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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.

Holders
517
Holders Change
+21
Holders Change %
+4.23%
% of All Funds
7.5%
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
1
AGF Management
Ontario, Canada
$112M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$36M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$29.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$63M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$59.9M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$65.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$165M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.2M
4
PCM
4
Peregrine Capital Management
Minnesota
$1.33M
5
Franklin Resources
5
Franklin Resources
California
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swedbank
151
Swedbank
Sweden
$3.34M +$420K +2,200 +14%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.33M -$311K -1,628 -9%
PIM
153
Penobscot Investment Management
Massachusetts
$3.33M – – –
AIM
154
ARK Investment Management
Florida
$3.3M -$219K -1,144 -6%
Assenagon Asset Management
155
Assenagon Asset Management
Luxembourg
$3.28M +$3.28M +17,192 New
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$3.25M -$1.25M -6,538 -28%
Truist Financial
157
Truist Financial
North Carolina
$3.24M -$565K -2,958 -15%
GAM
158
Groupama Asset Management
France
$3.17M -$2.4M -11,792 -43%
RC
159
Roundview Capital
New Jersey
$3.09M +$679K +3,556 +28%
AllianceBernstein
160
AllianceBernstein
Tennessee
$3.08M -$2.18M -11,397 -41%
AAM
161
Advisors Asset Management
Colorado
$3.04M +$105K +548 +4%
FAF
162
Fjarde Ap-fonden
Sweden
$2.96M -$210K -1,100 -7%
Aberdeen Group
163
Aberdeen Group
United Kingdom
$2.95M -$8.79K -46 -0.3%
CIC
164
Carnegie Investment Counsel
Ohio
$2.93M -$18.9K -99 -0.6%
LPL Financial
165
LPL Financial
California
$2.8M -$18.5K -97 -0.7%
QC
166
Quadrature Capital
United Kingdom
$2.8M +$2.8M +14,641 New
GGHC
167
Gilder Gagnon Howe & Co
New York
$2.79M -$36.1K -189 -1%
HF
168
HRT Financial
New York
$2.77M +$1.15M +6,033 +71%
QT
169
Quantbot Technologies
New York
$2.71M +$2.71M +14,167 New
JF
170
Jump Financial
Illinois
$2.71M +$1.75M +9,153 +183%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$2.7M -$1.1M -5,758 -29%
RAM
172
Resona Asset Management
Japan
$2.7M +$2.7M +14,144 New
AWS
173
Atria Wealth Solutions
New York
$2.7M -$29.4K -154 -1%
WAM
174
Wolverine Asset Management
Illinois
$2.67M – – –
AWCI
175
Alpine Woods Capital Investors
New York
$2.66M -$751K -3,621 -22%
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