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HEICO
HEI

Overview Fund Activity

517 hedge funds and large institutions have $7.3B invested in HEICO in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 174 increasing their positions, 174 reducing their positions, and 34 closing their positions.

Holders
517
Holders Change
+21
Holders Change %
+4.23%
% of All Funds
7.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
62
Increased
174
Reduced
174
Closed
34
Calls
$49.5M
Puts
$12.1M
Net Calls
+$37.4M
Net Calls Change
+$14.3M

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$112M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$36M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$29.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$63M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$59.9M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$65.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$165M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.2M
4
PCM
4
Peregrine Capital Management
Minnesota
$1.33M
5
Franklin Resources
5
Franklin Resources
California
$1M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$25.7M 134,453 +1,540 +1%
Swiss National Bank
52
Swiss National Bank
Switzerland
$25M 131,100 -5,400 -4%
ZEP
53
Zeno Equity Partners
United Kingdom
$24.9M 161,570 +98,033 +154%
SEI Investments
54
SEI Investments
Pennsylvania
$24.6M 128,975 -2,270 -2%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$24.1M 126,432 -664 -0.5%
GI
56
GAMCO Investors
Connecticut
$23.6M 123,385 – –
Natixis Advisors
57
Natixis Advisors
Massachusetts
$23.2M 121,713 +17,644 +17%
DCM
58
Driehaus Capital Management
Illinois
$22.3M 116,828 +72,932 +166%
Renaissance Technologies
59
Renaissance Technologies
New York
$21.6M 113,100 -13,800 -11%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$21.6M 112,989 +44,551 +65%
UBS Group
61
UBS Group
Switzerland
$21.5M 112,406 +12,140 +12%
Stifel Financial
62
Stifel Financial
Missouri
$20.9M 109,210 -26,649 -20%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$20.2M 105,648 +21,915 +26%
Citigroup
64
Citigroup
New York
$20M 104,853 +18,109 +21%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$19.9M 104,378 +7,445 +8%
RA
66
Royce & Associates
New York
$19M 99,494 -7,607 -7%
ACIM
67
Azimuth Capital Investment Management
Michigan
$18.5M 96,860 +3,752 +4%
Brown Advisory
68
Brown Advisory
Maryland
$18.5M 96,769 -2,484 -3%
MCM
69
Marsico Capital Management
Colorado
$18.3M 95,771 +14,675 +18%
CDH
70
Charles D. Hyman
$18.3M 95,622 -100 -0.1%
Axa
71
Axa
France
$17.5M 91,837 +3,599 +4%
KCM
72
Kingdon Capital Management
New York
$17.2M 90,000 – –
Deutsche Bank
73
Deutsche Bank
Germany
$15.8M 82,820 +19,478 +31%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$15.3M 80,273 +2,999 +4%
Amundi
75
Amundi
France
$15M 76,345 +18,130 +31%
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