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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 %
ANBT
451
American National Bank & Trust
Texas
$1.62K – – –
QC
452
Quent Capital
New York
$1.46K – – –
BWM
453
Baystate Wealth Management
Massachusetts
$1.3K – – –
LIM
454
Longfellow Investment Management
Massachusetts
$1.13K – – –
CAL
455
Capital Advisors Ltd
Ohio
$1K – – –
CAL
456
Capital Analysts LLC
Pennsylvania
$1K +$1K +7 New
SFG
457
Steward Financial Group
Texas
$1K +$1K +11 New
FFA
458
Farther Finance Advisors
California
$810 – – –
SIC
459
SJS Investment Consulting
Ohio
$648 – – –
IRC
460
Investors Research Corp
Georgia
$648 +$648 +4 New
HGERS
461
Householder Group Estate & Retirement Specialist
Arizona
$486 +$486 +3 New
GRP
462
Global Retirement Partners
California
$482 +$161 +1 +50%
BCMLT
463
Beacon Capital Management LLC (Tennessee)
Tennessee
$354 – – –
AWM
464
Abound Wealth Management
Tennessee
$163 – – –
TWD
465
True Wealth Design
Ohio
$162 – – –
Marshall Wace
466
Marshall Wace
United Kingdom
– -$19.5M -110,429 Closed
JGC
467
J. Goldman & Co
New York
– -$12.1M -68,231 Closed
PAMP
468
Polar Asset Management Partners
Ontario, Canada
– -$5.08M -28,700 Closed
SSA
469
Schonfeld Strategic Advisors
New York
– -$4.91M -27,740 Closed
Lord, Abbett & Co
470
Lord, Abbett & Co
New Jersey
– -$4.63M -26,145 Closed
Tudor Investment Corp
471
Tudor Investment Corp
Connecticut
– -$4.16M -23,520 Closed
Swedbank
472
Swedbank
Sweden
– -$3.34M -18,857 Closed
WMSA
473
Weiss Multi-Strategy Advisers
New York
– -$3.19M -18,007 Closed
FRAF
474
Första AP-fonden
Sweden
– -$3.04M -17,200 Closed
Walleye Capital
475
Walleye Capital
New York
– -$2.87M -16,198 Closed
17 18
19
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