HEI icon

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
7.5%
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 %
SM
526
Sciencast Management
New Jersey
– -$780K -4,362 Closed
BCM
527
Bayesian Capital Management
New York
– -$726K -4,058 Closed
N
528
Numerai
California
– -$654K -3,659 Closed
PTC
529
Petrus Trust Company
Texas
– -$593K -3,313 Closed
CCM
530
Carlson Capital Management
Minnesota
– -$467K -2,612 Closed
EI
531
Ethic Inc
New York
– -$418K -2,335 Closed
CM
532
Capula Management
Cayman Islands
– -$411K -2,295 Closed
NWMG
533
National Wealth Management Group
Ohio
– -$393K -2,197 Closed
KAS
534
KPP Advisory Services
Kentucky
– -$340K -1,900 Closed
OIA
535
OneDigital Investment Advisors
Kansas
– -$316K -1,766 Closed
MM
536
MQS Management
New York
– -$288K -1,610 Closed
O
537
Ossiam
France
– -$280K -1,563 Closed
VI
538
Versor Investments
New York
– -$275K -1,539 Closed
JFG
539
Jefferies Financial Group
New York
– -$203K -1,136 Closed
SFA
540
Sequoia Financial Advisors
Ohio
– -$202K -1,129 Closed
WCM Investment Management
541
WCM Investment Management
California
– -$158K -883 Closed
CFFP
542
Center for Financial Planning
Michigan
– -$125K -700 Closed
PVH
543
Psagot Value Holdings
Israel
– -$70K -391 Closed
PI
544
PEAK6 Investments
Illinois
– -$27.4K -153 Closed
PGAM
545
Princeton Global Asset Management
New Jersey
– -$24.9K -139 Closed
TWM
546
Tradition Wealth Management
Minnesota
– -$9K -50 Closed
WTG
547
West Tower Group
Virginia
– -$8.41K -47 Closed
VF
548
VitalStone Financial
Texas
– -$7K -39 Closed
BF
549
BOK Financial
Oklahoma
– -$6.44K -36 Closed
Jones Financial Companies
550
Jones Financial Companies
Missouri
– -$3.04K -17 Closed
19 20 21
22
23