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HEICO
HEI

Overview Fund Activity

466 hedge funds and large institutions have $6.11B invested in HEICO in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-7
Holders Change %
-1.48%
% of All Funds
7.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
48
Increased
144
Reduced
172
Closed
52
Calls
$20.2M
Puts
$10.3M
Net Calls
+$9.86M
Net Calls Change
-$2.07M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$131M
2
Charles Schwab
Charles Schwab
California
$62.7M
3
Capital International Investors
Capital International Investors
California
$314M
4
Barclays
Barclays
United Kingdom
$34.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$565M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$19.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$31.2M
3
Comerica Bank
Comerica Bank
Texas
$739K
4
Bessemer Group
Bessemer Group
New Jersey
$34.9M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
226
Burt Wealth Advisors
Maryland
$868K – – –
Aviva
227
Aviva
United Kingdom
$866K -$777K -4,796 -47%
Creative Planning
228
Creative Planning
Kansas
$863K +$114K +706 +15%
PAM
229
Panagora Asset Management
Massachusetts
$844K – – –
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$826K +$178K +1,102 +28%
BNP Paribas Asset Management
231
BNP Paribas Asset Management
France
$821K +$65.1K +402 +9%
RJFSA
232
Raymond James Financial Services Advisors
Florida
$817K -$22.8K -141 -3%
AIMCA
233
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$810K – – –
Wealth Enhancement Advisory Services
234
Wealth Enhancement Advisory Services
Minnesota
$774K +$774K +4,779 New
CGIM
235
Capital Group Investment Management
Singapore
$743K +$743K +4,590 New
Comerica Bank
236
Comerica Bank
Texas
$739K -$23M -142,082 -97%
KAS
237
Kestra Advisory Services
Texas
$739K -$15.7K -97 -2%
IMRF
238
Illinois Municipal Retirement Fund
Illinois
$733K – – –
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$723K -$4.34M -26,783 -86%
DTL
240
Dynamic Technology Lab
Singapore
$721K +$721K +4,450 New
Mariner
241
Mariner
Kansas
$705K -$4.86K -30 -0.7%
GCP
242
GSA Capital Partners
United Kingdom
$705K +$705K +4,353 New
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$693K -$91.8K -567 -12%
GIBU
244
Gulf International Bank (UK)
United Kingdom
$685K -$69.1K -427 -9%
VEA
245
Virtus ETF Advisers
New York
$682K +$682K +4,209 New
VPIM
246
Vanguard Personalized Indexing Management
California
$674K +$17.2K +106 +3%
CT
247
Chicago Trust
Illinois
$665K -$18.9K -117 -3%
NFC
248
Northeast Financial Consultants
Connecticut
$664K – – –
VI
249
Versor Investments
New York
$664K +$664K +4,099 New
GAM
250
Gotham Asset Management
New York
$664K +$56.5K +349 +9%
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