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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.

Holders
517
Holders Change
+21
Holders Change %
+4.23%
% of All Funds
7.5%
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 %
Fisher Asset Management
26
Fisher Asset Management
Washington
$53.7M +$2.82M +14,785 +6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$53.1M -$6.15M -32,200 -10%
Jennison Associates
28
Jennison Associates
New York
$50.1M -$4.34M -22,703 -8%
Ameriprise
29
Ameriprise
Minnesota
$44.5M +$3.28M +17,157 +8%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$43.8M +$783K +4,097 +2%
MVIP
31
Mar Vista Investment Partners
California
$43.5M -$980K -5,133 -2%
SO
32
STRS Ohio
Ohio
$41.5M -$2.86M -15,000 -6%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$39.7M +$720K +3,770 +2%
TG
34
TCW Group
California
$37.1M +$3.46M +18,127 +10%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$36M +$34.5M +180,384 +2,290%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$34.3M +$14.8M +77,612 +76%
Legal & General Group
37
Legal & General Group
United Kingdom
$33.6M -$374K -1,956 -1%
UBS AM
38
UBS AM
Illinois
$33.6M -$167K -874 -0.5%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$32.2M +$937K +4,906 +3%
William Blair & Company
40
William Blair & Company
Illinois
$31.7M -$33.4K -175 -0.1%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$31.7M +$7.67M +40,179 +32%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$31.7M -$112K -584 -0.4%
BAMCO Inc
43
BAMCO Inc
New York
$31M – – –
CGPCS
44
Capital Group Private Client Services
California
$29.7M +$4.85M +25,389 +20%
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$29.4M +$28.7M +150,050 +3,949%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$27.8M – – –
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$27.6M +$756K +3,956 +3%
NAM
48
Nissay Asset Management
Japan
$27M -$471K -2,468 -2%
TAM
49
Telemark Asset Management
Massachusetts
$26.7M – – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$25.9M -$288K -1,507 -1%
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