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HEICO
HEI

Overview Fund Activity

437 hedge funds and large institutions have $5.35B invested in HEICO in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
7.56%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
58
Increased
130
Reduced
157
Closed
33
Calls
$17.6M
Puts
$3.75M
Net Calls
+$13.9M
Net Calls Change
+$2.83M

Top Buyers

1
SO
1
STRS Ohio
Ohio
$30M
2
RP
2
Riverbridge Partners
Minnesota
$176M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$22.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$56M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$23.7M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$297M
2
BlackRock
2
BlackRock
New York
$772M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$61.9M
4
CS
4
Credit Suisse
Switzerland
$76.3M
5
State Street
5
State Street
Massachusetts
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
226
Principal Financial Group
Iowa
$745K -$277K -1,925 -27%
Prudential Financial
227
Prudential Financial
New Jersey
$745K +$202K +1,405 +37%
Creative Planning
228
Creative Planning
Kansas
$743K +$51.2K +356 +7%
X
229
Xponance
Pennsylvania
$725K +$5.62K +39 +0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
230
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$720K -$75.3K -523 -9%
FIM
231
Freedom Investment Management
Connecticut
$718K +$40.2K +279 +6%
AB
232
Amalgamated Bank
New York
$715K +$8.21K +57 +1%
BS
233
Bessemer Securities
New York
$704K – – –
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$698K – – –
S
235
Seeyond
France
$697K -$264K -1,836 -27%
CWM
236
Congress Wealth Management
Massachusetts
$673K +$41.8K +291 +7%
HIMCH
237
Hartford Investment Management Co (HIMCO)
Connecticut
$656K +$142K +986 +28%
Korea Investment Corp
238
Korea Investment Corp
South Korea
$655K +$202K +1,400 +44%
GCM
239
Graham Capital Management
Connecticut
$649K -$73.3K -509 -10%
WBC
240
Westpac Banking Corp
Australia
$640K – – –
FRAF
241
Första AP-fonden
Sweden
$634K -$403K -2,800 -39%
DekaBank Deutsche Girozentrale
242
DekaBank Deutsche Girozentrale
Germany
$629K +$61.6K +431 +11%
BCIM
243
British Columbia Investment Management
British Columbia, Canada
$616K -$107K -743 -15%
CT
244
Chicago Trust
Illinois
$613K – – –
FA
245
FDx Advisors
Illinois
$602K -$773K -5,367 -56%
VPIM
246
Vanguard Personalized Indexing Management
California
$591K +$61.7K +429 +12%
GAM
247
Gotham Asset Management
New York
$582K +$5.33K +37 +0.9%
FFM
248
Forum Financial Management
Illinois
$581K – – –
Aberdeen Group
249
Aberdeen Group
United Kingdom
$572K -$346K -2,403 -38%
GW
250
GW & Wade
Massachusetts
$564K +$144 +1 +0%
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