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HEICO
HEI

Overview Fund Activity

473 hedge funds and large institutions have $6.74B invested in HEICO in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 182 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+17
Holders Change %
+3.73%
% of All Funds
7.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
52
Increased
127
Reduced
182
Closed
32
Calls
$32M
Puts
$20M
Net Calls
+$11.9M
Net Calls Change
-$14.3M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$43.9M
2
Capital International Investors
Capital International Investors
California
$325M
3
MVIP
Mar Vista Investment Partners
California
$37.7M
4
Lazard Asset Management
Lazard Asset Management
New York
$311M
5
Federated Hermes
Federated Hermes
Pennsylvania
$88.1M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$190M
2
Select Equity Group
Select Equity Group
New York
$0
3
BlackRock
BlackRock
New York
$868M
4
Bessemer Group
Bessemer Group
New Jersey
$61.2M
5
Millennium Management
Millennium Management
New York
$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
451
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.25K -$1.54M -8,723 -100%
GWS
452
Glassman Wealth Services
Virginia
$3.36K – – –
JWA
453
JFS Wealth Advisors
Pennsylvania
$3.01K – – –
ZB
454
Zions Bancorporation
Utah
$3.01K – – –
EWA
455
EverSource Wealth Advisors
Alabama
$2.65K -$35.4K -200 -93%
SCA
456
Stonebridge Capital Advisors
Minnesota
$2.12K – – –
CAL
457
Capital Advisors Ltd
Ohio
$2K -$2.44K -11 -55%
TFGT
458
TS Financial Group (TSFG)
Illinois
$2K +$2K +12 New
HH
459
HWG Holdings
Texas
$1.95K – – –
ANBT
460
American National Bank & Trust
Texas
$1.77K – – –
QC
461
Quent Capital
New York
$1.59K – – –
BWM
462
Baystate Wealth Management
Massachusetts
$1.42K – – –
LIM
463
Longfellow Investment Management
Massachusetts
$1.24K – – –
FFA
464
Farther Finance Advisors
California
$885 – – –
SIC
465
SJS Investment Consulting
Ohio
$708 -$177 -1 -20%
DI
466
Disciplined Investments
Oklahoma
$708 – – –
BAAM
467
Baker Avenue Asset Management
California
$531 – – –
BCMLT
468
Beacon Capital Management LLC (Tennessee)
Tennessee
$354 – – –
GRP
469
Global Retirement Partners
California
$354 – – –
TWD
470
True Wealth Design
Ohio
$177 – – –
AWM
471
Abound Wealth Management
Tennessee
$177 +$177 +1 New
FGAM
472
Financial Gravity Asset Management
Texas
$130 +$130 +177 New
Comerica Bank
473
Comerica Bank
Texas
$12 +$12 +146,645 New
Select Equity Group
474
Select Equity Group
New York
– -$85.7M -501,111 Closed
HF
475
HRT Financial
New York
– -$3.94M -23,056 Closed
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19
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