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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
$43.9M
2
Capital International Investors
Capital International Investors
California
$325M
3
MVIP
Mar Vista Investment Partners
California
$37.7M
4
Lazard Asset Management
Lazard Asset Management
New York
$311M
5
Federated Hermes
Federated Hermes
Pennsylvania
$88.1M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$190M
2
Select Equity Group
Select Equity Group
New York
$0
3
BlackRock
BlackRock
New York
$868M
4
Bessemer Group
Bessemer Group
New Jersey
$61.2M
5
Millennium Management
Millennium Management
New York
$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
326
BMS Financial Advisors
South Dakota
$325K +$325K +2,221 New
CAG
327
Csenge Advisory Group
Florida
$324K -$7.61K -43 -2%
CP
328
CenterBook Partners
Connecticut
$324K +$324K +1,829 New
ONB
329
Old National Bancorp
Indiana
$323K +$113K +638 +54%
OLVIG
330
Oliver Lagore Vanvalin Investment Group
Michigan
$318K – – –
VIA
331
Virtus Investment Advisers
Connecticut
$316K – – –
GT
332
Glenmede Trust
Pennsylvania
$314K – – –
PFBT
333
Parkside Financial Bank & Trust
Missouri
$300K +$16.1K +91 +6%
FC
334
Forte Capital
New York
$295K – – –
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$288K -$17K -96 -6%
OC
336
Oppenheimer & Co
New York
$286K +$14K +79 +5%
MA
337
Mutual Advisors
Nebraska
$286K -$17.7K -100 -6%
RCAG
338
Rehmann Capital Advisory Group
Michigan
$283K -$4.25K -24 -1%
QCM
339
Qsemble Capital Management
New York
$283K – – –
CC
340
Corton Capital
Ontario, Canada
$274K +$274K +1,548 New
VFA
341
Valeo Financial Advisors
Indiana
$274K – – –
Cambridge Investment Research Advisors
342
Cambridge Investment Research Advisors
Iowa
$272K -$46.1K -260 -14%
BAMF
343
BI Asset Management Fondsmaeglerselskab
Denmark
$271K +$28.3K +160 +12%
SF
344
Synovus Financial
Georgia
$268K +$2.48K +14 +0.9%
SI
345
Stephens Inc
Arkansas
$268K +$53.3K +301 +25%
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$266K – – –
AC
347
AXQ Capital
New Jersey
$265K +$265K +1,500 New
AA
348
Aire Advisors
California
$257K +$257K +1,451 New
SP
349
Symmetry Partners
Connecticut
$256K – – –
PCS
350
Personal CFO Solutions
New Jersey
$254K +$8.49K +48 +3%
12 13
14
15 16