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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 %
MA
326
Mutual Advisors
Nebraska
$254K -$6.96K -43 -3%
TC
327
TownSquare Capital
Utah
$254K +$254K +1,568 New
O
328
Ossiam
France
$253K +$34.5K +213 +16%
VFA
329
Valeo Financial Advisors
Indiana
$250K – – –
OC
330
Oppenheimer & Co
New York
$249K -$12.8K -79 -5%
BAMF
331
BI Asset Management Fondsmaeglerselskab
Denmark
$248K – – –
SAF
332
Smith Anglin Financial
Texas
$248K +$248K +1,531 New
FC
333
Forte Capital
New York
$245K -$24.8K -153 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
334
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$244K -$177K -1,092 -42%
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$243K – – –
TSW
336
Thompson Siegel & Walmsley
Virginia
$243K -$81K -500 -25%
SF
337
Synovus Financial
Georgia
$243K -$2.27K -14 -0.9%
BP
338
Ballentine Partners
Massachusetts
$242K +$15.7K +97 +7%
RCAG
339
Rehmann Capital Advisory Group
Michigan
$238K -$21.4K -132 -8%
SP
340
Symmetry Partners
Connecticut
$235K – – –
Luther King Capital Management (LKCM)
341
Luther King Capital Management (LKCM)
Texas
$229K – – –
MCM
342
MAI Capital Management
Ohio
$227K – – –
Ensign Peak Advisors
343
Ensign Peak Advisors
Utah
$227K -$3.41M -21,075 -94%
FNBT
344
FineMark National Bank & Trust
Florida
$226K – – –
FCP
345
Fidelis Capital Partners
Florida
$225K – – –
ACM
346
Avalon Capital Management
California
$222K +$222K +1,370 New
GT
347
Greenleaf Trust
Michigan
$221K +$1.13K +7 +0.5%
CWM
348
Calamos Wealth Management
Illinois
$220K – – –
PRC
349
Pearl River Capital
Michigan
$220K -$98K -605 -31%
TAM
350
Tocqueville Asset Management
New York
$219K +$21.1K +130 +11%
12 13
14
15 16