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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 %
JFGIW
351
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K 365 – –
TIM
352
Tortoise Investment Management
New York
$51K 351 +351 New
Koshinski Asset Management
353
Koshinski Asset Management
Illinois
$49.2K 341 -42 -11%
BWM
354
Baystate Wealth Management
Massachusetts
$49K 336 – –
PA
355
Parallel Advisors
California
$48K 331 +87 +36%
CWS
356
Confluence Wealth Services
Pennsylvania
$44K 307 +307 New
WOC
357
West Oak Capital
California
$43K 300 -100 -25%
CI Investments Inc
358
CI Investments Inc
Ontario, Canada
$32K 224 +8 +4%
JWM
359
Janiczek Wealth Management
Colorado
$29K 199 +86 +76%
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$28K 196 – –
TFM
361
TFC Financial Management
Massachusetts
$28K 197 – –
PCG
362
Private Capital Group
Connecticut
$28K 196 – –
CAL
363
Capital Analysts LLC
Pennsylvania
$26K 183 – –
FIA
364
FNY Investment Advisers
New York
$25K 175 -3,105 -95%
WT
365
Whittier Trust
California
$23K 158 – –
VCM
366
Versant Capital Management
Arizona
$20K 137 – –
QCG
367
Quadrant Capital Group
Ohio
$18K 126 +8 +7%
SWM
368
Selective Wealth Management
Virginia
$17K 117 – –
TRCT
369
Tower Research Capital (TRC)
New York
$16K 114 -707 -86%
FF
370
FourThought Financial
Florida
$16K 112 – –
UB
371
UMB Bank
Missouri
$13K 89 +89 New
AF
372
Allworth Financial
California
$12K 85 – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
373
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12K 83 – –
TWA
374
TCI Wealth Advisors
Arizona
$9K 60 +18 +43%
MFAM
375
Motley Fool Asset Management
Virginia
$9K 60 +60 New
13 14
15
16 17