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HEICO
HEI

Overview Fund Activity

449 hedge funds and large institutions have $5.79B invested in HEICO in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 152 reducing their positions, and 37 closing their positions.

Holders
449
Holders Change
+12
Holders Change %
+2.75%
% of All Funds
7.24%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
59
Increased
148
Reduced
152
Closed
37
Calls
$22.4M
Puts
$8.57M
Net Calls
+$13.8M
Net Calls Change
-$43K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$129M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$39.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$45.3M
4
SAM
4
Scopus Asset Management
New York
$23.4M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$24.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$787M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$41.1M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$10.9M
4
EAM
4
Erste Asset Management
Austria
$516K
5
WCM Investment Management
5
WCM Investment Management
California
$111K
Name Market Value Shares Shares
Change 		Shares
Change %
PMEF
226
Point72 Middle East FZE
United Arab Emirates
$791K 5,146 +5,146 New
ECM
227
ExodusPoint Capital Management
New York
$788K 5,130 -40,771 -89%
II
228
IFM Investors
Australia
$780K 5,079 -5,183 -51%
Cerity Partners
229
Cerity Partners
New York
$772K 5,027 +5,027 New
AB
230
Amalgamated Bank
New York
$765K 4,982 +17 +0.3%
Creative Planning
231
Creative Planning
Kansas
$753K 4,904 -259 -5%
OPERF
232
Oregon Public Employees Retirement Fund
Oregon
$753K 4,900 +4,900 New
BS
233
Bessemer Securities
New York
$751K 4,888 – –
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$745K 4,849 – –
MFS
235
Mirabella Financial Services
United Kingdom
$743K 4,833 +4,833 New
CWM
236
Congress Wealth Management
Massachusetts
$719K 4,681 – –
VPIM
237
Vanguard Personalized Indexing Management
California
$708K 4,608 +501 +12%
IMRF
238
Illinois Municipal Retirement Fund
Illinois
$696K 4,527 +4,527 New
VF
239
Virtu Financial
New York
$686K 4,465 +4,465 New
WBC
240
Westpac Banking Corp
Australia
$683K 4,448 – –
CT
241
Chicago Trust
Illinois
$654K 4,257 – –
RJFSA
242
Raymond James Financial Services Advisors
Florida
$651K 4,238 +626 +17%
Aberdeen Group
243
Aberdeen Group
United Kingdom
$650K 4,231 +258 +6%
Mariner
244
Mariner
Kansas
$642K 4,177 +1,156 +38%
CA
245
Cetera Advisors
Colorado
$639K 4,160 +4,160 New
National Bank of Canada
246
National Bank of Canada
Quebec, Canada
$636K 4,138 -2,002 -33%
FFM
247
Forum Financial Management
Illinois
$620K 4,034 +1 +0%
LIM
248
Lagoda Investment Management
New York
$615K 4,003 +1,176 +42%
LPAM
249
Lodestar Private Asset Management
California
$612K 3,983 +3,983 New
GW
250
GW & Wade
Massachusetts
$602K 3,917 +1 +0%
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