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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 %
TAM
26
Telemark Asset Management
Massachusetts
$32.5M 225,000 – –
Neuberger Berman Group
27
Neuberger Berman Group
New York
$30.6M 211,990 +946 +0.4%
CGPCS
28
Capital Group Private Client Services
California
$28.9M 200,107 -5,605 -3%
EVM
29
Eaton Vance Management
Massachusetts
$28.1M 195,089 +13,054 +7%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$27.9M 193,374 -28,239 -13%
TG
31
TCW Group
California
$27M 187,088 +11,751 +7%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$25.7M 178,322 -3,755 -2%
William Blair & Company
33
William Blair & Company
Illinois
$25.5M 176,490 -4,154 -2%
EAM
34
EULAV Asset Management
Florida
$24.8M 172,018 -93,033 -35%
Two Sigma Investments
35
Two Sigma Investments
New York
$24.6M 170,330 +170,330 New
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$23.8M 165,258 -5,144 -3%
Swiss National Bank
37
Swiss National Bank
Switzerland
$23.8M 164,903 -7,100 -4%
BAMCO Inc
38
BAMCO Inc
New York
$23.4M 162,243 +36,250 +29%
UBS AM
39
UBS AM
Illinois
$22.3M 154,289 -323 -0.2%
Charles Schwab
40
Charles Schwab
California
$20.6M 142,961 +5,093 +4%
Invesco
41
Invesco
Georgia
$20.6M 142,559 -5,420 -4%
RA
42
Royce & Associates
New York
$18.9M 131,104 -1,694 -1%
Axa
43
Axa
France
$18.4M 127,280 +13,380 +12%
GI
44
GAMCO Investors
Connecticut
$18M 124,795 +20 +0%
NAM
45
Nissay Asset Management
Japan
$18M 124,692 +16,756 +16%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$17.4M 120,971 -11,333 -9%
PPA
47
Parametric Portfolio Associates
Washington
$17.1M 118,768 +6,671 +6%
Citadel Advisors
48
Citadel Advisors
Florida
$16.3M 113,012 +87,374 +341%
Brown Advisory
49
Brown Advisory
Maryland
$15.8M 109,889 -833 -0.8%
Stifel Financial
50
Stifel Financial
Missouri
$15.3M 106,088 +19,366 +22%
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