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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.

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 %
GFPC
401
Global Financial Private Client
Florida
$8.42K – – –
BIA
402
Bell Investment Advisors
California
$8K +$429 +3 +6%
AWM
403
Avior Wealth Management
Nebraska
$7K – – –
LC
404
Lindbrook Capital
California
$7K +$429 +3 +7%
MDCM
405
Morgan Dempsey Capital Management
Wisconsin
$7K +$7K +47 New
TWM
406
Tradition Wealth Management
Minnesota
$7K +$7K +50 New
HR
407
Howe & Rusling
New York
$6K – – –
WBC
408
West Branch Capital
Massachusetts
$6K – – –
OCM
409
Orion Capital Management
California
$6K – – –
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$6K +$2.05K +14 +52%
QC
411
Quent Capital
New York
$6K +$4.74K +34 +378%
EI
412
Ellevest Inc
New York
$5K -$2.27K -15 -31%
CA
413
Crewe Advisors
Utah
$5K – – –
MCC
414
Money Concepts Capital
Florida
$5K – – –
HI
415
Harbour Investments
Wisconsin
$5K – – –
GI
416
Gradient Investments
Minnesota
$4K +$4K +27 New
SPIA
417
Steward Partners Investment Advisory
New York
$3K -$2.53K -16 -46%
ZB
418
Zions Bancorporation
Utah
$3K – – –
DCM
419
Davidson Capital Management
Texas
$3K +$714 +5 +31%
GWS
420
Glassman Wealth Services
Virginia
$2K -$909 -5 -31%
HGWM
421
Harvest Group Wealth Management
Massachusetts
$2K -$769 -5 -28%
SCA
422
Stonebridge Capital Advisors
Minnesota
$2K – – –
CWM
423
Castle Wealth Management
Florida
$2K – – –
JWA
424
JFS Wealth Advisors
Pennsylvania
$2K – – –
EWA
425
EverSource Wealth Advisors
Alabama
$2K – – –
15 16
17
18 19