HEI icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
Korea Investment Corp
176
Korea Investment Corp
South Korea
$2.41M -$4.17M -21,836 -63%
PAG
177
Private Advisor Group
New Jersey
$2.38M +$4.2K +22 +0.2%
M&T Bank
178
M&T Bank
New York
$2.38M -$86K -450 -3%
Focus Partners Wealth
179
Focus Partners Wealth
Massachusetts
$2.37M +$711K +3,723 +43%
US Bancorp
180
US Bancorp
Minnesota
$2.35M -$2.5M -13,081 -52%
SAM
181
Silvercrest Asset Management
New York
$2.33M +$269K +1,406 +13%
ASRS
182
Arizona State Retirement System
Arizona
$2.3M +$2.1K +11 +0.1%
GLAM
183
Gardner Lewis Asset Management
Pennsylvania
$2.24M +$1.14M +5,990 +104%
CRC
184
Curi RMB Capital
Illinois
$2.22M +$200K +1,045 +10%
Millennium Management
185
Millennium Management
New York
$2.21M -$8.89M -46,535 -80%
Cerity Partners
186
Cerity Partners
New York
$2.21M +$1.04M +5,466 +90%
Man Group
187
Man Group
United Kingdom
$2.15M +$2.15M +11,282 New
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$2.1M -$383K -2,006 -15%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$2.08M +$26.1K +134 +1%
PP
190
PFS Partners
New Jersey
$2M – – –
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$1.96M +$223K +1,169 +13%
DnB Asset Management
192
DnB Asset Management
Norway
$1.95M -$169K -887 -8%
PA
193
PFG Advisors
Arizona
$1.93M -$159K -830 -8%
BB
194
Bell Bank
North Dakota
$1.88M -$210K -1,099 -10%
Rafferty Asset Management
195
Rafferty Asset Management
New York
$1.82M -$457K -2,392 -20%
CAM
196
Cresset Asset Management
Illinois
$1.79M +$1.13M +5,912 +171%
ATPW
197
Ashton Thomas Private Wealth
Arizona
$1.71M -$39.5K -207 -2%
PD
198
Point72 (DIFC)
United Arab Emirates
$1.68M +$1.68M +8,807 New
FPAS
199
Focus Partners Advisor Solutions
Missouri
$1.68M -$117K -613 -7%
PHK
200
Point72 Hong Kong
Hong Kong
$1.6M +$1.6M +8,355 New
6 7
8
9 10