HEI icon

HEICO
HEI

Overview Fund Activity

473 hedge funds and large institutions have $6.74B invested in HEICO in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 182 reducing their positions, and 32 closing their positions.

Holders
473
Holders Change
+17
Holders Change %
+3.73%
% of All Funds
7.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
52
Increased
127
Reduced
182
Closed
32
Calls
$32M
Puts
$20M
Net Calls
+$11.9M
Net Calls Change
-$14.3M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$43.9M
2
Capital International Investors
2
Capital International Investors
California
$325M
3
MVIP
3
Mar Vista Investment Partners
California
$37.7M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$311M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$88.1M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$190M
2
Select Equity Group
2
Select Equity Group
New York
$0
3
BlackRock
3
BlackRock
New York
$868M
4
Bessemer Group
4
Bessemer Group
New Jersey
$61.2M
5
Millennium Management
5
Millennium Management
New York
$4.22M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
26
Peregrine Capital Management
Minnesota
$49.1M 277,314 -43,107 -13%
Fisher Asset Management
27
Fisher Asset Management
Washington
$46.4M 262,331 +4,686 +2%
TD Asset Management
28
TD Asset Management
Ontario, Canada
$43.9M 247,964 +244,964 +8,165%
Ameriprise
29
Ameriprise
Minnesota
$40.4M 228,517 +62,682 +38%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$39.8M 224,678 -56,707 -20%
Legal & General Group
31
Legal & General Group
United Kingdom
$38.8M 219,521 -6,713 -3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$38.3M 216,516 -11,037 -5%
MVIP
33
Mar Vista Investment Partners
California
$37.7M 212,810 +187,703 +748%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$35.2M 198,931 -8,023 -4%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$34.8M 196,517 -29,176 -13%
SO
36
STRS Ohio
Ohio
$34.5M 195,000 -25,188 -11%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$33.5M 189,175 +73,447 +63%
William Blair & Company
38
William Blair & Company
Illinois
$29.9M 169,175 -1,490 -0.9%
UBS AM
39
UBS AM
Illinois
$29.8M 174,304 – –
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$28.2M 159,300 -1,494 -0.9%
Swiss National Bank
41
Swiss National Bank
Switzerland
$27.8M 157,300 -15,500 -9%
EAM
42
EULAV Asset Management
Florida
$27.4M 154,814 +91,231 +143%
Charles Schwab
43
Charles Schwab
California
$27.3M 154,181 -1,994 -1%
SAM
44
Scopus Asset Management
New York
$26.6M 150,531 +13,000 +9%
TG
45
TCW Group
California
$26.6M 150,064 +78 +0.1%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$26.2M 147,889 +53,780 +57%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$26.1M 147,309 -5,653 -4%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$25.9M 146,278 +10,508 +8%
Corient Private Wealth
49
Corient Private Wealth
Florida
$25.7M 145,022 -50,834 -26%
NAM
50
Nissay Asset Management
Japan
$25M 141,406 -15,934 -10%
1
2
3 4 5