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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
1
AGF Management
Ontario, Canada
$112M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$36M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$29.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$63M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$59.9M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$65.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$165M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.2M
4
PCM
4
Peregrine Capital Management
Minnesota
$1.33M
5
Franklin Resources
5
Franklin Resources
California
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
451
Colonial Trust
South Carolina
$46.5K – – –
CFGS
452
Concourse Financial Group Securities
Alabama
$45.5K -$274K -1,434 -86%
QCG
453
Quadrant Capital Group
Ohio
$43.4K -$382 -2 -0.9%
First Manhattan
454
First Manhattan
New York
$40.9K -$19.1K -100 -32%
Fifth Third Bancorp
455
Fifth Third Bancorp
Ohio
$39K +$191 +1 +0.5%
PAS
456
Point72 Asia (Singapore)
Singapore
$37.4K +$37.4K +196 New
Kayne Anderson Rudnick Investment Management
457
Kayne Anderson Rudnick Investment Management
California
$37.2K – – –
National Bank of Canada
458
National Bank of Canada
Quebec, Canada
$36.4K -$700K -3,251 -95%
FFA
459
Farther Finance Advisors
California
$32.2K +$14.3K +76 +80%
PA
460
Parallel Advisors
California
$32K -$766 -4 -2%
RIL
461
Rothschild Investment LLC
Illinois
$28.8K – – –
TC
462
Truvestments Capital
Florida
$27.7K – – –
LC
463
Lindbrook Capital
California
$27.3K +$1.53K +8 +6%
PTC
464
Private Trust Company
Ohio
$26.9K +$2.29K +12 +9%
WT
465
Whittier Trust
California
$26.4K – – –
VCM
466
Versant Capital Management
Arizona
$26.2K – – –
WOC
467
West Oak Capital
California
$21K – – –
QL
468
Quarry LP
New York
$19.7K +$19.7K +103 New
DCP
469
DSM Capital Partners
Florida
$19.3K – – –
AFS
470
Annapolis Financial Services
Maryland
$18.9K – – –
RTC
471
Riverview Trust Company
Washington
$18.7K +$18.7K +98 New
UB
472
UMB Bank
Missouri
$17K – – –
GRP
473
Global Retirement Partners
California
$11.8K – – –
AssetMark Inc
474
AssetMark Inc
California
$11.5K -$766K -4,010 -99%
KFS
475
Kelly Financial Services
Massachusetts
$11.3K +$11.3K +59 New
17 18
19
20 21