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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 %
CWP
401
Concord Wealth Partners
Virginia
$1K 7 – –
AssetMark Inc
402
AssetMark Inc
California
$1K 4 – –
SC
403
Schubert & Co
Texas
$1K 5 +5 New
JWA
404
JFS Wealth Advisors
Pennsylvania
$1K 5 +5 New
ACK
405
Andrew C. Karlinski
$1K 5 +5 New
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$1K 8 +8 New
BEI
407
Benjamin Edwards Inc
Missouri
$1K 9 +9 New
QC
408
Quent Capital
New York
$1K 9 +9 New
CAC
409
Core Alternative Capital
Georgia
$1K 10 +10 New
Point72 Asset Management
410
Point72 Asset Management
Connecticut
– – -108,697 Closed
Holocene Advisors
411
Holocene Advisors
New York
– – -40,803 Closed
ACI
412
AMP Capital Investors
Australia
– – -30,793 Closed
EAMA
413
EFG Asset Management (Americas)
Florida
– – -24,829 Closed
First Trust Advisors
414
First Trust Advisors
Illinois
– – -18,385 Closed
EP
415
Edgestream Partners
New Jersey
– – -18,203 Closed
Polen Capital Management
416
Polen Capital Management
Florida
– – -16,074 Closed
FCM
417
Fortis Capital Management
Washington
– – -15,010 Closed
SRAM
418
Spouting Rock Asset Management
Pennsylvania
– – -10,366 Closed
PHK
419
Point72 Hong Kong
Hong Kong
– – -9,089 Closed
MF
420
Magnetar Financial
Illinois
– – -8,553 Closed
VHMC
421
Value Holdings Management Company
New York
– – -6,000 Closed
TSS
422
Two Sigma Securities
New York
– – -4,075 Closed
VanEck Associates
423
VanEck Associates
New York
– – -3,677 Closed
CAM
424
Concorde Asset Management
Michigan
– – -3,598 Closed
PRC
425
Pearl River Capital
Michigan
– – -2,419 Closed
15 16
17
18 19