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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.

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

Top Sellers

1
Capital World Investors
Capital World Investors
California
$515M
2
Citadel Advisors
Citadel Advisors
Florida
$77.1M
3
American Century Companies
American Century Companies
Missouri
$294M
4
Renaissance Technologies
Renaissance Technologies
New York
$12.8M
5
Two Sigma Investments
Two Sigma Investments
New York
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
476
Versor Investments
New York
– -$522K -3,400 Closed
PTC
477
Petrus Trust Company
Texas
– -$484K -3,150 Closed
DT
478
Diversified Trust
Tennessee
– -$468K -3,044 Closed
WorldQuant Millennium Advisors
479
WorldQuant Millennium Advisors
New York
– -$437K -2,847 Closed
Bank Julius Baer & Co
480
Bank Julius Baer & Co
Switzerland
– -$407K -2,651 Closed
CAM
481
Concorde Asset Management
Michigan
– -$387K -2,518 Closed
MFAM
482
Motley Fool Asset Management
Virginia
– -$332K -2,160 Closed
AC
483
AXQ Capital
New Jersey
– -$324K -2,108 Closed
SW
484
SteelPeak Wealth
California
– -$284K -1,848 Closed
BCM
485
Brooktree Capital Management
Michigan
– -$260K -1,694 Closed
PFO
486
Pathstone Family Office
New Jersey
– -$231K -1,506 Closed
FL
487
Fort LP
Maryland
– -$206K -1,340 Closed
Simplex Trading
488
Simplex Trading
Illinois
– -$26K -175 Closed
FGAM
489
Financial Gravity Asset Management
Texas
– -$77 -154 Closed
MCI
490
MRP Capital Investments
Georgia
– -$16.5K -108 Closed
CA
491
Crewe Advisors
Utah
– -$6.15K -40 Closed
MCC
492
Money Concepts Capital
Florida
– -$4.92K -32 Closed
CS
493
Comerica Securities
Michigan
– -$4.76K -31 Closed
QL
494
Quarry LP
New York
– -$4.61K -30 Closed
AWM
495
Accurate Wealth Management
Florida
– -$2.52K -16 Closed
BHWM
496
Beaird Harris Wealth Management
Texas
– -$615 -4 Closed
16 17 18 19
20