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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
$43.9M
2
Capital International Investors
Capital International Investors
California
$325M
3
MVIP
Mar Vista Investment Partners
California
$37.7M
4
Lazard Asset Management
Lazard Asset Management
New York
$311M
5
Federated Hermes
Federated Hermes
Pennsylvania
$88.1M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$190M
2
Select Equity Group
Select Equity Group
New York
$0
3
BlackRock
BlackRock
New York
$868M
4
Bessemer Group
Bessemer Group
New Jersey
$61.2M
5
Millennium Management
Millennium Management
New York
$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
176
Bell Bank
North Dakota
$2.26M -$115K -652 -5%
PAG
177
Private Advisor Group
New Jersey
$2.22M +$125K +706 +6%
Toronto Dominion Bank
178
Toronto Dominion Bank
Ontario, Canada
$2.2M -$442K -2,499 -17%
Voloridge Investment Management
179
Voloridge Investment Management
Florida
$2.14M +$1.69M +9,540 +374%
ASRS
180
Arizona State Retirement System
Arizona
$2.11M -$132K -744 -6%
JPMPWA
181
J.P. Morgan Private Wealth Advisors
California
$2.1M -$114K -644 -5%
Rafferty Asset Management
182
Rafferty Asset Management
New York
$2.07M -$296K -1,672 -13%
PI
183
PineBridge Investments
New York
$2.06M -$296K -1,674 -13%
D.E. Shaw & Co
184
D.E. Shaw & Co
New York
$2.03M -$2.84M -16,045 -58%
OQS
185
Occudo Quantitative Strategies
Florida
$2.01M +$2.01M +11,349 New
M&T Bank
186
M&T Bank
New York
$1.99M +$1.42M +8,007 +246%
CRC
187
Curi RMB Capital
Illinois
$1.98M – – –
Verition Fund Management
188
Verition Fund Management
Connecticut
$1.97M +$1.19M +6,746 +153%
RC
189
Roundview Capital
New Jersey
$1.95M +$1.95M +11,008 New
PCM
190
Pinnbrook Capital Management
New York
$1.85M +$273K +1,542 +17%
OTPPB
191
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.83M -$673K -3,804 -27%
GKFF
192
George Kaiser Family Foundation
Oklahoma
$1.8M -$354K -2,000 -16%
Aviva
193
Aviva
United Kingdom
$1.79M -$6.48M -36,623 -78%
LTAS
194
Linden Thomas Advisory Services
North Carolina
$1.72M +$23.5K +133 +1%
TPM
195
Triasima Portfolio Management
Quebec, Canada
$1.69M -$253K -1,080 -13%
FPAS
196
Focus Partners Advisor Solutions
Missouri
$1.66M +$1.66M +9,397 New
ATPW
197
Ashton Thomas Private Wealth
Arizona
$1.62M -$23.5K -133 -1%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$1.61M -$8.97M -50,563 -85%
QT
199
Quantbot Technologies
New York
$1.57M +$870K +4,918 +124%
CG
200
Colony Group
Massachusetts
$1.57M – – –
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