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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 %
CWM
301
Connecticut Wealth Management
Connecticut
$297K +$297K +2,066 New
AIM
302
Anchor Investment Management
South Carolina
$295K -$18.1K -126 -6%
BC
303
Barrett & Company
Rhode Island
$295K +$295K +1,922 New
II
304
Inspire Investing
Idaho
$293K +$293K +2,035 New
CCM
305
Carlson Capital Management
Minnesota
$290K – – –
WDA
306
Wendell David Associates
New Hampshire
$286K – – –
GAG
307
GM Advisory Group
New York
$286K +$144 +1 +0.1%
PI
308
PineBridge Investments
New York
$286K +$286K +1,989 New
BFEC
309
Benjamin F. Edwards & Company
Missouri
$281K – – –
RWM
310
RKL Wealth Management
Pennsylvania
$280K +$144 +1 +0.1%
BFS
311
Bickling Financial Services
Massachusetts
$275K – – –
IA
312
IFP Advisors
Florida
$274K +$12.8K +137 +5%
MA
313
Mutual Advisors
Nebraska
$269K +$269K +1,869 New
VIA
314
Virtus Investment Advisers
Connecticut
$266K +$266K +1,849 New
CAG
315
Csenge Advisory Group
Florida
$265K +$265K +1,841 New
OLVIG
316
Oliver Lagore Vanvalin Investment Group
Michigan
$259K – – –
SC
317
Savant Capital
Illinois
$255K – – –
FNBT
318
FineMark National Bank & Trust
Florida
$250K -$720 -5 -0.3%
XT
319
XTX Topco
Cayman Islands
$249K +$249K +1,732 New
PFO
320
Pathstone Family Office
New Jersey
$247K +$247K +1,708 New
RI
321
Redwood Investments
Massachusetts
$243K -$9.22K -64 -4%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$243K +$8.94K +62 +4%
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$242K -$1.3K -9 -0.5%
FC
324
Forte Capital
New York
$240K – – –
RCAG
325
Rehmann Capital Advisory Group
Michigan
$238K +$17.7K +123 +8%
11 12
13
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