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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.

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

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$515M
2
Citadel Advisors
2
Citadel Advisors
Florida
$77.1M
3
American Century Companies
3
American Century Companies
Missouri
$294M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$867M 5,069,986 -50,695 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$580M 3,392,926 -15,122 -0.4%
Capital World Investors
3
Capital World Investors
California
$515M 3,011,526 -411,029 -12%
American Century Companies
4
American Century Companies
Missouri
$294M 1,723,973 -299,647 -15%
Capital International Investors
5
Capital International Investors
California
$279M 1,632,188 +633,228 +63%
Lazard Asset Management
6
Lazard Asset Management
New York
$271M 1,581,515 +218,358 +16%
State Street
7
State Street
Massachusetts
$249M 1,457,825 +35,765 +3%
RP
8
Riverbridge Partners
Minnesota
$197M 1,153,296 -21,054 -2%
FAM
9
Fred Alger Management
New York
$102M 596,339 -32,450 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$99.9M 584,956 +39,752 +7%
Morgan Stanley
11
Morgan Stanley
New York
$94.1M 550,027 +165,102 +43%
Franklin Resources
12
Franklin Resources
California
$91.3M 534,031 +2,342 +0.4%
Bank of America
13
Bank of America
North Carolina
$86M 502,681 -40,524 -7%
Select Equity Group
14
Select Equity Group
New York
$85.7M 501,111 +501,111 New
CS
15
Credit Suisse
Switzerland
$83M 485,085 -30,685 -6%
Bessemer Group
16
Bessemer Group
New Jersey
$79.2M 463,016 -3,375 -0.7%
Citadel Advisors
17
Citadel Advisors
Florida
$77.1M 450,548 -386,416 -46%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$76.4M 446,640 -82,139 -16%
Goldman Sachs
19
Goldman Sachs
New York
$62.7M 366,578 -61,961 -14%
Federated Hermes
20
Federated Hermes
Pennsylvania
$62M 362,502 +14,997 +4%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$59.6M 348,363 +277,297 +390%
Jennison Associates
22
Jennison Associates
New York
$56.8M 331,910 +757 +0.2%
Northern Trust
23
Northern Trust
Illinois
$56.1M 328,136 -6,426 -2%
PCM
24
Peregrine Capital Management
Minnesota
$54.8M 320,421 +1,787 +0.6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$52.8M 308,906 -7,316 -2%
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