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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 %
FL
326
Fort LP
Maryland
$238K +$2.74K +19 +1%
OC
327
Oppenheimer & Co
New York
$236K – – –
MA
328
Montag & Associates
Georgia
$234K – – –
EWA
329
Exencial Wealth Advisors
Oklahoma
$231K -$28.6K -199 -11%
PFBT
330
Parkside Financial Bank & Trust
Missouri
$228K +$15.9K +111 +8%
PHK
331
Point72 Hong Kong
Hong Kong
$226K -$150K -1,041 -40%
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$226K -$12.4K -86 -5%
EL
333
Essex LLC
Illinois
$222K – – –
DS
334
Dudley & Shanley
Florida
$222K – – –
GWM
335
Greenwich Wealth Management
Connecticut
$218K +$218K +1,513 New
SF
336
Synovus Financial
Georgia
$216K +$216K +1,500 New
CIBC World Market
337
CIBC World Market
Ontario, Canada
$213K +$213K +1,480 New
WAP
338
Wealthcare Advisory Partners
Pennsylvania
$211K +$211K +1,465 New
SP
339
Symmetry Partners
Connecticut
$209K +$209K +1,449 New
APA
340
Astoria Portfolio Advisors
New York
$209K +$209K +1,450 New
TW
341
TrinityPoint Wealth
Connecticut
$208K +$208K +1,442 New
Luther King Capital Management (LKCM)
342
Luther King Capital Management (LKCM)
Texas
$204K +$204K +1,415 New
APA
343
American Portfolios Advisors
New York
$202K -$5.9K -41 -3%
MCM
344
MAI Capital Management
Ohio
$201K +$201K +1,399 New
Canada Pension Plan Investment Board
345
Canada Pension Plan Investment Board
Ontario, Canada
$194K -$3.01M -20,875 -94%
MSFP
346
Mark Sheptoff Financial Planning
Connecticut
$186K – – –
PMAM
347
Picton Mahoney Asset Management
Ontario, Canada
$181K -$18.7K -130 -9%
EWM
348
Endurance Wealth Management
Rhode Island
$178K – – –
CFB
349
Cullen/Frost Bankers
Texas
$153K – – –
CF
350
Centaurus Financial
California
$152K -$11.5K -80 -7%
12 13
14
15 16