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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 %
CIS
101
Capital International Sarl
California
$7.54M +$1.51M +8,426 +25%
SAM
102
Sawgrass Asset Management
Florida
$7.54M +$2M +11,207 +36%
DSC
103
Duncker Streett & Co
Missouri
$7.51M +$370K +2,067 +5%
AF
104
Alerus Financial
North Dakota
$7.22M -$1.61M -9,013 -18%
PI
105
PGGM Investments
Netherlands
$7.02M – – –
IECM
106
Intrinsic Edge Capital Management
Illinois
$6.79M – – –
Norges Bank
107
Norges Bank
Norway
$6.25M +$1.01M +5,672 +19%
Korea Investment Corp
108
Korea Investment Corp
South Korea
$6.16M +$2.15M +12,047 +54%
Jane Street
109
Jane Street
New York
$6.04M +$3.11M +17,377 +106%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$5.82M -$8.12M -45,406 -58%
GF
111
Gabelli Funds
New York
$5.76M -$304K -1,700 -5%
SWP
112
Stratos Wealth Partners
Ohio
$5.59M -$29.5K -165 -0.5%
KM
113
KP Management
Minnesota
$5.32M +$5.32M +29,750 New
CI
114
Capital International
California
$5.29M +$1.24M +6,920 +31%
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$5.14M +$69K +397 +1%
CCM
116
Carderock Capital Management
Maryland
$5.07M +$327K +1,826 +7%
HighTower Advisors
117
HighTower Advisors
Illinois
$4.98M -$138K -769 -3%
AllianceBernstein
118
AllianceBernstein
Tennessee
$4.93M +$2.09M +11,667 +73%
GAM
119
Groupama Asset Management
France
$4.9M +$4.9M +27,382 New
Canada Pension Plan Investment Board
120
Canada Pension Plan Investment Board
Ontario, Canada
$4.87M – – –
First Trust Advisors
121
First Trust Advisors
Illinois
$4.62M -$15.4M -85,992 -77%
RFC
122
Regions Financial Corp
Alabama
$4.6M +$11.1K +62 +0.2%
US Bancorp
123
US Bancorp
Minnesota
$4.54M -$379K -2,117 -8%
PAMP
124
Polar Asset Management Partners
Ontario, Canada
$4.4M +$4.4M +24,600 New
Point72 Asset Management
125
Point72 Asset Management
Connecticut
$4.39M -$35.3M -197,449 -89%
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5
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