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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
Capital International Investors
California
$279M
2
Select Equity Group
Select Equity Group
New York
$85.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$59.6M
4
Lazard Asset Management
Lazard Asset Management
New York
$271M
5
Corient Private Wealth
Corient Private Wealth
Florida
$33.5M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$515M
2
Citadel Advisors
Citadel Advisors
Florida
$77.1M
3
American Century Companies
American Century Companies
Missouri
$294M
4
Renaissance Technologies
Renaissance Technologies
New York
$12.8M
5
Two Sigma Investments
Two Sigma Investments
New York
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMS
151
Pictet Asset Management (Switzerland)
Switzerland
$3.12M -$165K -963 -5%
PIM
152
Penobscot Investment Management
Massachusetts
$3.07M – – –
CHAM
153
Clear Harbor Asset Management
Connecticut
$3M +$3M +17,556 New
AAM
154
Advisors Asset Management
Colorado
$2.99M +$4.11K +24 +0.1%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$2.72M +$1.06M +6,226 +64%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$2.7M +$40.4K +237 +2%
KJHP
157
K.J. Harrison & Partners
Ontario, Canada
$2.7M – – –
CIC
158
Carnegie Investment Counsel
Ohio
$2.65M -$68.1K -398 -3%
SSA
159
Schonfeld Strategic Advisors
New York
$2.64M -$3.03M -17,740 -54%
GGHC
160
Gilder Gagnon Howe & Co
New York
$2.57M -$20.2K -118 -0.8%
Canada Pension Plan Investment Board
161
Canada Pension Plan Investment Board
Ontario, Canada
$2.57M +$2.34M +13,664 +1,015%
Toronto Dominion Bank
162
Toronto Dominion Bank
Ontario, Canada
$2.56M -$112K -658 -4%
PAS
163
Park Avenue Securities
New York
$2.53M -$141K -823 -5%
AWS
164
Atria Wealth Solutions
New York
$2.48M -$66.7K -390 -3%
OTPPB
165
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.42M -$556K -3,252 -19%
EML
166
Eos Management LP
New York
$2.33M – – –
BB
167
Bell Bank
North Dakota
$2.29M -$142K -828 -6%
Rafferty Asset Management
168
Rafferty Asset Management
New York
$2.29M -$389K -2,277 -15%
PI
169
PineBridge Investments
New York
$2.28M -$44.6K -261 -2%
DILIC
170
Dai-ichi Life Insurance Company
Japan
$2.22M -$525K -3,069 -19%
ASRS
171
Arizona State Retirement System
Arizona
$2.17M +$57.5K +336 +3%
LPL Financial
172
LPL Financial
California
$2.16M -$335K -1,958 -13%
JPMPWA
173
J.P. Morgan Private Wealth Advisors
California
$2.14M -$7.36K -43 -0.3%
Man Group
174
Man Group
United Kingdom
$2.13M -$1.21M -7,897 Closed
AI
175
AdvisorShares Investments
Maryland
$2.08M +$636K +3,720 +44%
5 6
7
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