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HEICO
HEI

Overview Fund Activity

397 hedge funds and large institutions have $4.62B invested in HEICO in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-23
Holders Change %
-5.48%
% of All Funds
6.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
32
Increased
146
Reduced
125
Closed
52
Calls
$26M
Puts
$3.25M
Net Calls
+$22.8M
Net Calls Change
+$32.4M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$326M
2
Norges Bank
2
Norges Bank
Norway
$99.6M
3
FAM
3
Fred Alger Management
New York
$76.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$14.3M
5
WorldQuant Millennium Advisors
5
WorldQuant Millennium Advisors
New York
$11.3M

Top Sellers

1
CBT
1
Capital Bank & Trust
California
$0
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$0
3
Bessemer Group
3
Bessemer Group
New Jersey
$86.3M
4
Bank of America
4
Bank of America
North Carolina
$46.6M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHAA
426
Henry H. Armstrong Associates
Pennsylvania
– -$264K -1,900 Closed
VPIM
427
Vanguard Personalized Indexing Management
California
– -$251K -1,803 Closed
N
428
Natixis
France
– -$249K -1,786 Closed
Comerica Bank
429
Comerica Bank
Texas
– -$227K -1,784 Closed
WANY
430
Wealthspire Advisors (New York)
New York
– -$218K -1,562 Closed
SF
431
Synovus Financial
Georgia
– -$209K -1,500 Closed
CWM
432
Calamos Wealth Management
Illinois
– -$207K -1,484 Closed
Cerity Partners
433
Cerity Partners
New York
– -$207K -1,483 Closed
SP
434
Symmetry Partners
Connecticut
– -$202K -1,449 Closed
CWM
435
Connecticut Wealth Management
Connecticut
– -$200K -1,437 Closed
MC
436
Maverick Capital
Texas
– -$100K -717 Closed
LS
437
Livforsakringsbolaget Skandia
Sweden
– -$70K -500 Closed
PI
438
PEAK6 Investments
Illinois
– -$49K -350 Closed
TCOV
439
Trust Company of Vermont
Vermont
– -$49K -350 Closed
EFSCE
440
Enterprise Financial Services Corp (EFSC)
Missouri
– -$42K -300 Closed
CG
441
Cutler Group
California
– -$27K -200 Closed
GCM
442
Gables Capital Management
Florida
– -$28K -200 Closed
SB
443
Strategic Blueprint
Georgia
– -$20K -144 Closed
SAM
444
Shell Asset Management
Netherlands
– -$11K -78 Closed
CFO
445
CVA Family Office
Colorado
– -$5K -39 Closed
PGAM
446
Princeton Global Asset Management
New Jersey
– -$3K -24 Closed
NIM
447
NuWave Investment Management
New Jersey
– -$2K -11 Closed
14 15 16 17
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