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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 %
TD Asset Management
276
TD Asset Management
Ontario, Canada
$417K +$10.1K +70 +2%
SRAM
277
Spouting Rock Asset Management
Pennsylvania
$416K – – –
PAM
278
Panagora Asset Management
Massachusetts
$412K – – –
WS
279
Wedbush Securities
California
$410K -$4.17K -29 -1%
HWMA
280
Heritage Wealth Management (Arizona)
Arizona
$409K -$6.77K -47 -2%
LIM
281
Lagoda Investment Management
New York
$407K +$83.1K +577 +26%
BG
282
Bahl & Gaynor
Ohio
$398K – – –
RHBC
283
R.H. Bluestein & Co
Michigan
$389K – – –
MIM
284
MetLife Investment Management
New Jersey
$385K – – –
GT
285
Glenmede Trust
Pennsylvania
$373K -$69.2K -481 -16%
CAM
286
Concorde Asset Management
Michigan
$366K +$366K +2,539 New
QI
287
Qtron Investments
Massachusetts
$360K +$128K +889 +55%
AMC
288
Asset Management Corp
Illinois
$359K – – –
BC
289
Bridgefront Capital
Texas
$359K +$359K +2,491 New
Bank of Nova Scotia
290
Bank of Nova Scotia
Ontario, Canada
$350K +$1.15K +8 +0.3%
MF
291
Magnetar Financial
Illinois
$348K +$348K +2,418 New
BCMO
292
Buckingham Capital Management (Ohio)
Ohio
$343K – – –
Verition Fund Management
293
Verition Fund Management
Connecticut
$342K -$56.5K -393 -14%
MFAM
294
Motley Fool Asset Management
Virginia
$341K -$7.78K -54 -2%
Bank Julius Baer & Co
295
Bank Julius Baer & Co
Switzerland
$341K +$341K +2,371 New
Daiwa Securities Group
296
Daiwa Securities Group
Japan
$336K – – –
ASN
297
Advisory Services Network
Georgia
$332K +$1.44K +10 +0.4%
FRM
298
Fox Run Management
Connecticut
$316K +$316K +2,197 New
BFS
299
Bradley Foster & Sargent
Connecticut
$310K – – –
IIC
300
Integrated Investment Consultants
Michigan
$297K -$1.87K -13 -0.6%
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12
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