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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 %
WTC
426
WhitTier Trust Company
Nevada
$9.07K – – –
IA
427
IFP Advisors
Florida
$8.74K – – –
AWM
428
Avior Wealth Management
Nebraska
$8.1K – – –
IA
429
IFS Advisors
Kansas
$8.1K – – –
TWM
430
Tradition Wealth Management
Minnesota
$8K – – –
RTL
431
Red Tortoise LLC
Georgia
$7.94K – – –
MDCM
432
Morgan Dempsey Capital Management
Wisconsin
$7.61K – – –
BIA
433
Bell Investment Advisors
California
$7.45K -$1.62K -10 -18%
BWL
434
Bogart Wealth LLC
Virginia
$7.29K – – –
CTWM
435
Cherry Tree Wealth Management
Minnesota
$7.13K – – –
WBC
436
West Branch Capital
Massachusetts
$6.48K – – –
OCM
437
Orion Capital Management
California
$6.48K +$6.48K +40 New
Jones Financial Companies
438
Jones Financial Companies
Missouri
$5.34K +$5.34K +33 New
CFD
439
Creative Financial Designs
Indiana
$4.7K +$4.7K +29 New
Legacy Financial Group (Iowa)
440
Legacy Financial Group (Iowa)
Iowa
$4.53K +$4.53K +28 New
LFG
441
Larson Financial Group
Missouri
$3.4K +$3.4K +21 New
EWA
442
EverSource Wealth Advisors
Alabama
$2.92K +$486 +3 +20%
GWS
443
Glassman Wealth Services
Virginia
$2.75K -$324 -2 -11%
ZB
444
Zions Bancorporation
Utah
$2.75K – – –
JWA
445
JFS Wealth Advisors
Pennsylvania
$2.75K – – –
TFGT
446
TS Financial Group (TSFG)
Illinois
$2K – – –
BTI
447
Blue Trust Inc
Georgia
$2K +$2K +9 New
SCA
448
Stonebridge Capital Advisors
Minnesota
$1.94K – – –
Walleye Trading
449
Walleye Trading
New York
$1.78K -$794K -4,902 -100%
HH
450
HWG Holdings
Texas
$1.78K – – –
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