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HEICO
HEI

Overview Fund Activity

437 hedge funds and large institutions have $5.35B invested in HEICO in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
7.56%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
58
Increased
130
Reduced
157
Closed
33
Calls
$17.6M
Puts
$3.75M
Net Calls
+$13.9M
Net Calls Change
+$2.83M

Top Buyers

1
SO
1
STRS Ohio
Ohio
$30M
2
RP
2
Riverbridge Partners
Minnesota
$176M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$22.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$56M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$23.7M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$297M
2
BlackRock
2
BlackRock
New York
$772M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$61.9M
4
CS
4
Credit Suisse
Switzerland
$76.3M
5
State Street
5
State Street
Massachusetts
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$36M -$6.08M -42,238 -14%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$32.7M +$5.58M +38,738 +21%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$32.4M -$415K -2,883 -1%
Legal & General Group
29
Legal & General Group
United Kingdom
$32.3M -$3.11M -21,628 -9%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$32.2M +$250K +1,734 +0.8%
Invesco
31
Invesco
Georgia
$32M -$1.14M -7,907 -3%
SO
32
STRS Ohio
Ohio
$30M +$28.6M +198,612 +1,986%
EVM
33
Eaton Vance Management
Massachusetts
$28.5M -$803K -5,578 -3%
Swiss National Bank
34
Swiss National Bank
Switzerland
$27.2M -$57.6K -400 -0.2%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$25.7M +$409K +2,844 +2%
William Blair & Company
36
William Blair & Company
Illinois
$25.3M +$114K +790 +0.5%
TG
37
TCW Group
California
$24.9M – – –
Two Sigma Investments
38
Two Sigma Investments
New York
$23.7M +$20.1M +139,420 +555%
AQR Capital Management
39
AQR Capital Management
Connecticut
$22.9M +$5.49M +38,139 +32%
UBS AM
40
UBS AM
Illinois
$22.5M -$2.91M -20,230 -11%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$22.4M -$31.4K -218 -0.1%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$22.3M +$22.3M +155,033 New
Charles Schwab
43
Charles Schwab
California
$22M -$419K -2,913 -2%
TAM
44
Telemark Asset Management
Massachusetts
$21.6M – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$21.1M -$462K -3,212 -2%
NAM
46
Nissay Asset Management
Japan
$19.9M -$337K -2,339 -2%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$19.1M +$12.5M +86,906 +190%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$18.8M -$215K -1,494 -1%
CGPCS
49
Capital Group Private Client Services
California
$18.6M -$325K -2,258 -2%
Stifel Financial
50
Stifel Financial
Missouri
$18.5M +$2.15M +14,963 +13%
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