HEI icon

HEICO
HEI

Overview Fund Activity

456 hedge funds and large institutions have $6.53B invested in HEICO in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 133 increasing their positions, 165 reducing their positions, and 41 closing their positions.

Holders
456
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
7.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
133
Reduced
165
Closed
41
Calls
$34.1M
Puts
$7.89M
Net Calls
+$26.2M
Net Calls Change
+$12.4M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$279M
2
Select Equity Group
2
Select Equity Group
New York
$85.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$59.6M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$271M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$33.5M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$515M
2
Citadel Advisors
2
Citadel Advisors
Florida
$77.1M
3
American Century Companies
3
American Century Companies
Missouri
$294M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$52.1M +$7.32M +42,788 +16%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$50M +$2.99M +17,470 +6%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$48.1M -$3.8M -22,193 -7%
Fisher Asset Management
29
Fisher Asset Management
Washington
$44.1M -$1.64M -9,597 -4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$38.9M -$1.36M -7,946 -3%
Legal & General Group
31
Legal & General Group
United Kingdom
$38.7M -$393K -2,299 -1%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$38.6M -$18.3K -107 -0%
SO
33
STRS Ohio
Ohio
$37.7M -$19.3K -113 -0.1%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$35.4M -$1.41M -8,253 -4%
Corient Private Wealth
35
Corient Private Wealth
Florida
$33.5M +$31.6M +184,651 +1,648%
UBS AM
36
UBS AM
Illinois
$29.8M -$803K -4,696 -3%
Swiss National Bank
37
Swiss National Bank
Switzerland
$29.6M -$753K -4,400 -2%
William Blair & Company
38
William Blair & Company
Illinois
$29.2M -$389K -2,273 -1%
Marshall Wace
39
Marshall Wace
United Kingdom
$28.5M -$21.9M -127,953 -43%
Ameriprise
40
Ameriprise
Minnesota
$28.4M +$14.6M +85,263 +106%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$27.5M -$1.14M -6,649 -4%
NAM
42
Nissay Asset Management
Japan
$26.9M +$4.33M +25,335 +19%
Charles Schwab
43
Charles Schwab
California
$26.7M +$138K +807 +0.5%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$26.4M -$13K -76 -0%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$26.2M +$47.9K +280 +0.2%
TG
46
TCW Group
California
$25.7M +$3.76M +21,998 +17%
TAM
47
Telemark Asset Management
Massachusetts
$23.9M -$1.71M -10,000 -7%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$23.9M -$7.39M -43,200 -24%
SAM
49
Scopus Asset Management
New York
$23.5M -$2.54M -14,837 -10%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$23.2M +$161K +943 +0.7%
1
2
3 4 5