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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$236M
2
Citadel Advisors
Citadel Advisors
Florida
$83.7M
3
Capital World Investors
Capital World Investors
California
$586M
4
Two Sigma Investments
Two Sigma Investments
New York
$35.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$168M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$20.1M
2
American Century Companies
American Century Companies
Missouri
$138M
3
Bessemer Group
Bessemer Group
New Jersey
$432K
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$4.39M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAMA
126
Nikko Asset Management Americas
New York
$4.33M -$437K -2,445 -9%
Mitsubishi UFJ Trust & Banking
127
Mitsubishi UFJ Trust & Banking
Japan
$4.31M -$141K -787 -3%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$4.22M +$3.42M +19,112 +428%
ACM
129
Aquatic Capital Management
Illinois
$4.19M +$4.19M +23,400 New
CAN
130
Cetera Advisor Networks
California
$4.11M -$511K -2,858 -11%
CHAM
131
Clear Harbor Asset Management
Connecticut
$4.04M +$66.5K +372 +2%
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$4.04M -$127K -711 -3%
APC
133
Alpine Peaks Capital
New York
$4.01M – – –
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$3.98M -$511K -2,855 -11%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$3.93M – – –
Voloridge Investment Management
136
Voloridge Investment Management
Florida
$3.9M -$4.13M -23,110 -51%
CII
137
Capital International Inc
California
$3.73M +$1.08M +6,044 +41%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$3.7M +$37.7K +211 +1%
DAC
139
Dividend Assets Capital
South Carolina
$3.64M +$47K +263 +1%
Pictet Asset Management
140
Pictet Asset Management
Switzerland
$3.63M +$96.8K +541 +3%
MSV
141
MN Services Vermogensbeheer
Netherlands
$3.6M -$161K -900 -4%
Osaic Holdings
142
Osaic Holdings
Arizona
$3.59M -$3.23M -18,068 -47%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$3.56M +$13.2K +74 +0.4%
Truist Financial
144
Truist Financial
North Carolina
$3.56M -$499K -2,787 -12%
RJT
145
Raymond James Trust
Florida
$3.44M +$1.61M +9,000 +88%
AI
146
AdvisorShares Investments
Maryland
$3.42M +$355K +1,982 +12%
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.41M +$92.3K +516 +3%
DILIC
148
Dai-ichi Life Insurance Company
Japan
$3.39M +$498K +2,786 +17%
AIM
149
ARK Investment Management
Florida
$3.29M -$177K -988 -5%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$3.14M +$88.5K +495 +3%
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