HEI Institutional Ownership
HEICO Corporation
1W: -2.0%
1M: -6.4%
3M: -17.2%
YTD: -8.2%
1Y: -5.5%
3Y: +89.0%
5Y: +125.4%
$302.45
-3.94 (-1.29%)
Weekly Expected Move ±3.5%
$281
$292
$302
$313
$323
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Institutional Ownership — HEI
850
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$14B
Total Invested
120
New Positions
256
Increased
340
Reduced
72
Closed
0.79
Put/Call Ratio
Ownership Trends
Top Institutional Holders (926 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,925,879 | $1.2B | -187,764 | -4.6% | 8Q | SEC ↗ |
| 2 | PRICE T ROWE ASSOCIATES INC /MD | 3,201,685 | $968M | +2,855,675 | +825.3% | 16Q | SEC ↗ |
| 3 | Capital International Investors | 2,888,020 | $873M | +226,120 | +8.5% | 26Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,240,691 | $678M | +5,474 | +0.2% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,676,848 | $507M | -61,688 | -3.5% | 46Q | SEC ↗ |
| 6 | Capital World Investors | 1,669,161 | $505M | -695,768 | -29.4% | 25Q | SEC ↗ |
| 7 | FMR LLC | 1,447,918 | $438M | -76,714 | -5.0% | 69Q | SEC ↗ |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 1,389,304 | $420M | +56,201 | +4.2% | 2Q | SEC ↗ |
| 9 | UBS Group AG | 1,370,003 | $414M | +470,773 | +52.4% | 47Q | SEC ↗ |
| 10 | MORGAN STANLEY | 1,185,945 | $359M | +161,933 | +15.8% | 60Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 777,711 | $235M | -12,642 | -1.6% | 60Q | SEC ↗ |
| 12 | Nuveen, LLC | 719,315 | $218M | -32,293 | -4.3% | 6Q | SEC ↗ |
| 13 | TWO SIGMA INVESTMENTS, LP | 602,031 | $182M | -199,100 | -24.9% | 19Q | SEC ↗ |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 601,492 | $182M | +40,350 | +7.2% | 15Q | SEC ↗ |
| 15 | Sixth Street Partners Management Compa NEW | 601,492 | $182M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Balyasny Asset Management L.P. | 565,119 | $171M | +270,618 | +91.9% | 16Q | SEC ↗ |
| 17 | FEDERATED HERMES, INC. | 563,808 | $171M | -46,119 | -7.6% | 38Q | SEC ↗ |
| 18 | UBS AM, a distinct business unit of UB | 550,942 | $167M | -4,836 | -0.9% | 52Q | SEC ↗ |
| 19 | AMERICAN CENTURY COMPANIES INC | 521,990 | $158M | -209,660 | -28.7% | 15Q | SEC ↗ |
| 20 | Invesco Ltd. | 484,703 | $147M | -21,840 | -4.3% | 79Q | SEC ↗ |
| 21 | VOYA INVESTMENT MANAGEMENT LLC | 479,816 | $145M | +9,593 | +2.0% | 53Q | SEC ↗ |
| 22 | T. Rowe Price Investment Management, I NEW | 457,425 | $138M | — | +0.0% | 1Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 415,118 | $126M | +45,634 | +12.4% | 15Q | SEC ↗ |
| 24 | PANAGORA ASSET MANAGEMENT INC | 375,181 | $113M | +168,428 | +81.5% | 6Q | SEC ↗ |
| 25 | RIVERBRIDGE PARTNERS LLC | 361,213 | $109M | -45,013 | -11.1% | 46Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 358,658 | $108M | +88,896 | +33.0% | 15Q | SEC ↗ |
| 27 | BLAIR WILLIAM & CO/IL | 357,664 | $108M | +20,865 | +6.2% | 56Q | SEC ↗ |
| 28 | Fisher Asset Management, LLC | 344,570 | $104M | +10,068 | +3.0% | 50Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO | 284,840 | $86M | -2,994 | -1.0% | 2Q | SEC ↗ |
