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HEICO
HEI

Overview Fund Activity

496 hedge funds and large institutions have $6.84B invested in HEICO in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 153 increasing their positions, 158 reducing their positions, and 44 closing their positions.

Holders
496
Holders Change
+30
Holders Change %
+6.44%
% of All Funds
7.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
153
Reduced
158
Closed
44
Calls
$40.9M
Puts
$17.8M
Net Calls
+$23.1M
Net Calls Change
+$13.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$236M
2
Citadel Advisors
2
Citadel Advisors
Florida
$83.7M
3
Capital World Investors
3
Capital World Investors
California
$586M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$35.4M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$168M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$20.1M
2
American Century Companies
2
American Century Companies
Missouri
$138M
3
Bessemer Group
3
Bessemer Group
New Jersey
$432K
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$4.39M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
CGPCS
51
Capital Group Private Client Services
California
$23.2M 129,867 -1,629 -1%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$22.7M 127,096 -2,725 -2%
Renaissance Technologies
53
Renaissance Technologies
New York
$22.7M 126,900 +38,200 +43%
Allspring Global Investments
54
Allspring Global Investments
North Carolina
$22.5M 125,807 -40,570 -24%
GI
55
GAMCO Investors
Connecticut
$22.1M 123,385 -260 -0.2%
Franklin Resources
56
Franklin Resources
California
$20.1M 112,614 -330,641 -75%
RA
57
Royce & Associates
New York
$19.2M 107,101 -4,003 -4%
Natixis Advisors
58
Natixis Advisors
Massachusetts
$18.6M 104,069 +20,116 +24%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$18.2M 101,999 -19,695 -16%
UBS Group
60
UBS Group
Switzerland
$17.9M 100,266 -9,400 -9%
Brown Advisory
61
Brown Advisory
Maryland
$17.8M 99,253 -112 -0.1%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$17.3M 96,933 +6,214 +7%
CDH
63
Charles D. Hyman
$17.1M 95,722 -610 -0.6%
ACIM
64
Azimuth Capital Investment Management
Michigan
$16.7M 93,108 +50,448 +118%
KCM
65
Kingdon Capital Management
New York
$16.1M 90,000 – –
Axa
66
Axa
France
$15.8M 88,238 -1,673 -2%
Citigroup
67
Citigroup
New York
$15.5M 86,744 +1,101 +1%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$15M 83,733 +21,243 +34%
OAM
69
Oppenheimer Asset Management
New York
$14.7M 82,166 -875 -1%
MCM
70
Marsico Capital Management
Colorado
$14.5M 81,096 – –
Zurich Cantonal Bank
71
Zurich Cantonal Bank
Switzerland
$14.2M 79,600 +3,564 +5%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$13.8M 77,274 +8,055 +12%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$13.3M 74,125 -6,671 -8%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$12.8M 71,361 +940 +1%
RJA
75
Raymond James & Associates
Florida
$12.5M 69,999 +15,050 +27%
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