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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 %
BA
426
Bridgewater Associates
Connecticut
– – -2,374 Closed
TI
427
Trexquant Investment
Connecticut
– – -2,287 Closed
OQS
428
Occudo Quantitative Strategies
Florida
– – -2,276 Closed
Wolverine Trading
429
Wolverine Trading
Illinois
– – -2,268 Closed
CPO
430
Cerity Partners OCIO
New York
– – -2,127 Closed
CM
431
Capula Management
Cayman Islands
– – -1,918 Closed
XT
432
XTX Topco
Cayman Islands
– – -1,702 Closed
RE
433
RBC Europe
United Kingdom
– – -1,567 Closed
FCM
434
Firestone Capital Management
Florida
– – -1,103 Closed
NICM
435
Neo Ivy Capital Management
New York
– – -768 Closed
Vontobel Holding
436
Vontobel Holding
Switzerland
– – -684 Closed
VCM
437
Vigilant Capital Management
Maine
– – -365 Closed
DFCM
438
Dark Forest Capital Management
Puerto Rico
– – -362 Closed
LWM
439
Liberty Wealth Management
California
– – -196 Closed
AWA
440
Arkadios Wealth Advisors
Georgia
– – -172 Closed
GRP
441
Global Retirement Partners
California
– – -100 Closed
Twin Tree Management
442
Twin Tree Management
Texas
– – -99 Closed
Skandinaviska Enskilda Banken (SEB)
443
Skandinaviska Enskilda Banken (SEB)
Sweden
– – -87 Closed
MAM
444
Meeder Asset Management
Ohio
– – -75 Closed
VNA
445
Valley National Advisers
Pennsylvania
– – -55 Closed
RTL
446
Red Tortoise LLC
Georgia
– – -49 Closed
HI
447
Hudock Inc
Pennsylvania
– – -43 Closed
PCTC
448
Perkins Coie Trust Company
Washington
– – -22 Closed
FMII
449
Farmers & Merchants Investments Inc
Nebraska
– – -3 Closed
PI
450
PEAK6 Investments
Illinois
– – – –
15 16 17
18
19