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HEICO
HEI

Overview Fund Activity

517 hedge funds and large institutions have $7.3B invested in HEICO in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 174 increasing their positions, 174 reducing their positions, and 34 closing their positions.

Holders
517
Holders Change
+21
Holders Change %
+4.23%
% of All Funds
7.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
62
Increased
174
Reduced
174
Closed
34
Calls
$49.5M
Puts
$12.1M
Net Calls
+$37.4M
Net Calls Change
+$14.3M

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$112M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$36M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$29.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$63M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$59.9M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$65.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$165M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.2M
4
PCM
4
Peregrine Capital Management
Minnesota
$1.33M
5
Franklin Resources
5
Franklin Resources
California
$1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$940M 4,922,172 -72,613 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$691M 3,618,813 -1,914 -0.1%
Capital World Investors
3
Capital World Investors
California
$616M 3,225,091 -51,235 -2%
Capital International Investors
4
Capital International Investors
California
$385M 2,016,076 +74,730 +4%
Lazard Asset Management
5
Lazard Asset Management
New York
$320M 1,673,052 -21,636 -1%
State Street
6
State Street
Massachusetts
$295M 1,542,122 +6,633 +0.4%
RP
7
Riverbridge Partners
Minnesota
$213M 1,114,372 -31,202 -3%
Morgan Stanley
8
Morgan Stanley
New York
$165M 863,353 -458,287 -35%
American Century Companies
9
American Century Companies
Missouri
$133M 696,092 -73,870 -10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$130M 680,786 +13,483 +2%
Federated Hermes
11
Federated Hermes
Pennsylvania
$114M 594,492 +27,389 +5%
AM
12
AGF Management
Ontario, Canada
$112M 587,320 +571,112 +3,524%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$105M 548,217 -6,940 -1%
FAM
14
Fred Alger Management
New York
$90.8M 475,496 -95,654 -17%
CS
15
Credit Suisse
Switzerland
$80M 419,048 -64,430 -13%
Charles Schwab
16
Charles Schwab
California
$77.2M 404,251 +6,828 +2%
Goldman Sachs
17
Goldman Sachs
New York
$70.8M 370,649 -5,457 -1%
Invesco
18
Invesco
Georgia
$70M 366,246 +6,374 +2%
EAM
19
EULAV Asset Management
Florida
$67.2M 352,093 +66,800 +23%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$65.9M 344,798 -593,552 -63%
Bank of America
21
Bank of America
North Carolina
$64M 335,327 -13,213 -4%
Barclays
22
Barclays
United Kingdom
$63.9M 334,723 +37,850 +13%
Two Sigma Investments
23
Two Sigma Investments
New York
$63M 329,766 +132,090 +67%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$59.9M 313,378 +87,800 +39%
Northern Trust
25
Northern Trust
Illinois
$55.7M 291,675 -14,431 -5%
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