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HEICO
HEI

Overview Fund Activity

466 hedge funds and large institutions have $6.11B invested in HEICO in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 172 reducing their positions, and 52 closing their positions.

Holders
466
Holders Change
-7
Holders Change %
-1.48%
% of All Funds
7.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
48
Increased
144
Reduced
172
Closed
52
Calls
$20.2M
Puts
$10.3M
Net Calls
+$9.86M
Net Calls Change
-$2.07M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$131M
2
Charles Schwab
2
Charles Schwab
California
$62.7M
3
Capital International Investors
3
Capital International Investors
California
$314M
4
Barclays
4
Barclays
United Kingdom
$34.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$565M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$19.2M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$31.2M
3
Comerica Bank
3
Comerica Bank
Texas
$739K
4
Bessemer Group
4
Bessemer Group
New Jersey
$34.9M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGPCS
51
Capital Group Private Client Services
California
$21.3M +$1.55M +9,590 +8%
Stifel Financial
52
Stifel Financial
Missouri
$21.1M +$1.04M +6,392 +5%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$21M -$604K -3,727 -3%
SEI Investments
54
SEI Investments
Pennsylvania
$20.7M +$920K +5,680 +5%
BAMCO Inc
55
BAMCO Inc
New York
$20.4M – – –
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$20.2M -$50.7K -313 -0.3%
GI
57
GAMCO Investors
Connecticut
$20M -$8.1K -50 -0%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$19.7M -$3.98M -24,584 -17%
Citadel Advisors
59
Citadel Advisors
Florida
$19.2M -$74.3M -458,975 -79%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$19.2M +$9.57M +59,125 +100%
First Trust Advisors
61
First Trust Advisors
Illinois
$18.1M +$858K +5,298 +5%
RA
62
Royce & Associates
New York
$18M – – –
UBS Group
63
UBS Group
Switzerland
$17.8M +$3.12M +19,242 +21%
Brown Advisory
64
Brown Advisory
Maryland
$16.1M -$487K -3,010 -3%
CDH
65
Charles D. Hyman
$15.6M +$121K +750 +0.8%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$14.7M -$131K -808 -0.9%
KCM
67
Kingdon Capital Management
New York
$14.6M +$1.62M +10,000 +13%
Axa
68
Axa
France
$14.6M +$609K +3,761 +4%
Renaissance Technologies
69
Renaissance Technologies
New York
$14.4M +$3.22M +19,900 +29%
Citigroup
70
Citigroup
New York
$13.9M +$1.3M +8,017 +10%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$13.6M +$2.04M +12,571 +18%
OAM
72
Oppenheimer Asset Management
New York
$13.4M -$785K -4,850 -6%
Connor, Clark & Lunn Investment Management (CC&L)
73
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.3M +$6.32M +39,046 +91%
AQR Capital Management
74
AQR Capital Management
Connecticut
$13.2M -$7.01M -43,360 -35%
MCM
75
Marsico Capital Management
Colorado
$13.1M +$1.42M +8,772 +12%
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