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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 %
Creative Planning
251
Creative Planning
Kansas
$818K -$52.4K -296 -6%
IMRF
252
Illinois Municipal Retirement Fund
Illinois
$801K – – –
Mariner
253
Mariner
Kansas
$776K -$41.9K -237 -5%
CFGS
254
Concourse Financial Group Securities
Alabama
$759K -$119K -672 -14%
CWM
255
Congress Wealth Management
Massachusetts
$758K -$3.19K -18 -0.4%
CT
256
Chicago Trust
Illinois
$747K +$11.5K +65 +2%
NFC
257
Northeast Financial Consultants
Connecticut
$725K – – –
VPIM
258
Vanguard Personalized Indexing Management
California
$718K -$84.9K -480 -11%
FFM
259
Forum Financial Management
Illinois
$714K -$354 -2 -0%
LIM
260
Lagoda Investment Management
New York
$708K – – –
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$707K +$134K +759 +23%
LPAM
262
Lodestar Private Asset Management
California
$705K – – –
BCIM
263
British Columbia Investment Management
British Columbia, Canada
$702K +$22.1K +125 +3%
GW
264
GW & Wade
Massachusetts
$681K – – –
BWM
265
Baron Wealth Management
Michigan
$664K +$2.83K +16 +0.4%
GAM
266
Gotham Asset Management
New York
$663K -$64.9K -367 -9%
CA
267
Cetera Advisors
Colorado
$659K -$57.7K -326 -8%
FHB
268
First Hawaiian Bank
Hawaii
$656K -$433K -2,445 -40%
National Bank of Canada
269
National Bank of Canada
Quebec, Canada
$644K -$37.4K -212 -5%
MF
270
Magnetar Financial
Illinois
$635K +$635K +3,586 New
MSRPS
271
Maryland State Retirement & Pension System
Maryland
$631K – – –
IIC
272
Ironwood Investment Counsel
Arizona
$619K – – –
SC
273
Sepio Capital
Utah
$617K +$4.42K +25 +0.7%
CC
274
Centiva Capital
New York
$611K -$485K -2,739 -44%
Robeco Institutional Asset Management
275
Robeco Institutional Asset Management
Netherlands
$603K – – –
9 10
11
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