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HEICO
HEI

Overview Fund Activity

473 hedge funds and large institutions have $6.74B invested in HEICO in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 182 reducing their positions, and 32 closing their positions.

Holders
473
Holders Change
+17
Holders Change %
+3.73%
% of All Funds
7.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
52
Increased
127
Reduced
182
Closed
32
Calls
$32M
Puts
$20M
Net Calls
+$11.9M
Net Calls Change
-$14.3M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$43.9M
2
Capital International Investors
2
Capital International Investors
California
$325M
3
MVIP
3
Mar Vista Investment Partners
California
$37.7M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$311M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$88.1M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$190M
2
Select Equity Group
2
Select Equity Group
New York
$0
3
BlackRock
3
BlackRock
New York
$868M
4
Bessemer Group
4
Bessemer Group
New Jersey
$61.2M
5
Millennium Management
5
Millennium Management
New York
$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
51
Telemark Asset Management
Massachusetts
$24.8M – – –
Two Sigma Advisers
52
Two Sigma Advisers
New York
$24.2M -$513K -2,900 -2%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$23.9M +$11.2M +63,310 +88%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$23.6M -$3.63M -20,525 -13%
BAMCO Inc
55
BAMCO Inc
New York
$22.3M – – –
AQR Capital Management
56
AQR Capital Management
Connecticut
$22.2M -$718K -4,059 -3%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$22.1M -$165K -932 -0.7%
Stifel Financial
58
Stifel Financial
Missouri
$22M +$1.2M +6,788 +6%
GI
59
GAMCO Investors
Connecticut
$21.9M -$22.1K -125 -0.1%
SEI Investments
60
SEI Investments
Pennsylvania
$21.6M +$13.7M +77,686 +175%
CGPCS
61
Capital Group Private Client Services
California
$21.6M -$221K -1,248 -1%
Barclays
62
Barclays
United Kingdom
$20.9M +$4.66M +26,360 +29%
RA
63
Royce & Associates
New York
$19.7M – – –
Marshall Wace
64
Marshall Wace
United Kingdom
$19.5M -$9.99M -56,483 -34%
First Trust Advisors
65
First Trust Advisors
Illinois
$18.9M +$3.65M +20,642 +24%
Brown Advisory
66
Brown Advisory
Maryland
$18.1M -$546K -3,085 -3%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$17.3M -$4.89M -27,637 -22%
CDH
68
Charles D. Hyman
$16.9M +$268K +1,517 +2%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$16.2M +$41.4K +234 +0.3%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$16.2M -$278K -1,569 -2%
UBS Group
71
UBS Group
Switzerland
$16M +$19.6K +111 +0.1%
OAM
72
Oppenheimer Asset Management
New York
$15.6M -$380K -2,148 -2%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$15.3M -$1.25M -7,049 -8%
Axa
74
Axa
France
$15.2M +$495K +2,800 +3%
Zurich Cantonal Bank
75
Zurich Cantonal Bank
Switzerland
$14.3M -$1.69M -9,564 -11%
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