HEI icon

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
+$43.3M
2
Capital International Investors
Capital International Investors
California
+$35.9M
3
MVIP
Mar Vista Investment Partners
California
+$33.2M
4
Lazard Asset Management
Lazard Asset Management
New York
+$30.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$24M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$115M
2
Select Equity Group
Select Equity Group
New York
-$85.7M
3
BlackRock
BlackRock
New York
-$29.5M
4
Bessemer Group
Bessemer Group
New Jersey
-$20.7M
5
Millennium Management
Millennium Management
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$1.53M +$515K +2,910 +51%
Skandinaviska Enskilda Banken (SEB)
202
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.52M +$1.59K +9 +0.1%
Canada Life
203
Canada Life
Manitoba, Canada
$1.51M +$18K +101 +1%
MC
204
Moors & Cabot
Massachusetts
$1.47M +$26.4K +149 +2%
QCM
205
Quantinno Capital Management
New York
$1.45M +$723K +4,088 +100%
Aberdeen Group
206
Aberdeen Group
United Kingdom
$1.4M -$13.4K -76 -0.9%
CIS
207
Capital International Sarl
California
$1.4M – – –
Korea Investment Corp
208
Korea Investment Corp
South Korea
$1.38M -$290K -1,638 -17%
URS
209
Utah Retirement Systems
Utah
$1.38M -$53.1K -300 -4%
MW
210
Marcum Wealth
Ohio
$1.35M – – –
FA
211
FDx Advisors
Illinois
$1.35M +$682K +3,855 +103%
AWM
212
AE Wealth Management
Kansas
$1.33M -$36.3K -205 -3%
QC
213
Quadrature Capital
United Kingdom
$1.29M +$1.29M +7,262 New
VAS
214
Vestmark Advisory Solutions
Massachusetts
$1.28M -$66.9K -378 -5%
WAM
215
Wolverine Asset Management
Illinois
$1.24M -$531K -3,000 -30%
MA
216
Mezzasalma Advisors
New Jersey
$1.23M – – –
VFA
217
Voya Financial Advisors
Connecticut
$1.22M -$14.6K -83 -1%
FRM
218
Fox Run Management
Connecticut
$1.22M +$1.22M +6,891 New
SAM
219
Silvercrest Asset Management
New York
$1.19M +$1.19M +6,742 New
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$1.16M +$26.5K +150 +2%
SG Americas Securities
221
SG Americas Securities
New York
$1.16M +$672K +3,796 +138%
DCM
222
Dupont Capital Management
Delaware
$1.14M -$113K -636 -9%
AB
223
Amalgamated Bank
New York
$1.13M +$131K +742 +13%
MLL
224
Moody Lynn & Lieberson
Massachusetts
$1.12M +$1.12M +6,332 New
VAM
225
Verity Asset Management
North Carolina
$1.09M +$4.6K +26 +0.4%
7 8
9
10 11