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HEICO
HEI

Overview Fund Activity

466 hedge funds and large institutions have $6.11B invested in HEICO in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-7
Holders Change %
-1.48%
% of All Funds
7.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
48
Increased
144
Reduced
172
Closed
52
Calls
$20.2M
Puts
$10.3M
Net Calls
+$9.86M
Net Calls Change
-$2.07M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$131M
2
Charles Schwab
2
Charles Schwab
California
$62.7M
3
Capital International Investors
3
Capital International Investors
California
$314M
4
Barclays
4
Barclays
United Kingdom
$34.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$565M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$19.2M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$31.2M
3
Comerica Bank
3
Comerica Bank
Texas
$739K
4
Bessemer Group
4
Bessemer Group
New Jersey
$34.9M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLVIG
376
Oliver Lagore Vanvalin Investment Group
Michigan
$113K -$178K -1,100 -61%
CFFP
377
Center for Financial Planning
Michigan
$113K -$5.34K -33 -5%
SS
378
Sunbelt Securities
Texas
$110K -$7.61K -47 -6%
BS
379
Bessemer Securities
New York
$106K -$355K -2,185 -77%
BCV
380
Banque Cantonale Vaudoise
Switzerland
$94K +$94K +581 New
TPCW
381
TD Private Client Wealth
New York
$91.7K -$1.13K -7 -1%
WCM Investment Management
382
WCM Investment Management
California
$90.2K -$29.6K -182 -25%
PMFA
383
Plante Moran Financial Advisors
Michigan
$86.7K +$648 +4 +0.8%
AF
384
Advisornet Financial
Minnesota
$82.6K +$47.8K +295 +137%
CI Investments Inc
385
CI Investments Inc
Ontario, Canada
$82K +$2.59K +16 +3%
HIA
386
Harbor Investment Advisory
Maryland
$77.7K – – –
HNB
387
Huntington National Bank
Ohio
$76.3K +$44.5K +275 +140%
FDCDDQ
388
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.2K -$54.6K -337 -42%
UFF
389
USA Financial Formulas
Michigan
$73.5K – – –
JWM
390
Janiczek Wealth Management
Colorado
$72.4K +$11.2K +69 +18%
CFB
391
Cullen/Frost Bankers
Texas
$69.5K – – –
PPC
392
Park Place Capital
Alabama
$66.4K – – –
AS
393
AM Squared
Hong Kong
$64.8K +$64.8K +400 New
JFGIW
394
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.1K – – –
HI
395
Harbour Investments
Wisconsin
$55.2K – – –
CPG
396
Cornerstone Planning Group
New Jersey
$54.4K -$1.62K -10 -3%
First Manhattan
397
First Manhattan
New York
$50.8K +$16.2K +100 +47%
TIM
398
Tortoise Investment Management
New York
$48.7K +$162 +1 +0.3%
UM
399
UniSuper Management
Australia
$48.6K – – –
AF
400
Allworth Financial
California
$47.1K +$4.21K +26 +10%
14 15
16
17 18