414 hedge funds and large institutions have $4.85B invested in HEICO in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 153 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-18
Holders Change %
-4.17%
% of All Funds
7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
133
Reduced
153
Closed
52
Calls
$24M
Puts
$13M
Net Calls
+$11M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$32.3M +$1.57M +11,997 +5%
Goldman Sachs
27
Goldman Sachs
New York
$31.3M -$9.99M -76,226 -24%
Invesco
28
Invesco
Georgia
$30.2M +$1.66M +12,650 +6%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$29.9M -$547K -4,171 -2%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$29.1M +$1.09M +8,343 +4%
EVM
31
Eaton Vance Management
Massachusetts
$26.7M -$971K -7,407 -4%
Swiss National Bank
32
Swiss National Bank
Switzerland
$24.8M +$144K +1,100 +0.6%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$24.7M -$4.54M -34,660 -16%
Marshall Wace
34
Marshall Wace
United Kingdom
$24.4M +$23.8M +181,332 +3,703%
UBS AM
35
UBS AM
Illinois
$23.1M +$2.34M +17,864 +11%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$23M -$2.74M -20,902 -11%
William Blair & Company
37
William Blair & Company
Illinois
$22.9M -$188K -1,433 -0.8%
TG
38
TCW Group
California
$22.7M
First Trust Advisors
39
First Trust Advisors
Illinois
$21.1M +$21.1M +161,059 New
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$20.5M -$26.4K -201 -0.1%
Charles Schwab
41
Charles Schwab
California
$20.4M +$922K +7,031 +5%
TAM
42
Telemark Asset Management
Massachusetts
$19.7M -$9.83M -75,000 -33%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$19.7M +$13.5M +103,066 +220%
NAM
44
Nissay Asset Management
Japan
$18.5M +$1.11M +8,497 +6%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$17.3M +$6.39M +48,725 +59%
CGPCS
46
Capital Group Private Client Services
California
$17.2M -$600K -4,577 -3%
RA
47
Royce & Associates
New York
$17.2M
BAMCO Inc
48
BAMCO Inc
New York
$16.5M -$4.75M -36,250 -22%
GI
49
GAMCO Investors
Connecticut
$16.3M
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$16.3M -$139K -1,061 -0.8%