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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.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+21
Holders Change %
+4.23%
% of All Funds
7.49%
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
AGF Management
Ontario, Canada
$112M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36M
3
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$29.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$63M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$59.9M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$65.9M
2
Morgan Stanley
Morgan Stanley
New York
$165M
3
Citadel Advisors
Citadel Advisors
Florida
$6.2M
4
PCM
Peregrine Capital Management
Minnesota
$1.33M
5
Franklin Resources
Franklin Resources
California
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
126
Raymond James Trust
Florida
$4.95M +$1.28M +6,700 +35%
RFC
127
Regions Financial Corp
Alabama
$4.8M -$112K -585 -2%
DAC
128
Dividend Assets Capital
South Carolina
$4.67M +$780K +4,086 +20%
ECM
129
ExodusPoint Capital Management
New York
$4.53M +$4.53M +23,704 New
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$4.46M +$145K +758 +3%
CHAM
131
Clear Harbor Asset Management
Connecticut
$4.35M +$31.3K +164 +0.7%
NAMA
132
Nikko Asset Management Americas
New York
$4.34M -$282K -1,477 -6%
APC
133
Alpine Peaks Capital
New York
$4.28M – – –
State of New Jersey Common Pension Fund D
134
State of New Jersey Common Pension Fund D
New Jersey
$4.19M – – –
CII
135
Capital International Inc
California
$4.14M +$154K +805 +4%
Mitsubishi UFJ Trust & Banking
136
Mitsubishi UFJ Trust & Banking
Japan
$4.1M -$499K -2,612 -11%
HighTower Advisors
137
HighTower Advisors
Illinois
$4.09M -$1.23M -6,425 -23%
CAN
138
Cetera Advisor Networks
California
$4.04M -$342K -1,790 -8%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$4.03M -$219K -1,147 -5%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$3.85M -$97.4K -510 -2%
AQR Capital Management
141
AQR Capital Management
Connecticut
$3.67M -$8M -41,859 -69%
DILIC
142
Dai-ichi Life Insurance Company
Japan
$3.57M -$48.3K -253 -1%
KJHP
143
K.J. Harrison & Partners
Ontario, Canada
$3.54M +$371K +1,940 +12%
CCIA
144
Campbell & Co Investment Adviser
Maryland
$3.52M +$3.52M +18,414 New
DS
145
Dudley & Shanley
Florida
$3.51M +$680K +3,560 +24%
Pictet Asset Management
146
Pictet Asset Management
Switzerland
$3.46M -$412K -2,156 -11%
SG Americas Securities
147
SG Americas Securities
New York
$3.4M +$3.15M +16,517 +1,276%
KBC Group
148
KBC Group
Belgium
$3.39M +$878K +4,599 +35%
MSV
149
MN Services Vermogensbeheer
Netherlands
$3.38M -$458K -2,400 -12%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$3.38M +$17.6K +92 +0.5%
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