| 30 | NORTHERN TRUST CORP | 265,062 | $80M | -5,923 | -2.2% | 110Q | SEC ↗ |
| 31 | EULAV Asset Management | 251,697 | $76M | -71,000 | -22.0% | 59Q | SEC ↗ |
| 32 | Squarepoint Ops LLC | 243,792 | $74M | +206,953 | +561.8% | 3Q | SEC ↗ |
| 33 | Sanctuary Advisors, LLC | 226,519 | $69M | +297 | +0.1% | 9Q | SEC ↗ |
| 34 | Harding Loevner LP | 223,476 | $68M | -64,197 | -22.3% | 6Q | SEC ↗ |
| 35 | BAMCO INC /NY | 218,976 | $66M | +51,000 | +30.4% | 33Q | SEC ↗ |
| 36 | DIMENSIONAL FUND ADVISORS LP | 218,207 | $66M | +11,495 | +5.6% | 102Q | SEC ↗ |
| 37 | PFA Pension, Forsikringsaktieselskab | 211,139 | $64M | +43,126 | +25.7% | 3Q | SEC ↗ |
| 38 | Dixon Mitchell Investment Counsel Inc. | 210,971 | $64M | +9,547 | +4.7% | 6Q | SEC ↗ |
| 39 | CONGRESS ASSET MANAGEMENT CO | 210,755 | $64M | +455 | +0.2% | 36Q | SEC ↗ |
| 40 | NISSAY ASSET MANAGEMENT CORP /JAPAN | 210,350 | $64M | -33 | -0.0% | 15Q | SEC ↗ |
| 41 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 208,467 | $63M | -102,550 | -33.0% | 7Q | SEC ↗ |
| 42 | Ilex Capital Partners (UK) LLP NEW | 202,555 | $61M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Capital Research Global Investors | 199,829 | $60M | -750 | -0.4% | 2Q | SEC ↗ |
| 44 | FRED ALGER MANAGEMENT, LLC | 192,685 | $58M | -5,364 | -2.7% | 29Q | SEC ↗ |
| 45 | NEUBERGER BERMAN GROUP LLC | 183,466 | $55M | -14,447 | -7.3% | 31Q | SEC ↗ |
| 46 | BROWN ADVISORY INC | 166,117 | $50M | +28,395 | +20.6% | 55Q | SEC ↗ |
| 47 | Resona Asset Management Co.,Ltd. | 164,533 | $50M | -6,926 | -4.0% | 10Q | SEC ↗ |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 160,343 | $48M | -6,070 | -3.6% | 48Q | SEC ↗ |
| 49 | CITADEL ADVISORS LLC | 154,106 | $47M | +144,736 | +1544.7% | 29Q | SEC ↗ |
| 50 | NZS Capital, LLC | 153,023 | $46M | -9,439 | -5.8% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 601,492 | $182M |
| T. Rowe Price Investment Management | 457,425 | $138M |
| Ilex Capital Partners (UK) LLP | 202,555 | $61M |
| HRT FINANCIAL LP | 129,809 | $39M |
| Liontrust Investment Partners LLP | 83,537 | $25M |
| Lansforsakringar Fondforvaltning AB | 45,469 | $14M |
| Connor, Clark & Lunn Investment Man | 35,915 | $11M |
| Nykredit A/S | 34,297 | $10M |
| Jain Global LLC | 33,066 | $10M |
| NORGES BANK | 27,151 | $8M |
| ITHAKA GROUP LLC | 24,466 | $7M |
| J. Goldman & Co LP | 21,810 | $7M |
| Holocene Advisors, LP | 20,523 | $6M |
| Aquatic Capital Management LLC | 15,602 | $5M |
| ZACKS INVESTMENT MANAGEMENT | 15,246 | $5M |
| Trexquant Investment LP | 13,807 | $4M |
| Fideuram Asset Management (Ireland) | 12,322 | $4M |
| AXXCESS WEALTH MANAGEMENT, LLC | 9,658 | $3M |
| Fulcrum Asset Management LLP | 8,738 | $3M |
| Taproot Management LP | 6,719 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MARSHALL WACE, LLP | 239,052 | $72M |
| Ghisallo Capital Management LLC | 90,000 | $27M |
| Qube Research & Technologies Ltd | 73,807 | $22M |
| JENNISON ASSOCIATES LLC | 67,149 | $20M |
| Oribel Capital Management, LP | 64,800 | $20M |
| ExodusPoint Capital Management, LP | 63,076 | $19M |
