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HEICO
HEI

Overview Fund Activity

456 hedge funds and large institutions have $6.53B invested in HEICO in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 133 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
7.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
133
Reduced
165
Closed
41
Calls
$34.1M
Puts
$7.89M
Net Calls
+$26.2M
Net Calls Change
+$12.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$279M
2
Select Equity Group
Select Equity Group
New York
$85.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$59.6M
4
Lazard Asset Management
Lazard Asset Management
New York
$271M
5
Corient Private Wealth
Corient Private Wealth
Florida
$33.5M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$515M
2
Citadel Advisors
Citadel Advisors
Florida
$77.1M
3
American Century Companies
American Century Companies
Missouri
$294M
4
Renaissance Technologies
Renaissance Technologies
New York
$12.8M
5
Two Sigma Investments
Two Sigma Investments
New York
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
201
Marcum Wealth
Ohio
$1.31M – – –
VAS
202
Vestmark Advisory Solutions
Massachusetts
$1.3M +$42.2K +247 +3%
IWP
203
Icon Wealth Partners
Texas
$1.23M +$1.23M +7,184 New
DCM
204
Dupont Capital Management
Delaware
$1.21M -$456K -2,664 -27%
VFA
205
Voya Financial Advisors
Connecticut
$1.19M -$188K -1,107 -14%
MA
206
Mezzasalma Advisors
New Jersey
$1.18M – – –
Janus Henderson Group
207
Janus Henderson Group
United Kingdom
$1.12M +$1.88K +11 +0.2%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$1.1M +$27K +158 +3%
CC
209
Centiva Capital
New York
$1.06M +$745K +4,353 +237%
FHB
210
First Hawaiian Bank
Hawaii
$1.05M +$47K +275 +5%
VAM
211
Verity Asset Management
North Carolina
$1.04M -$25.1K -147 -2%
ET
212
Equitable Trust
Tennessee
$1.03M – – –
GIBU
213
Gulf International Bank (UK)
United Kingdom
$1.02M -$317K -1,856 -24%
IWM
214
IHT Wealth Management
Illinois
$1M +$2.74K +16 +0.3%
X
215
Xponance
Pennsylvania
$1M -$4.62K -27 -0.5%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$977K -$106K -618 -10%
AB
217
Amalgamated Bank
New York
$965K +$113K +661 +13%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$942K -$15.4K -90 -2%
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
$930K +$22.2K +131 +2%
BWA
220
Burt Wealth Advisors
Maryland
$916K – – –
RJFSA
221
Raymond James Financial Services Advisors
Florida
$913K +$188K +1,101 +26%
II
222
IFM Investors
Australia
$899K +$29.9K +175 +3%
OPERF
223
Oregon Public Employees Retirement Fund
Oregon
$896K +$57.5K +336 +7%
PAM
224
Panagora Asset Management
Massachusetts
$892K -$25.3K -148 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
225
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$890K +$479K +2,800 +117%
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