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HEICO
HEI

Overview Fund Activity

466 hedge funds and large institutions have $6.11B invested in HEICO in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-7
Holders Change %
-1.48%
% of All Funds
7.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
48
Increased
144
Reduced
172
Closed
52
Calls
$20.2M
Puts
$10.3M
Net Calls
+$9.86M
Net Calls Change
-$2.07M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$131M
2
Charles Schwab
2
Charles Schwab
California
$62.7M
3
Capital International Investors
3
Capital International Investors
California
$314M
4
Barclays
4
Barclays
United Kingdom
$34.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$565M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$19.2M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$31.2M
3
Comerica Bank
3
Comerica Bank
Texas
$739K
4
Bessemer Group
4
Bessemer Group
New Jersey
$34.9M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
301
Quadrature Capital
United Kingdom
$370K -$807K -4,980 -69%
FHB
302
First Hawaiian Bank
Hawaii
$366K -$234K -1,445 -39%
Wealthfront Advisers
303
Wealthfront Advisers
California
$362K -$6.15K -38 -2%
OPERF
304
Oregon Public Employees Retirement Fund
Oregon
$357K -$146K -900 -29%
MFAM
305
Motley Fool Asset Management
Virginia
$349K -$7.13K -44 -2%
WDA
306
Wendell David Associates
New Hampshire
$342K +$20.3K +125 +6%
CWM
307
Connecticut Wealth Management
Connecticut
$335K – – –
IIC
308
Integrated Investment Consultants
Michigan
$331K – – –
BFEC
309
Benjamin F. Edwards & Company
Missouri
$324K +$162 +1 +0.1%
GAG
310
GM Advisory Group
New York
$321K – – –
CAM
311
Concorde Asset Management
Michigan
$320K -$12.6K -78 -4%
ASN
312
Advisory Services Network
Georgia
$318K +$2.59K +16 +0.8%
ESCM
313
Echo Street Capital Management
New York
$313K +$313K +1,936 New
RWM
314
RKL Wealth Management
Pennsylvania
$312K +$162 +1 +0.1%
PTC
315
Petrus Trust Company
Texas
$310K +$310K +1,915 New
SC
316
Savant Capital
Illinois
$310K +$648 +4 +0.2%
PFBT
317
Parkside Financial Bank & Trust
Missouri
$305K +$30.4K +188 +11%
GT
318
Glenmede Trust
Pennsylvania
$299K +$1.13K +7 +0.4%
CAG
319
Csenge Advisory Group
Florida
$295K -$1.46K -9 -0.5%
ONB
320
Old National Bancorp
Indiana
$294K -$2.43K -15 -0.8%
VIA
321
Virtus Investment Advisers
Connecticut
$290K – – –
KAS
322
KPP Advisory Services
Kentucky
$288K +$288K +1,776 New
DA
323
Duality Advisers
Florida
$273K +$273K +1,684 New
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$262K -$648 -4 -0.2%
PA
325
PFG Advisors
Arizona
$262K +$53.4K +330 +26%
11 12
13
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