HEI icon

HEICO
HEI

Overview Fund Activity

456 hedge funds and large institutions have $6.53B invested in HEICO in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 133 increasing their positions, 165 reducing their positions, and 41 closing their positions.

Holders
456
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
7.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
133
Reduced
165
Closed
41
Calls
$34.1M
Puts
$7.89M
Net Calls
+$26.2M
Net Calls Change
+$12.4M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$279M
2
Select Equity Group
2
Select Equity Group
New York
$85.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$59.6M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$271M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$33.5M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$515M
2
Citadel Advisors
2
Citadel Advisors
Florida
$77.1M
3
American Century Companies
3
American Century Companies
Missouri
$294M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$8.91M 52,067 +11,367 +28%
Wells Fargo
102
Wells Fargo
California
$8.54M 49,925 +5,573 +13%
AF
103
Alerus Financial
North Dakota
$8.44M 49,335 +49,335 New
BST
104
Bath Savings Trust
Maine
$8.03M 46,973 +465 +1%
Aviva
105
Aviva
United Kingdom
$8M 46,767 -9,421 -17%
SRC
106
Stone Run Capital
New York
$7.81M 45,666 – –
SEI Investments
107
SEI Investments
Pennsylvania
$7.59M 44,392 +4,034 +10%
CSS
108
Cubist Systematic Strategies
Connecticut
$7.54M 44,096 -78,304 -64%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$7.51M 43,902 +4,986 +13%
CCB
110
Cutter & Co Brokerage
Missouri
$7.19M 42,060 -165 -0.4%
PI
111
PGGM Investments
Netherlands
$6.78M 39,656 – –
DSC
112
Duncker Streett & Co
Missouri
$6.59M 38,502 +876 +2%
IECM
113
Intrinsic Edge Capital Management
Illinois
$6.5M 37,983 – –
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$6.18M 36,111 -1,398 -4%
JF
115
Jump Financial
Illinois
$6.13M 35,816 +35,816 New
SWP
116
Stratos Wealth Partners
Ohio
$6.05M 35,358 -3,644 -9%
Osaic Holdings
117
Osaic Holdings
Arizona
$6.02M 35,264 -677 -2%
GF
118
Gabelli Funds
New York
$5.8M 33,900 +800 +2%
CAN
119
Cetera Advisor Networks
California
$5.31M 31,068 +576 +2%
NAMA
120
Nikko Asset Management Americas
New York
$5.23M 30,565 -337 -1%
FAF
121
Fjarde Ap-fonden
Sweden
$4.87M 28,501 -7,600 -21%
US Bancorp
122
US Bancorp
Minnesota
$4.83M 28,268 +105 +0.4%
D.E. Shaw & Co
123
D.E. Shaw & Co
New York
$4.7M 27,508 -12,379 -31%
Mitsubishi UFJ Asset Management
124
Mitsubishi UFJ Asset Management
Japan
$4.51M 26,376 +3,834 +17%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$4.43M 25,897 +1,953 +8%
3 4
5
6 7