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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 %
MG
501
Mather Group
Illinois
$1.97K +$1.97K +11 New
QC
502
Quent Capital
New York
$1.72K – – –
PIM
503
Plato Investment Management
Australia
$1.34K – – –
LIM
504
Longfellow Investment Management
Massachusetts
$1.34K – – –
SIC
505
SJS Investment Consulting
Ohio
$955 – – –
DPW
506
DiNuzzo Private Wealth
Pennsylvania
$955 – – –
IRC
507
Investors Research Corp
Georgia
$764 – – –
CA
508
Crewe Advisors
Utah
$764 +$764 +4 New
S
509
Sachetta
Massachusetts
$716 – – –
HGERS
510
Householder Group Estate & Retirement Specialist
Arizona
$573 – – –
BCMLT
511
Beacon Capital Management LLC (Tennessee)
Tennessee
$382 – – –
TWD
512
True Wealth Design
Ohio
$382 +$191 +1 +100%
LF
513
LifeSteps Financial
California
$382 +$382 +2 New
AWM
514
Abound Wealth Management
Tennessee
$192 – – –
BTI
515
Blue Trust Inc
Georgia
$191 -$104K -544 -100%
MCM
516
MV Capital Management
Maryland
$191 – – –
RS
517
Rakuten Securities
Japan
$191 – – –
CAM
518
Creekmur Asset Management
Illinois
$12 – – –
PAMP
519
Polar Asset Management Partners
Ontario, Canada
– -$4.4M -24,600 Closed
Point72 Asset Management
520
Point72 Asset Management
Connecticut
– -$4.39M -24,523 Closed
ACM
521
Aquatic Capital Management
Illinois
– -$4.19M -23,400 Closed
EP
522
Edgestream Partners
New Jersey
– -$2.77M -15,472 Closed
Marshall Wace
523
Marshall Wace
United Kingdom
– -$2.02M -11,299 Closed
AWM
524
AE Wealth Management
Kansas
– -$1.19M -6,503 Closed
Nomura Holdings
525
Nomura Holdings
Japan
– -$897K -5,016 Closed
19 20
21
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