HEI icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
VI
351
Vestcor Inc
New Brunswick, Canada
$148K 1,027 +13 +1%
Nisa Investment Advisors
352
Nisa Investment Advisors
Missouri
$144K 1,000 – –
BEI
353
Benjamin Edwards Inc
Missouri
$139K 965 -8 -0.8%
TRCT
354
Tower Research Capital (TRC)
New York
$137K 950 -417 -31%
CFFP
355
Center for Financial Planning
Michigan
$118K 821 – –
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$117K 812 -25 -3%
GIA
357
GHP Investment Advisors
Colorado
$114K 790 +1 +0.1%
AIG
358
American International Group
New York
$99K 690 +2 +0.3%
HIA
359
Harbor Investment Advisory
Maryland
$98K 680 – –
S
360
SignatureFD
Georgia
$98K 679 +155 +30%
WTC
361
WhitTier Trust Company
Nevada
$94K 650 +650 New
C
362
Covestor
United Kingdom
$87K 604 +512 +557%
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$81K 566 +33 +6%
O
364
Ossiam
France
$81K 564 +564 New
Macquarie Group
365
Macquarie Group
Australia
$79K 544 -10 -2%
PMFA
366
Plante Moran Financial Advisors
Michigan
$73K 507 +6 +1%
PWC
367
PYA Waltman Capital
Tennessee
$72K 499 – –
TPCW
368
TD Private Client Wealth
New York
$70.6K 490 – –
First Manhattan
369
First Manhattan
New York
$66K 464 – –
NR
370
Newfound Research
Massachusetts
$60K 414 -302 -42%
HL
371
Harding Loevner
New Jersey
$60K 419 – –
JFGIW
372
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K 365 -12 -3%
TIM
373
Tortoise Investment Management
New York
$51K 351 – –
JWM
374
Janiczek Wealth Management
Colorado
$49K 327 – –
WFA
375
Wipfli Financial Advisors
Wisconsin
$49K 339 +339 New
13 14
15
16 17