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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$4.41M -$177K -1,034 -4%
Mitsubishi UFJ Trust & Banking
127
Mitsubishi UFJ Trust & Banking
Japan
$4.36M -$25.1K -147 -0.6%
MML Investors Services
128
MML Investors Services
Massachusetts
$4.31M -$198K -1,158 -4%
MVIP
129
Mar Vista Investment Partners
California
$4.29M +$4.29M +25,107 New
APC
130
Alpine Peaks Capital
New York
$4.25M -$103K -600 -2%
Truist Financial
131
Truist Financial
North Carolina
$4.22M +$7.18K +42 +0.2%
ACM
132
Aubrey Capital Management
United Kingdom
$4.14M – – –
CCM
133
Carderock Capital Management
Maryland
$4.11M +$4.11M +24,057 New
KBC Group
134
KBC Group
Belgium
$3.96M -$311K -1,820 -7%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$3.95M +$194K +1,137 +5%
HF
136
HRT Financial
New York
$3.94M +$3.94M +23,056 New
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.85M -$120K -700 -3%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$3.75M – – –
DZ Bank
139
DZ Bank
Germany
$3.67M +$154K +903 +4%
MSV
140
MN Services Vermogensbeheer
Netherlands
$3.64M – – –
AWCI
141
Alpine Woods Capital Investors
New York
$3.63M -$166K -970 -4%
RI
142
Redwood Investments
Massachusetts
$3.58M +$3.3M +19,321 +1,209%
AIM
143
ARK Investment Management
Florida
$3.57M -$125K -728 -3%
HighTower Advisors
144
HighTower Advisors
Illinois
$3.51M -$53.3K -312 -1%
PI
145
Putnam Investments
Massachusetts
$3.45M -$415K -2,428 -11%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$3.43M +$38.5K +225 +1%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$3.42M +$23.9K +140 +0.7%
Swedbank
148
Swedbank
Sweden
$3.19M -$68.4K -400 -2%
SAM
149
Security Asset Management
New York
$3.17M -$571K -3,339 -15%
AllianceBernstein
150
AllianceBernstein
Tennessee
$3.15M -$3.06M -17,910 -49%
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