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HEICO
HEI

Overview Fund Activity

496 hedge funds and large institutions have $6.84B invested in HEICO in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 153 increasing their positions, 158 reducing their positions, and 44 closing their positions.

Holders
496
Holders Change
+30
Holders Change %
+6.44%
% of All Funds
7.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
153
Reduced
158
Closed
44
Calls
$40.9M
Puts
$17.8M
Net Calls
+$23.1M
Net Calls Change
+$13.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$236M
2
Citadel Advisors
2
Citadel Advisors
Florida
$83.7M
3
Capital World Investors
3
Capital World Investors
California
$586M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$35.4M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$168M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$20.1M
2
American Century Companies
2
American Century Companies
Missouri
$138M
3
Bessemer Group
3
Bessemer Group
New Jersey
$432K
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$4.39M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$893M 4,994,785 +103,157 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$648M 3,620,727 +129,442 +4%
Capital World Investors
3
Capital World Investors
California
$586M 3,276,326 +311,304 +10%
Capital International Investors
4
Capital International Investors
California
$347M 1,941,346 +1,869 +0.1%
Lazard Asset Management
5
Lazard Asset Management
New York
$303M 1,694,688 -28,378 -2%
State Street
6
State Street
Massachusetts
$275M 1,535,489 +78,101 +5%
Morgan Stanley
7
Morgan Stanley
New York
$236M 1,321,640 +679,151 +106%
RP
8
Riverbridge Partners
Minnesota
$205M 1,145,574 -24,591 -2%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$168M 938,350 +131,182 +16%
American Century Companies
10
American Century Companies
Missouri
$138M 769,962 -256,175 -25%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$119M 667,303 +48,091 +8%
FAM
12
Fred Alger Management
New York
$102M 571,150 -6,031 -1%
Federated Hermes
13
Federated Hermes
Pennsylvania
$101M 567,103 +45,993 +9%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$99.3M 555,157 -385 -0.1%
CS
15
Credit Suisse
Switzerland
$86.5M 483,478 -17,993 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$83.7M 468,069 +349,379 +294%
Charles Schwab
17
Charles Schwab
California
$71.1M 397,423 +10,396 +3%
Goldman Sachs
18
Goldman Sachs
New York
$67.3M 376,106 +30,370 +9%
Invesco
19
Invesco
Georgia
$64.4M 359,872 +29,929 +9%
Bank of America
20
Bank of America
North Carolina
$62.3M 348,540 -105,613 -23%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$55.4M 309,977 -47,131 -13%
Northern Trust
22
Northern Trust
Illinois
$54.8M 306,106 -14,450 -5%
Barclays
23
Barclays
United Kingdom
$53.1M 296,873 +83,279 +39%
EAM
24
EULAV Asset Management
Florida
$51M 285,293 +51,700 +22%
Jennison Associates
25
Jennison Associates
New York
$51M 284,852 -137 -0%
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