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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
+$43.3M
2
Capital International Investors
Capital International Investors
California
+$35.9M
3
MVIP
Mar Vista Investment Partners
California
+$33.2M
4
Lazard Asset Management
Lazard Asset Management
New York
+$30.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$24M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$115M
2
Select Equity Group
Select Equity Group
New York
-$85.7M
3
BlackRock
BlackRock
New York
-$29.5M
4
Bessemer Group
Bessemer Group
New Jersey
-$20.7M
5
Millennium Management
Millennium Management
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
351
Luther King Capital Management (LKCM)
Texas
$250K – – –
MM
352
MQS Management
New York
$249K -$282K -1,595 -53%
MCM
353
MAI Capital Management
Ohio
$248K -$2.83K -16 -1%
FNBT
354
FineMark National Bank & Trust
Florida
$247K -$62.3K -352 -20%
BP
355
Ballentine Partners
Massachusetts
$247K +$247K +1,395 New
FCP
356
Fidelis Capital Partners
Florida
$246K – – –
CWM
357
Calamos Wealth Management
Illinois
$241K – – –
GT
358
Greenleaf Trust
Michigan
$240K -$1.42K -8 -0.6%
O
359
Ossiam
France
$239K +$112K +635 +89%
MSFP
360
Mark Sheptoff Financial Planning
Connecticut
$229K – – –
PMAM
361
Picton Mahoney Asset Management
Ontario, Canada
$229K -$13.3K -75 -5%
PA
362
PFG Advisors
Arizona
$227K +$227K +1,285 New
IWC
363
Integrated Wealth Concepts
Massachusetts
$224K -$29.2K -165 -12%
Manulife (Manufacturers Life Insurance)
364
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$223K -$2.48K -14 -1%
PIA
365
Powell Investment Advisors
Florida
$219K – – –
MA
366
Montag & Associates
Georgia
$219K – – –
EWM
367
Endurance Wealth Management
Rhode Island
$219K – – –
AMCA
368
Arthur M. Cohen & Associates
Illinois
$216K – – –
TAM
369
Tocqueville Asset Management
New York
$216K +$216K +1,220 New
AIM
370
Anchor Investment Management
South Carolina
$216K -$82.8K -468 -28%
BEI
371
Benjamin Edwards Inc
Missouri
$215K -$21.1K -119 -9%
EL
372
Essex LLC
Illinois
$212K +$212K +1,200 New
API
373
Advisor Partners II
California
$211K +$211K +1,195 New
TW
374
TrinityPoint Wealth
Connecticut
$211K – – –
GVAG
375
Great Valley Advisor Group
Delaware
$205K +$205K +1,159 New
13 14
15
16 17