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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 %
QT
251
Quantamental Technologies
New York
$563K +$563K +3,913 New
FC
252
FORA Capital
Florida
$554K +$554K +3,846 New
TAM
253
Tocqueville Asset Management
New York
$553K – – –
SG Americas Securities
254
SG Americas Securities
New York
$549K +$81.2K +564 +17%
Acadian Asset Management
255
Acadian Asset Management
Massachusetts
$541K – – –
QCM
256
Quantinno Capital Management
New York
$539K +$136K +948 +34%
Allianz Asset Management
257
Allianz Asset Management
Germany
$529K -$268K -1,858 -34%
RJFSA
258
Raymond James Financial Services Advisors
Florida
$520K -$86.1K -598 -14%
FDCDDQ
259
Federation des caisses Desjardins du Quebec
Quebec, Canada
$514K +$264K +1,835 +106%
SC
260
Sepio Capital
Utah
$512K -$14K -97 -3%
CB
261
Commerce Bank
Missouri
$509K – – –
IIC
262
Ironwood Investment Counsel
Arizona
$503K – – –
RIM
263
Redpoint Investment Management
Australia
$482K – – –
M&T Bank
264
M&T Bank
New York
$469K +$7.35K +51 +2%
MCM
265
Maryland Capital Management
Maryland
$467K – – –
DAM
266
Diamant Asset Management
Connecticut
$462K – – –
SMDAM
267
Sumitomo Mitsui DS Asset Management
Japan
$462K +$3.89K +27 +0.8%
TFS
268
Thoroughbred Financial Services
Tennessee
$451K +$4.03K +28 +0.9%
Robeco Institutional Asset Management
269
Robeco Institutional Asset Management
Netherlands
$443K – – –
IC
270
IEQ Capital
California
$436K +$436K +3,025 New
Mariner
271
Mariner
Kansas
$435K +$435K +3,021 New
CGA
272
Crescent Grove Advisors
Illinois
$432K – – –
AssetMark Inc
273
AssetMark Inc
California
$428K +$32.5K +226 +8%
SW
274
SteelPeak Wealth
California
$424K +$424K +2,944 New
HCM
275
Hengehold Capital Management
Ohio
$423K – – –
9 10
11
12 13