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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.

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

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$20.1M
2
American Century Companies
2
American Century Companies
Missouri
$138M
3
Bessemer Group
3
Bessemer Group
New Jersey
$432K
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$4.39M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
26
Fisher Asset Management
Washington
$47.6M -$1.94M -10,825 -4%
MVIP
27
Mar Vista Investment Partners
California
$41.7M -$5.06M -28,289 -11%
SO
28
STRS Ohio
Ohio
$41.6M +$7.6M +42,500 +22%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$40.3M +$14.3M +80,100 +55%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$40.3M +$4.81M +26,867 +14%
Ameriprise
31
Ameriprise
Minnesota
$38.6M -$2.51M -14,016 -6%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$36.5M -$1.1M -6,147 -3%
Two Sigma Investments
33
Two Sigma Investments
New York
$35.4M +$26.6M +148,793 +304%
Legal & General Group
34
Legal & General Group
United Kingdom
$31.8M -$5.77M -32,278 -15%
UBS AM
35
UBS AM
Illinois
$31.6M +$1.46M +8,143 +5%
TG
36
TCW Group
California
$31.5M +$3.02M +16,878 +11%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$29.8M -$4.45M -24,898 -13%
William Blair & Company
38
William Blair & Company
Illinois
$29.8M -$248K -1,388 -0.8%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$29.3M +$890K +4,977 +3%
BAMCO Inc
40
BAMCO Inc
New York
$29.1M +$6.52M +36,440 +29%
PCM
41
Peregrine Capital Management
Minnesota
$27.8M -$21.7M -121,490 -44%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$26M +$159K +889 +0.6%
NAM
43
Nissay Asset Management
Japan
$25.8M +$1.59M +8,917 +7%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$25.2M +$500K +2,796 +2%
TAM
45
Telemark Asset Management
Massachusetts
$25M – – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$24.5M +$2.22M +12,414 +10%
Swiss National Bank
47
Swiss National Bank
Switzerland
$24.4M -$662K -3,700 -3%
Stifel Financial
48
Stifel Financial
Missouri
$24.3M +$968K +5,413 +4%
Corient Private Wealth
49
Corient Private Wealth
Florida
$23.8M -$368K -2,055 -2%
SEI Investments
50
SEI Investments
Pennsylvania
$23.5M +$624K +3,487 +3%
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