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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 Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$12.2M -$8.96M -50,099 -42%
CAM
77
Congress Asset Management
Massachusetts
$12.2M -$100K -560 -0.8%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$12.2M +$35.4K +198 +0.3%
Wells Fargo
79
Wells Fargo
California
$12M -$8.05K -45 -0.1%
Nomura Asset Management
80
Nomura Asset Management
Japan
$11.9M +$311K +1,741 +3%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$11.6M +$427K +2,389 +4%
Deutsche Bank
82
Deutsche Bank
Germany
$11.3M +$44.9K +251 +0.4%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$11.1M +$1.5M +8,378 +16%
AQR Capital Management
84
AQR Capital Management
Connecticut
$10.9M -$3.72M -20,810 -25%
Millennium Management
85
Millennium Management
New York
$10.4M +$2.38M +13,301 +30%
SCA
86
Snowden Capital Advisors
New York
$10.3M +$205K +1,148 +2%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$10.3M -$251K -1,403 -2%
Asset Management One
88
Asset Management One
Japan
$10.2M -$515K -2,879 -5%
Amundi
89
Amundi
France
$9.93M -$1.69M -9,907 -15%
GIA
90
Gateway Investment Advisers
Ohio
$9.31M – – –
Connor, Clark & Lunn Investment Management (CC&L)
91
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.11M -$5.54M -30,958 -38%
ZEP
92
Zeno Equity Partners
United Kingdom
$9.05M +$9.05M +63,537 New
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$8.9M +$1.91M +10,660 +27%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$8.89M +$13.8K +77 +0.2%
Victory Capital Management
95
Victory Capital Management
Texas
$8.8M -$1.42M -7,966 -14%
CCB
96
Cutter & Co Brokerage
Missouri
$8.59M +$79.2K +443 +0.9%
BST
97
Bath Savings Trust
Maine
$8.24M +$68.1K +381 +0.8%
DCM
98
Driehaus Capital Management
Illinois
$7.85M -$8.23K -46 -0.1%
ICP
99
Ironvine Capital Partners
Nebraska
$7.84M -$1.81M -10,147 -19%
SRC
100
Stone Run Capital
New York
$7.64M -$528K -2,950 -6%
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4
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