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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 %
CF
326
Centaurus Financial
California
$175K 1,216 -147 -11%
CFB
327
Cullen/Frost Bankers
Texas
$154K 1,071 – –
KBC Group
328
KBC Group
Belgium
$141K 978 -18,632 -95%
Nisa Investment Advisors
329
Nisa Investment Advisors
Missouri
$136K 1,000 – –
NR
330
Newfound Research
Massachusetts
$133K 920 +69 +8%
CFFP
331
Center for Financial Planning
Michigan
$118K 821 – –
CFA
332
Carroll Financial Associates
North Carolina
$114K 797 -75 -9%
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K 751 +507 +208%
S
334
SignatureFD
Georgia
$92K 639 +111 +21%
AIG
335
American International Group
New York
$87K 600 -21 -3%
Macquarie Group
336
Macquarie Group
Australia
$80K 554 – –
VI
337
Vestcor Inc
New Brunswick, Canada
$77K 535 -107 -17%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$73K 506 +506 New
PWC
339
PYA Waltman Capital
Tennessee
$72K 499 +499 New
SO
340
STRS Ohio
Ohio
$70K 486 – –
PMFA
341
Plante Moran Financial Advisors
Michigan
$69K 481 -87 -15%
IA
342
IFP Advisors
Florida
$69K 476 -7 -1%
OPERF
343
Oregon Public Employees Retirement Fund
Oregon
$67K 467 -4,400 -90%
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$66K 460 -314 -41%
First Manhattan
345
First Manhattan
New York
$66K 464 – –
HL
346
Harding Loevner
New Jersey
$60K 419 – –
FHA
347
First Horizon Advisors
Tennessee
$59K 412 -46 -10%
ACM
348
Aquatic Capital Management
Illinois
$58K 400 +400 New
HNB
349
Huntington National Bank
Ohio
$55K 382 +1 +0.3%
BAM
350
Barrett Asset Management
New York
$53K 368 – –
12 13
14
15 16