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HEICO
HEI

Overview Fund Activity

397 hedge funds and large institutions have $4.62B invested in HEICO in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-23
Holders Change %
-5.48%
% of All Funds
6.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
32
Increased
146
Reduced
125
Closed
52
Calls
$26M
Puts
$3.25M
Net Calls
+$22.8M
Net Calls Change
+$32.4M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$326M
2
Norges Bank
2
Norges Bank
Norway
$99.6M
3
FAM
3
Fred Alger Management
New York
$76.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$14.3M
5
WorldQuant Millennium Advisors
5
WorldQuant Millennium Advisors
New York
$11.3M

Top Sellers

1
CBT
1
Capital Bank & Trust
California
$0
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$0
3
Bessemer Group
3
Bessemer Group
New Jersey
$86.3M
4
Bank of America
4
Bank of America
North Carolina
$46.6M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
351
CI Investments Inc
Ontario, Canada
$28K – – –
LWM
352
Liberty Wealth Management
California
$28K +$22.3K +156 +390%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$26K – – –
TFM
354
TFC Financial Management
Massachusetts
$26K – – –
PCG
355
Private Capital Group
Connecticut
$26K – – –
CAL
356
Capital Analysts LLC
Pennsylvania
$24K +$24K +183 New
TG
357
TCW Group
California
$23.1K +$2.93K +22,208 +15%
HI
358
Harbour Investments
Wisconsin
$22K – – –
AWA
359
Arkadios Wealth Advisors
Georgia
$22K +$128 +1 +0.6%
WT
360
Whittier Trust
California
$21K – – –
VCM
361
Versant Capital Management
Arizona
$18K – – –
QCG
362
Quadrant Capital Group
Ohio
$16K +$136 +1 +0.9%
JWM
363
Janiczek Wealth Management
Colorado
$15K +$1.33K +10 +10%
SWM
364
Selective Wealth Management
Virginia
$15K +$11.9K +93 +388%
FF
365
FourThought Financial
Florida
$14K – – –
GRP
366
Global Retirement Partners
California
$13K – – –
Twin Tree Management
367
Twin Tree Management
Texas
$13K +$13K +99 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
368
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11K -$97.3K -734 -90%
Skandinaviska Enskilda Banken (SEB)
369
Skandinaviska Enskilda Banken (SEB)
Sweden
$11K – – –
AF
370
Allworth Financial
California
$11K – – –
MAM
371
Meeder Asset Management
Ohio
$10K +$133 +1 +1%
GFPC
372
Global Financial Private Client
Florida
$7.72K – – –
VNA
373
Valley National Advisers
Pennsylvania
$7K – – –
SQA
374
Simon Quick Advisors
New Jersey
$7K +$603 +5 +9%
RTL
375
Red Tortoise LLC
Georgia
$7K +$7K +49 New
13 14
15
16 17