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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 %
IC
301
IEQ Capital
California
$446K -$6.72K -38 -1%
TWC
302
TD Waterhouse Canada
Ontario, Canada
$445K +$431K +2,350 +3,176%
BFS
303
Bradley Foster & Sargent
Connecticut
$442K – – –
DFCM
304
Dark Forest Capital Management
Puerto Rico
$442K +$442K +2,496 New
CANY
305
Caxton Associates (New York)
New York
$441K -$21.9K -124 -5%
BCMO
306
Buckingham Capital Management (Ohio)
Ohio
$421K – – –
LWM
307
LJI Wealth Management
Indiana
$413K -$1.77K -10 -0.4%
Wealthfront Advisers
308
Wealthfront Advisers
California
$402K -$28K -158 -6%
MFAM
309
Motley Fool Asset Management
Virginia
$390K +$390K +2,202 New
Prudential Financial
310
Prudential Financial
New Jersey
$370K -$5.46K -41 -1%
CWM
311
Connecticut Wealth Management
Connecticut
$366K – – –
CAM
312
Concorde Asset Management
Michigan
$364K +$364K +2,056 New
IIC
313
Integrated Investment Consultants
Michigan
$362K -$3.54K -20 -1%
TRCT
314
Tower Research Capital (TRC)
New York
$359K +$335K +1,892 +1,381%
CCM
315
Carlson Capital Management
Minnesota
$358K +$2.83K +16 +0.8%
BFEC
316
Benjamin F. Edwards & Company
Missouri
$354K – – –
TSW
317
Thompson Siegel & Walmsley
Virginia
$354K +$354K +2,000 New
WDA
318
Wendell David Associates
New Hampshire
$351K – – –
GAG
319
GM Advisory Group
New York
$351K – – –
PRC
320
Pearl River Capital
Michigan
$348K +$348K +1,964 New
ASN
321
Advisory Services Network
Georgia
$345K -$20.3K -115 -6%
RWM
322
RKL Wealth Management
Pennsylvania
$341K -$3.19K -18 -0.9%
SC
323
Savant Capital
Illinois
$338K +$14.9K +84 +5%
BC
324
Bridgefront Capital
Texas
$330K -$114K -644 -26%
SLWA
325
San Luis Wealth Advisors
California
$326K +$326K +1,843 New
11 12
13
14 15