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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 %
BCM
476
BlueCrest Capital Management
Jersey
– -$1.68M -9,816 Closed
Nomura Holdings
477
Nomura Holdings
Japan
– -$1.58M -9,260 Closed
WEG
478
World Equity Group
Illinois
– -$239K -8,599 Closed
WBC
479
Westpac Banking Corp
Australia
– -$761K -4,448 Closed
BA
480
Bellwether Advisors
Nebraska
– -$610K -3,565 Closed
GC
481
Guggenheim Capital
Illinois
– -$551K -3,219 Closed
Assenagon Asset Management
482
Assenagon Asset Management
Luxembourg
– -$516K -3,018 Closed
WG
483
Winton Group
United Kingdom
– -$477K -2,788 Closed
CCIA
484
Campbell & Co Investment Adviser
Maryland
– -$469K -2,744 Closed
TC
485
TwinBeech Capital
New York
– -$459K -2,684 Closed
PMEF
486
Point72 Middle East FZE
United Arab Emirates
– -$443K -2,591 Closed
Bank of Nova Scotia
487
Bank of Nova Scotia
Ontario, Canada
– -$404K -2,362 Closed
APA
488
Astoria Portfolio Advisors
New York
– -$273K -1,620 Closed
ESCM
489
Echo Street Capital Management
New York
– -$238K -1,390 Closed
DA
490
Duality Advisers
Florida
– -$221K -1,291 Closed
HHGA
491
Halbert Hargrove Global Advisors
California
– -$209K -1,222 Closed
EWA
492
Exencial Wealth Advisors
Oklahoma
– -$206K -1,206 Closed
MC
493
Machina Capital
France
– -$56.1K -328 Closed
BAM
494
Belpointe Asset Management
Nevada
– -$50.3K -294 Closed
HT
495
Headlands Technologies
Illinois
– -$42.6K -249 Closed
AS
496
Altshuler Shaham
Israel
– -$29.9K -175 Closed
HFM
497
Harvest Fund Management
China
– -$10K -61 Closed
TWA
498
TCI Wealth Advisors
Arizona
– -$9.75K -57 Closed
OCM
499
Orion Capital Management
California
– -$6.84K -40 Closed
JFA
500
JNBA Financial Advisors
Minnesota
– -$6.67K -39 Closed
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