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HEICO
HEI

Overview Fund Activity

397 hedge funds and large institutions have $4.62B invested in HEICO in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-23
Holders Change %
-5.48%
% of All Funds
6.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
32
Increased
146
Reduced
125
Closed
52
Calls
$26M
Puts
$3.25M
Net Calls
+$22.8M
Net Calls Change
+$32.4M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$326M
2
Norges Bank
2
Norges Bank
Norway
$99.6M
3
FAM
3
Fred Alger Management
New York
$76.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$14.3M
5
WorldQuant Millennium Advisors
5
WorldQuant Millennium Advisors
New York
$11.3M

Top Sellers

1
CBT
1
Capital Bank & Trust
California
$0
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$0
3
Bessemer Group
3
Bessemer Group
New Jersey
$86.3M
4
Bank of America
4
Bank of America
North Carolina
$46.6M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
276
Wolverine Trading
Illinois
$304K +$304K +2,268 New
TI
277
Trexquant Investment
Connecticut
$302K -$176K -1,332 -37%
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$302K -$23.6K -179 -7%
OQS
279
Occudo Quantitative Strategies
Florida
$300K +$78.8K +598 +36%
QCM
280
Quantinno Capital Management
New York
$296K +$3.29K +25 +1%
FNBT
281
FineMark National Bank & Trust
Florida
$285K +$3.56K +27 +1%
KAS
282
Kestra Advisory Services
Texas
$283K +$660 +5 +0.2%
Daiwa Securities Group
283
Daiwa Securities Group
Japan
$282K +$26.4K +200 +10%
CPO
284
Cerity Partners OCIO
New York
$280K +$12.4K +94 +5%
IIC
285
Integrated Investment Consultants
Michigan
$277K – – –
CWP
286
CFM Wealth Partners
Texas
$270K – – –
SMDAM
287
Sumitomo Mitsui DS Asset Management
Japan
$265K -$8.43K -64 -3%
WDA
288
Wendell David Associates
New Hampshire
$264K -$130K -985 -33%
FC
289
Forte Capital
New York
$264K – – –
CCM
290
Carlson Capital Management
Minnesota
$264K +$2.38K +18 +0.9%
GAG
291
GM Advisory Group
New York
$261K +$264 +2 +0.1%
AIM
292
Anchor Investment Management
South Carolina
$261K +$26.4K +200 +11%
RWM
293
RKL Wealth Management
Pennsylvania
$258K +$132 +1 +0.1%
BFEC
294
Benjamin F. Edwards & Company
Missouri
$257K -$49.8K -378 -16%
OC
295
Oppenheimer & Co
New York
$256K -$214K -1,619 -45%
RIM
296
Redpoint Investment Management
Australia
$256K – – –
X
297
Xponance
Pennsylvania
$255K -$32.9K -249 -11%
CAAS
298
Capital Asset Advisory Services
Michigan
$254K +$2.9K +22 +1%
CM
299
Capula Management
Cayman Islands
$253K +$253K +1,918 New
BFS
300
Bickling Financial Services
Massachusetts
$251K +$132 +1 +0.1%
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12
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