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HEICO
HEI

Overview Fund Activity

473 hedge funds and large institutions have $6.74B invested in HEICO in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 182 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+17
Holders Change %
+3.73%
% of All Funds
7.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
52
Increased
127
Reduced
182
Closed
32
Calls
$32M
Puts
$20M
Net Calls
+$11.9M
Net Calls Change
-$14.3M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$43.3M
2
Capital International Investors
Capital International Investors
California
+$35.9M
3
MVIP
Mar Vista Investment Partners
California
+$33.2M
4
Lazard Asset Management
Lazard Asset Management
New York
+$30.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$24M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$115M
2
Select Equity Group
Select Equity Group
New York
-$85.7M
3
BlackRock
BlackRock
New York
-$29.5M
4
Bessemer Group
Bessemer Group
New Jersey
-$20.7M
5
Millennium Management
Millennium Management
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
226
Icon Wealth Partners
Texas
$1.08M -$186K -1,054 -15%
ET
227
Equitable Trust
Tennessee
$1.07M – – –
IWM
228
IHT Wealth Management
Illinois
$1.07M +$28.5K +161 +3%
X
229
Xponance
Pennsylvania
$1.05M +$18.6K +105 +2%
Janus Henderson Group
230
Janus Henderson Group
United Kingdom
$1.04M -$117K -660 -10%
CAM
231
Cresset Asset Management
Illinois
$1.03M +$1.03M +5,829 New
IIM
232
INTECH Investment Management
Florida
$996K +$996K +5,630 New
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$972K -$2.12K -12 -0.2%
II
234
Inspire Investing
Idaho
$966K +$578K +3,269 +149%
BWA
235
Burt Wealth Advisors
Maryland
$948K – – –
PAM
236
Panagora Asset Management
Massachusetts
$923K – – –
PP
237
PDT Partners
New York
$920K +$920K +5,200 New
RJFSA
238
Raymond James Financial Services Advisors
Florida
$918K -$26.7K -151 -3%
II
239
IFM Investors
Australia
$916K -$13.6K -77 -1%
Principal Financial Group
240
Principal Financial Group
Iowa
$893K +$50.6K +286 +6%
AIMCA
241
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$885K – – –
Cerity Partners
242
Cerity Partners
New York
$871K -$23.5K -133 -3%
Walleye Trading
243
Walleye Trading
New York
$869K +$869K +4,913 New
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$858K – – –
MWM
245
MorganRosel Wealth Management
Colorado
$856K +$105K +592 +14%
Man Group
246
Man Group
United Kingdom
$833K +$833K +4,707 New
BNP Paribas Asset Management
247
BNP Paribas Asset Management
France
$826K -$753K -4,252 -48%
KAS
248
Kestra Advisory Services
Texas
$824K -$36.6K -207 -4%
GIBU
249
Gulf International Bank (UK)
United Kingdom
$824K -$235K -1,327 -22%
TC
250
Telemus Capital
Michigan
$824K +$824K +4,655 New
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