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HEICO
HEI

Overview Fund Activity

411 hedge funds and large institutions have $5.21B invested in HEICO in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 137 reducing their positions, and 40 closing their positions.

Holders
411
Holders Change
+14
Holders Change %
+3.53%
% of All Funds
6.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
129
Reduced
137
Closed
40
Calls
$29.8M
Puts
$3.74M
Net Calls
+$26.1M
Net Calls Change
+$3.29M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$502M
2
BlackRock
2
BlackRock
New York
$779M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$37.2M
4
Bank of America
4
Bank of America
North Carolina
$79.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$24.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.15M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$47.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$483M
4
State Street
4
State Street
Massachusetts
$208M
5
Bessemer Group
5
Bessemer Group
New Jersey
$76.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$675K 4,682 +509 +12%
Ensign Peak Advisors
227
Ensign Peak Advisors
Utah
$666K 4,620 +25 +0.5%
CWM
228
Congress Wealth Management
Massachusetts
$666K 4,618 +4,618 New
AB
229
Amalgamated Bank
New York
$642K 4,453 +405 +10%
WBC
230
Westpac Banking Corp
Australia
$641K 4,448 – –
CT
231
Chicago Trust
Illinois
$614K 4,257 – –
Allianz Asset Management
232
Allianz Asset Management
Germany
$612K 4,244 -17 -0.4%
Voloridge Investment Management
233
Voloridge Investment Management
Florida
$596K 4,136 -9,827 -70%
MLL
234
Moody Lynn & Lieberson
Massachusetts
$590K 4,091 -258 -6%
FFM
235
Forum Financial Management
Illinois
$572K 3,963 +3,963 New
IWM
236
IHT Wealth Management
Illinois
$555K 3,851 -286 -7%
GW
237
GW & Wade
Massachusetts
$555K 3,845 – –
TAM
238
Tocqueville Asset Management
New York
$554K 3,843 – –
DekaBank Deutsche Girozentrale
239
DekaBank Deutsche Girozentrale
Germany
$543K 3,762 +958 +34%
MS
240
Maven Securities
Jersey
$531K 3,685 -21,950 -86%
II
241
IFM Investors
Australia
$528K 3,658 – –
D.E. Shaw & Co
242
D.E. Shaw & Co
New York
$514K 3,565 -2,326 -39%
HIMCH
243
Hartford Investment Management Co (HIMCO)
Connecticut
$514K 3,565 – –
MSRPS
244
Maryland State Retirement & Pension System
Maryland
$514K 3,565 – –
IIC
245
Ironwood Investment Counsel
Arizona
$504K 3,496 – –
TD Asset Management
246
TD Asset Management
Ontario, Canada
$503K 3,489 -329 -9%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$498K 3,452 +1,137 +49%
SWM
248
Spire Wealth Management
Virginia
$486K 3,373 +366 +12%
DAM
249
Diamant Asset Management
Connecticut
$478K 3,312 – –
BCM
250
Bayesian Capital Management
New York
$476K 3,300 +3,300 New
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