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HEICO
HEI

Overview Fund Activity

411 hedge funds and large institutions have $5.21B invested in HEICO in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 137 reducing their positions, and 40 closing their positions.

Holders
411
Holders Change
+14
Holders Change %
+3.53%
% of All Funds
6.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
129
Reduced
137
Closed
40
Calls
$29.8M
Puts
$3.74M
Net Calls
+$26.1M
Net Calls Change
+$3.29M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$502M
2
BlackRock
2
BlackRock
New York
$779M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$37.2M
4
Bank of America
4
Bank of America
North Carolina
$79.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$24.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.15M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$47.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$483M
4
State Street
4
State Street
Massachusetts
$208M
5
Bessemer Group
5
Bessemer Group
New Jersey
$76.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FC
301
Forte Capital
New York
$240K 1,665 -335 -17%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$237K 1,646 -76 -4%
MA
303
Montag & Associates
Georgia
$235K 1,627 – –
OC
304
Oppenheimer & Co
New York
$234K 1,622 -318 -16%
CAM
305
Cresset Asset Management
Illinois
$233K 1,620 -814 -33%
HIA
306
Harbor Investment Advisory
Maryland
$228K 1,580 – –
BAM
307
Bruderman Asset Management
New York
$226K 1,570 – –
MLICM
308
Metropolitan Life Insurance Company (MetLife)
New York
$226K 1,565 -6 -0.4%
MPM
309
MBB Public Markets
Illinois
$223K 1,549 +1,549 New
EL
310
Essex LLC
Illinois
$222K 1,540 -25 -2%
DS
311
Dudley & Shanley
Florida
$222K 1,540 +1,540 New
RCAG
312
Rehmann Capital Advisory Group
Michigan
$222K 1,537 -27 -2%
APA
313
American Portfolios Advisors
New York
$219K 1,516 +26 +2%
SSA
314
Schonfeld Strategic Advisors
New York
$216K 1,500 +1,500 New
SF
315
Synovus Financial
Georgia
$216K 1,500 +1,500 New
SP
316
Symmetry Partners
Connecticut
$209K 1,449 +1,449 New
CA
317
Cetera Advisors
Colorado
$208K 1,445 +1,445 New
CWM
318
Connecticut Wealth Management
Connecticut
$207K 1,437 +1,437 New
PCS
319
Personal CFO Solutions
New Jersey
$207K 1,438 +1,438 New
Luther King Capital Management (LKCM)
320
Luther King Capital Management (LKCM)
Texas
$204K 1,415 +1,415 New
PFBT
321
Parkside Financial Bank & Trust
Missouri
$202K 1,402 -104 -7%
TPA
322
Trivium Point Advisory
Connecticut
$201K 1,396 +1,396 New
TPCW
323
TD Private Client Wealth
New York
$200K 1,388 +150 +12%
MSFP
324
Mark Sheptoff Financial Planning
Connecticut
$187K 1,295 – –
EWM
325
Endurance Wealth Management
Rhode Island
$178K 1,236 – –
11 12
13
14 15