| AustralianSuper Pty Ltd | 60,471 | $18M |
| D. E. Shaw & Co., Inc. | 56,794 | $17M |
| Assenagon Asset Management S.A. | 32,389 | $10M |
| Varma Mutual Pension Insurance Co | 28,400 | $9M |
| Atika Capital Management LLC | 19,265 | $6M |
| Bridgewater Associates, LP | 17,524 | $5M |
| Tredje AP-fonden | 16,216 | $5M |
| Y-Intercept (Hong Kong) Ltd | 14,724 | $4M |
| Entropy Technologies, LP | 14,629 | $4M |
| AGF MANAGEMENT LTD | 9,690 | $3M |
| Twin Tree Management, LP | 8,615 | $3M |
| Graham Capital Management, L.P. | 7,516 | $2M |
| ABC ARBITRAGE SA | 7,276 | $2M |
| Calamos Advisors LLC | 6,564 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD | +2,855,675 | +825.3% | 3,201,685 |
| UBS Group AG | +470,773 | +52.4% | 1,370,003 |
| Balyasny Asset Management L.P. | +270,618 | +91.9% | 565,119 |
| Capital International Investors | +226,120 | +8.5% | 2,888,020 |
| Squarepoint Ops LLC | +206,953 | +561.8% | 243,792 |
| PANAGORA ASSET MANAGEMENT INC | +168,428 | +81.5% | 375,181 |
| MORGAN STANLEY | +161,933 | +15.8% | 1,185,945 |
| CITADEL ADVISORS LLC | +144,736 | +1544.7% | 154,106 |
| GOLDMAN SACHS GROUP INC | +88,896 | +33.0% | 358,658 |
| VANGUARD CAPITAL MANAGEMENT LLC | +56,201 | +4.2% | 1,389,304 |
| BAMCO INC /NY | +51,000 | +30.4% | 218,976 |
| BANK OF AMERICA CORP /DE | +45,634 | +12.4% | 415,118 |
| PFA Pension, Forsikringsaktieselska | +43,126 | +25.7% | 211,139 |
| Man Group plc | +41,674 | +37.9% | 151,591 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +40,350 | +7.2% | 601,492 |
| Longaeva Partners L.P. | +39,734 | +139.2% | 68,270 |
| NATIONAL BANK OF CANADA /FI | +35,480 | +1802.8% | 37,448 |
| Jump Financial, LLC | +34,703 | +151.2% | 57,656 |
| SG Americas Securities, LLC | +30,669 | +426.1% | 37,867 |
| SEI INVESTMENTS CO | +30,196 | +129.9% | 53,438 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| DIAMANT ASSET MANAGEMENT, INC. | -760,862 | -99.6% | 2,785 |
| Capital World Investors | -695,768 | -29.4% | 1,669,161 |
| AMERICAN CENTURY COMPANIES INC | -209,660 | -28.7% | 521,990 |
| TWO SIGMA INVESTMENTS, LP | -199,100 | -24.9% | 602,031 |
| BlackRock, Inc. | -187,764 | -4.6% | 3,925,879 |
| BARCLAYS PLC | -130,615 | -77.5% | 37,978 |
| RENAISSANCE TECHNOLOGIES LLC | -128,360 | -74.0% | 45,124 |
| MILLENNIUM MANAGEMENT LLC | -116,722 | -79.5% | 30,008 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -102,550 | -33.0% | 208,467 |
| FIRST TRUST ADVISORS LP | -99,849 | -43.1% | 131,730 |
| FMR LLC | -76,714 | -5.0% | 1,447,918 |
| EULAV Asset Management | -71,000 | -22.0% | 251,697 |
| Harding Loevner LP | -64,197 | -22.3% | 223,476 |
| STATE STREET CORP | -61,688 | -3.5% | 1,676,848 |
| FEDERATED HERMES, INC. | -46,119 | -7.6% | 563,808 |
| Quantinno Capital Management LP | -45,796 | -33.2% | 92,299 |
| RIVERBRIDGE PARTNERS LLC | -45,013 | -11.1% | 361,213 |
| CAPITAL INTERNATIONAL LTD /CA | -42,250 | -51.1% | 40,443 |
| Vantage Investment Partners, LLC | -40,879 | -57.2% | 30,551 |
| MACKENZIE FINANCIAL CORP | -36,054 | -58.2% | 25,868 |