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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.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+21
Holders Change %
+4.23%
% of All Funds
7.49%
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
AGF Management
Ontario, Canada
$112M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36M
3
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$29.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$63M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$59.9M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$65.9M
2
Morgan Stanley
Morgan Stanley
New York
$165M
3
Citadel Advisors
Citadel Advisors
Florida
$6.2M
4
PCM
Peregrine Capital Management
Minnesota
$1.33M
5
Franklin Resources
Franklin Resources
California
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
476
Global Financial Private Client
Florida
$10.7K – – –
WTC
477
WhitTier Trust Company
Nevada
$10.7K – – –
BIA
478
Bell Investment Advisors
California
$10.5K – – –
PAI
479
Pittenger & Anderson Inc
Nebraska
$10.5K +$10.5K +55 New
VWA
480
Valued Wealth Advisors
Utah
$9.95K – – –
EWA
481
EverSource Wealth Advisors
Alabama
$9.75K +$1.87K +9 +24%
IA
482
IFS Advisors
Kansas
$9.55K – – –
PA
483
PSI Advisors
Florida
$9.55K – – –
RTL
484
Red Tortoise LLC
Georgia
$9.36K – – –
MDCM
485
Morgan Dempsey Capital Management
Wisconsin
$8.98K – – –
BWL
486
Bogart Wealth LLC
Virginia
$8.6K – – –
CTWM
487
Cherry Tree Wealth Management
Minnesota
$8.4K – – –
WBC
488
West Branch Capital
Massachusetts
$7.64K – – –
OCM
489
Orion Capital Management
California
$7.64K – – –
CAL
490
Capital Analysts LLC
Pennsylvania
$7K – – –
CFD
491
Creative Financial Designs
Indiana
$5.54K – – –
LI
492
LRI Investments
Florida
$5.54K +$5.54K +29 New
CA
493
Continuum Advisory
Idaho
$5.53K +$5.53K +26 New
FHA
494
First Horizon Advisors
Tennessee
$4.2K -$25.4K -133 -86%
CFB
495
Cullen/Frost Bankers
Texas
$3.82K – – –
FGAM
496
Financial Gravity Asset Management
Texas
$3.68K +$3.68K +20 New
JWA
497
JFS Wealth Advisors
Pennsylvania
$3.44K – – –
ZB
498
Zions Bancorporation
Utah
$3.25K – – –
BGAI
499
Bruce G. Allen Investments
Colorado
$2.48K – – –
CAL
500
Capital Advisors Ltd
Ohio
$2K +$615 +4 +44%
18 19
20
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