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HEICO
HEI

Overview Fund Activity

473 hedge funds and large institutions have $6.74B invested in HEICO in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 182 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+17
Holders Change %
+3.73%
% of All Funds
7.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
52
Increased
127
Reduced
182
Closed
32
Calls
$32M
Puts
$20M
Net Calls
+$11.9M
Net Calls Change
-$14.3M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$43.3M
2
Capital International Investors
Capital International Investors
California
+$35.9M
3
MVIP
Mar Vista Investment Partners
California
+$33.2M
4
Lazard Asset Management
Lazard Asset Management
New York
+$30.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$24M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$115M
2
Select Equity Group
Select Equity Group
New York
-$85.7M
3
BlackRock
BlackRock
New York
-$29.5M
4
Bessemer Group
Bessemer Group
New Jersey
-$20.7M
5
Millennium Management
Millennium Management
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
ARK Investment Management
Florida
$3.54M -$156K -884 -4%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$3.52M -$25.8K -146 -0.7%
PAMS
153
Pictet Asset Management (Switzerland)
Switzerland
$3.34M +$108K +610 +3%
Swedbank
154
Swedbank
Sweden
$3.34M +$35.4K +200 +1%
AllianceBernstein
155
AllianceBernstein
Tennessee
$3.28M +$18.4K +104 +0.6%
WMSA
156
Weiss Multi-Strategy Advisers
New York
$3.19M +$3.19M +18,007 New
PIM
157
Penobscot Investment Management
Massachusetts
$3.13M -$46K -260 -1%
PI
158
Putnam Investments
Massachusetts
$3.11M -$450K -2,544 -13%
FRAF
159
Första AP-fonden
Sweden
$3.04M +$3.04M +17,200 New
AAM
160
Advisors Asset Management
Colorado
$2.99M -$96.4K -545 -3%
KJHP
161
K.J. Harrison & Partners
Ontario, Canada
$2.96M +$176K +1,000 +6%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$2.89M +$92.7K +524 +3%
Walleye Capital
163
Walleye Capital
New York
$2.87M +$2.87M +16,198 New
AI
164
AdvisorShares Investments
Maryland
$2.86M +$702K +3,968 +33%
DILIC
165
Dai-ichi Life Insurance Company
Japan
$2.82M +$524K +2,959 +23%
LPL Financial
166
LPL Financial
California
$2.82M +$579K +3,275 +26%
CIC
167
Carnegie Investment Counsel
Ohio
$2.81M +$64.4K +364 +2%
Canada Pension Plan Investment Board
168
Canada Pension Plan Investment Board
Ontario, Canada
$2.66M – – –
JCA
169
Jade Capital Advisors
New Jersey
$2.65M +$2.65M +15,000 New
GGHC
170
Gilder Gagnon Howe & Co
New York
$2.65M -$8.67K -49 -0.3%
DS
171
Dudley & Shanley
Florida
$2.63M +$1.24M +7,000 +89%
DAC
172
Dividend Assets Capital
South Carolina
$2.56M +$838K +4,735 +49%
AWS
173
Atria Wealth Solutions
New York
$2.55M -$20.5K -116 -0.8%
EML
174
Eos Management LP
New York
$2.41M – – –
PAS
175
Park Avenue Securities
New York
$2.33M -$290K -1,641 -11%
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