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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 %
PIM
151
Penobscot Investment Management
Massachusetts
$3.12M -$8.94K -50 -0.3%
KJHP
152
K.J. Harrison & Partners
Ontario, Canada
$2.97M -$32.2K -180 -1%
FAF
153
Fjarde Ap-fonden
Sweden
$2.97M -$1.56M -8,700 -34%
AWCI
154
Alpine Woods Capital Investors
New York
$2.94M -$1.04M -5,838 -26%
DZ Bank
155
DZ Bank
Germany
$2.93M -$238K -1,330 -8%
AM
156
AGF Management
Ontario, Canada
$2.9M +$2.9M +16,208 New
Squarepoint
157
Squarepoint
New York
$2.9M +$920K +5,141 +47%
Aberdeen Group
158
Aberdeen Group
United Kingdom
$2.77M +$1.4M +7,850 +103%
EP
159
Edgestream Partners
New Jersey
$2.77M +$2.77M +15,472 New
CIC
160
Carnegie Investment Counsel
Ohio
$2.76M -$101K -563 -4%
AAM
161
Advisors Asset Management
Colorado
$2.75M -$118K -662 -4%
Swedbank
162
Swedbank
Sweden
$2.74M +$2.74M +15,300 New
DS
163
Dudley & Shanley
Florida
$2.65M – – –
GGHC
164
Gilder Gagnon Howe & Co
New York
$2.65M -$1.07K -6 -0%
LPL Financial
165
LPL Financial
California
$2.64M -$601K -3,360 -19%
MML Investors Services
166
MML Investors Services
Massachusetts
$2.61M -$1.25M -6,984 -32%
AWS
167
Atria Wealth Solutions
New York
$2.55M +$715 +4 +0%
WAM
168
Wolverine Asset Management
Illinois
$2.5M -$179K -1,000 -7%
KBC Group
169
KBC Group
Belgium
$2.35M -$626K -3,500 -21%
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$2.32M -$330K -1,845 -12%
M&T Bank
171
M&T Bank
New York
$2.31M -$51.1K -286 -2%
RC
172
Roundview Capital
New Jersey
$2.26M +$266K +1,488 +13%
PAG
173
Private Advisor Group
New Jersey
$2.23M +$14.5K +81 +0.7%
VMPIC
174
Varma Mutual Pension Insurance Co
Finland
$2.22M +$2.22M +12,400 New
ASRS
175
Arizona State Retirement System
Arizona
$2.15M +$16.3K +91 +0.8%
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