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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 %
BST
101
Bath Savings Trust
Maine
$8.76M 45,844 -225 -0.5%
CSS
102
Cubist Systematic Strategies
Connecticut
$8.55M 44,782 +44,782 New
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$8.5M 44,517 +39,048 +714%
SAM
104
Scopus Asset Management
New York
$8.4M 44,000 +44,000 New
ICP
105
Ironvine Capital Partners
Nebraska
$8.33M 43,615 -221 -0.5%
DSC
106
Duncker Streett & Co
Missouri
$8.19M 42,901 +920 +2%
SRC
107
Stone Run Capital
New York
$8.16M 42,716 – –
SAM
108
Sawgrass Asset Management
Florida
$7.68M 40,227 -1,917 -5%
AF
109
Alerus Financial
North Dakota
$7.6M 39,816 -555 -1%
IECM
110
Intrinsic Edge Capital Management
Illinois
$7.25M 37,983 – –
PI
111
PGGM Investments
Netherlands
$6.85M 35,843 -3,378 -9%
MWM
112
MinichMacGregor Wealth Management
New York
$6.68M 35,508 +35,508 New
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$6.57M 34,397 +4,816 +16%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$6.55M 34,306 +1,766 +5%
Voloridge Investment Management
115
Voloridge Investment Management
Florida
$6.33M 33,165 +11,360 +52%
CCM
116
Carderock Capital Management
Maryland
$6.29M 32,926 +4,564 +16%
Citadel Advisors
117
Citadel Advisors
Florida
$6.2M 32,465 -435,604 -93%
GF
118
Gabelli Funds
New York
$6.09M 31,900 -300 -0.9%
SWP
119
Stratos Wealth Partners
Ohio
$6.04M 31,597 +333 +1%
AI
120
AdvisorShares Investments
Maryland
$5.8M 30,349 +11,220 +59%
CI
121
Capital International
California
$5.79M 30,335 +787 +3%
KM
122
KP Management
Minnesota
$5.68M 29,750 – –
Jane Street
123
Jane Street
New York
$5.48M 28,710 -5,039 -15%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$5.31M 27,804 +18,353 +194%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$5.11M 26,747 +25,447 +1,957%
3 4
5
6 7