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HEICO
HEI

Overview Fund Activity

449 hedge funds and large institutions have $5.79B invested in HEICO in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 152 reducing their positions, and 37 closing their positions.

Holders
449
Holders Change
+12
Holders Change %
+2.75%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
59
Increased
148
Reduced
152
Closed
37
Calls
$22.4M
Puts
$8.57M
Net Calls
+$13.8M
Net Calls Change
-$43K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$129M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$39.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$45.3M
4
SAM
4
Scopus Asset Management
New York
$23.4M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$24.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$787M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$41.1M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$10.9M
4
EAM
4
Erste Asset Management
Austria
$516K
5
WCM Investment Management
5
WCM Investment Management
California
$111K
Name Market Value Shares Shares
Change 		Shares
Change %
CGPCS
51
Capital Group Private Client Services
California
$19.4M 126,581 -2,553 -2%
BAMCO Inc
52
BAMCO Inc
New York
$19.4M 125,993 – –
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$19.1M 124,049 +1,085 +0.9%
GI
54
GAMCO Investors
Connecticut
$19M 123,820 – –
CSS
55
Cubist Systematic Strategies
Connecticut
$18.8M 122,400 +47,559 +64%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$18.3M 119,412 -13,178 -10%
Victory Capital Management
57
Victory Capital Management
Texas
$17.8M 115,992 +22,719 +24%
Brown Advisory
58
Brown Advisory
Maryland
$17.8M 115,951 +552 +0.5%
RA
59
Royce & Associates
New York
$17.1M 111,104 – –
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$16.5M 107,627 +7,198 +7%
Axa
61
Axa
France
$16.3M 106,376 +5,912 +6%
Zurich Cantonal Bank
62
Zurich Cantonal Bank
Switzerland
$15.9M 103,527 +9,583 +10%
Deutsche Bank
63
Deutsche Bank
Germany
$15.8M 102,969 +2,706 +3%
Amundi
64
Amundi
France
$15M 91,824 +29,392 +47%
Nuveen Asset Management
65
Nuveen Asset Management
Illinois
$14.9M 97,002 +8,127 +9%
Stifel Financial
66
Stifel Financial
Missouri
$14.4M 93,891 -34,866 -27%
CDH
67
Charles D. Hyman
$14.4M 93,821 -135 -0.1%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$14.1M 92,043 +40,487 +79%
UBS Group
69
UBS Group
Switzerland
$14M 91,393 -160 -0.2%
OAM
70
Oppenheimer Asset Management
New York
$14M 91,058 -2,350 -3%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$13.9M 90,596 +52,739 +139%
Ameriprise
72
Ameriprise
Minnesota
$12.4M 80,572 +9,879 +14%
Asset Management One
73
Asset Management One
Japan
$11.6M 75,660 -7,983 -10%
ICP
74
Ironvine Capital Partners
Nebraska
$11.5M 74,709 -1,435 -2%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$11.3M 73,485 +4,225 +6%
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