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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 %
Rafferty Asset Management
176
Rafferty Asset Management
New York
$2.14M +$234K +1,309 +12%
Marshall Wace
177
Marshall Wace
United Kingdom
$2.02M +$2.02M +11,299 New
DnB Asset Management
178
DnB Asset Management
Norway
$1.99M -$83.7K -468 -4%
PA
179
PFG Advisors
Arizona
$1.96M +$1.67M +9,346 +579%
BB
180
Bell Bank
North Dakota
$1.95M -$241K -1,345 -11%
SAM
181
Silvercrest Asset Management
New York
$1.93M +$306K +1,712 +19%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$1.9M +$93.3K +520 +5%
CRC
183
Curi RMB Capital
Illinois
$1.89M +$2.68K +15 +0.1%
PP
184
PFS Partners
New Jersey
$1.88M +$1.88M +10,483 New
IIM
185
INTECH Investment Management
Florida
$1.7M +$109K +611 +7%
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$1.69M -$1.5M -8,380 -47%
FPAS
187
Focus Partners Advisor Solutions
Missouri
$1.68M -$21.8K -122 -1%
ATPW
188
Ashton Thomas Private Wealth
Arizona
$1.64M – – –
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$1.63M +$58.3K +326 +4%
Focus Partners Wealth
190
Focus Partners Wealth
Massachusetts
$1.55M +$1.55M +8,661 New
Principal Financial Group
191
Principal Financial Group
Iowa
$1.52M -$44.4K -248 -3%
HF
192
HRT Financial
New York
$1.52M +$1.52M +8,490 New
TFS
193
Thoroughbred Financial Services
Tennessee
$1.5M +$532K +2,973 +55%
LTAS
194
Linden Thomas Advisory Services
North Carolina
$1.46M +$40.6K +227 +3%
Canada Life
195
Canada Life
Manitoba, Canada
$1.44M -$58K -326 -4%
Balyasny Asset Management
196
Balyasny Asset Management
Illinois
$1.41M -$33.1M -185,104 -96%
URS
197
Utah Retirement Systems
Utah
$1.39M – – –
AIMCA
198
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.38M +$483K +2,700 +54%
Toronto Dominion Bank
199
Toronto Dominion Bank
Ontario, Canada
$1.37M -$474K -2,650 -26%
MW
200
Marcum Wealth
Ohio
$1.37M – – –
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