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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.

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
1
Capital International Investors
California
$279M
2
Select Equity Group
2
Select Equity Group
New York
$85.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$59.6M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$271M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$33.5M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$515M
2
Citadel Advisors
2
Citadel Advisors
Florida
$77.1M
3
American Century Companies
3
American Century Companies
Missouri
$294M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
51
AQR Capital Management
Connecticut
$22.1M 129,291 -12,640 -9%
BAMCO Inc
52
BAMCO Inc
New York
$21.5M 125,993 – –
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$21.5M 125,828 +1,779 +1%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$21.5M 125,587 -33,292 -21%
GI
55
GAMCO Investors
Connecticut
$21.2M 123,820 – –
CGPCS
56
Capital Group Private Client Services
California
$21.1M 123,154 -3,427 -3%
Millennium Management
57
Millennium Management
New York
$20.6M 120,458 +97,441 +423%
Stifel Financial
58
Stifel Financial
Missouri
$20.1M 117,266 +23,375 +25%
Point72 Asset Management
59
Point72 Asset Management
Connecticut
$19.8M 115,728 +115,728 New
RA
60
Royce & Associates
New York
$19M 111,104 – –
Amundi
61
Amundi
France
$18.7M 112,190 +20,366 +22%
Victory Capital Management
62
Victory Capital Management
Texas
$18.7M 109,301 -6,691 -6%
Brown Advisory
63
Brown Advisory
Maryland
$18M 105,460 -10,491 -9%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$17.8M 104,335 -15,077 -13%
Nuveen Asset Management
65
Nuveen Asset Management
Illinois
$16.1M 94,109 -2,893 -3%
CDH
66
Charles D. Hyman
$16.1M 94,065 +244 +0.3%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$16M 93,384 -14,243 -13%
Two Sigma Investments
68
Two Sigma Investments
New York
$16M 93,315 -143,682 -61%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$15.9M 93,096 +2,500 +3%
Barclays
70
Barclays
United Kingdom
$15.7M 91,552 +48,639 +113%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$15.6M 91,396 -647 -0.7%
UBS Group
72
UBS Group
Switzerland
$15.4M 90,313 -1,080 -1%
Zurich Cantonal Bank
73
Zurich Cantonal Bank
Switzerland
$15.4M 90,239 -13,288 -13%
OAM
74
Oppenheimer Asset Management
New York
$15.4M 90,039 -1,019 -1%
First Trust Advisors
75
First Trust Advisors
Illinois
$14.7M 85,893 -62,047 -42%
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