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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.

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
1
TD Asset Management
Ontario, Canada
$43.9M
2
Capital International Investors
2
Capital International Investors
California
$325M
3
MVIP
3
Mar Vista Investment Partners
California
$37.7M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$311M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$88.1M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$190M
2
Select Equity Group
2
Select Equity Group
New York
$0
3
BlackRock
3
BlackRock
New York
$868M
4
Bessemer Group
4
Bessemer Group
New Jersey
$61.2M
5
Millennium Management
5
Millennium Management
New York
$4.22M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$868M 4,903,519 -166,467 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$603M 3,407,156 +14,230 +0.4%
Capital World Investors
3
Capital World Investors
California
$529M 2,987,318 -24,208 -0.8%
Capital International Investors
4
Capital International Investors
California
$325M 1,835,319 +203,131 +12%
Lazard Asset Management
5
Lazard Asset Management
New York
$311M 1,754,833 +173,318 +11%
State Street
6
State Street
Massachusetts
$260M 1,466,380 +8,555 +0.6%
RP
7
Riverbridge Partners
Minnesota
$212M 1,198,169 +44,873 +4%
American Century Companies
8
American Century Companies
Missouri
$190M 1,072,998 -650,975 -38%
Morgan Stanley
9
Morgan Stanley
New York
$115M 650,749 +100,722 +18%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$107M 606,646 +21,690 +4%
Citadel Advisors
11
Citadel Advisors
Florida
$102M 577,665 +127,117 +28%
FAM
12
Fred Alger Management
New York
$99.6M 563,152 -33,187 -6%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$94.7M 535,295 +88,655 +20%
Franklin Resources
14
Franklin Resources
California
$94.6M 534,787 +756 +0.1%
CS
15
Credit Suisse
Switzerland
$89M 503,102 +18,017 +4%
Federated Hermes
16
Federated Hermes
Pennsylvania
$88.1M 497,886 +135,384 +37%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$79.7M 450,154 +101,791 +29%
Bank of America
18
Bank of America
North Carolina
$77.6M 438,289 -64,392 -13%
Bessemer Group
19
Bessemer Group
New Jersey
$61.2M 345,974 -117,042 -25%
Goldman Sachs
20
Goldman Sachs
New York
$60.9M 344,183 -22,395 -6%
Northern Trust
21
Northern Trust
Illinois
$54.8M 309,784 -18,352 -6%
Invesco
22
Invesco
Georgia
$54.5M 307,801 +3,454 +1%
Jennison Associates
23
Jennison Associates
New York
$54.1M 305,556 -26,354 -8%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$52.7M 297,589 -11,317 -4%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$52.3M 295,760 +3,168 +1%
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