
BOK Financial
Oklahoma
$6.44K +$6.44K +36 New
CAL
471
Capital Analysts LLC
Pennsylvania
$6K +$4.87K +30 +429%
RIM
472
Rakuten Investment Management
Japan
$5.55K +$5.55K +31 New
CFD
473
Creative Financial Designs
Indiana
$5.19K – – –
CFB
474
Cullen/Frost Bankers
Texas
$3.58K -$73.2K -409 -95%
BWM
475
Baystate Wealth Management
Massachusetts
$3.22K +$1.79K +10 +125%
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