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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FHA
376
First Horizon Advisors
Tennessee
$47K +$141 +1 +0.3%
AIM
377
Axiom Investment Management
New York
$43K +$43K +301 New
TFM
378
TFC Financial Management
Massachusetts
$38K – – –
AF
379
Allworth Financial
California
$37K +$17.6K +122 +91%
SWM
380
Spire Wealth Management
Virginia
$35K -$23.8K -166 -40%
AS
381
Altshuler Shaham
Israel
$35K -$1.86K -13 -5%
Fifth Third Bancorp
382
Fifth Third Bancorp
Ohio
$35K +$7K +49 +25%
PA
383
Parallel Advisors
California
$34K +$11.7K +81 +52%
QCG
384
Quadrant Capital Group
Ohio
$31K -$1.16K -8 -4%
HNB
385
Huntington National Bank
Ohio
$28K -$880 -6 -3%
Kayne Anderson Rudnick Investment Management
386
Kayne Anderson Rudnick Investment Management
California
$28K – – –
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$25K +$5.09K +35 +26%
AFS
388
Annapolis Financial Services
Maryland
$23K +$23K +157 New
MAM
389
Meeder Asset Management
Ohio
$21K +$1.14K +8 +6%
VCM
390
Versant Capital Management
Arizona
$20K – – –
WT
391
Whittier Trust
California
$19K -$3.24K -23 -15%
PTC
392
Private Trust Company
Ohio
$19K – – –
WOC
393
West Oak Capital
California
$16K -$27.6K -190 -63%
FF
394
FourThought Financial
Florida
$16K – – –
RTC
395
Riverview Trust Company
Washington
$14K – – –
UB
396
UMB Bank
Missouri
$13K – – –
VCM
397
Vigilant Capital Management
Maine
$12K – – –
TWC
398
TD Waterhouse Canada
Ontario, Canada
$9.3K – – –
TWA
399
TCI Wealth Advisors
Arizona
$9K +$138 +1 +2%
HFM
400
Harvest Fund Management
China
$9K +$9K +61 New
14 15
16
17 18