HEI icon

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 %
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$13.1M -$897K -5,539 -6%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$12.6M -$2.22M -13,684 -15%
Zurich Cantonal Bank
78
Zurich Cantonal Bank
Switzerland
$12.3M -$751K -4,639 -6%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$11.4M -$195K -1,204 -2%
Amundi
80
Amundi
France
$11.2M -$477K -2,891 -4%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$11.2M +$159K +981 +1%
CAM
82
Congress Asset Management
Massachusetts
$11.1M -$41.8K -258 -0.4%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$11M +$2.72M +16,781 +33%
Wells Fargo
84
Wells Fargo
California
$10.8M +$97.8K +604 +0.9%
Nomura Asset Management
85
Nomura Asset Management
Japan
$10.5M +$1.04M +6,417 +11%
DIGDR
86
Dynamo Internacional Gestao de Recursos
Brazil
$10.4M +$2.24M +17,323 +27%
Deutsche Bank
87
Deutsche Bank
Germany
$10.2M -$1.54M -9,515 -13%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$10.1M +$406K +2,509 +4%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$10.1M +$1M +6,184 +11%
Asset Management One
90
Asset Management One
Japan
$9.71M -$349K -2,153 -3%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$9.58M -$1.12M -6,929 -10%
Victory Capital Management
92
Victory Capital Management
Texas
$9.26M -$2.68M -16,577 -22%
SCA
93
Snowden Capital Advisors
New York
$9.17M -$103K -635 -1%
RJA
94
Raymond James & Associates
Florida
$8.9M -$497K -3,068 -5%
ICP
95
Ironvine Capital Partners
Nebraska
$8.74M -$324 -2 -0%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$8.74M -$7.12M -43,998 -45%
GIA
97
Gateway Investment Advisers
Ohio
$8.43M -$4.37K -27 -0.1%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$8.03M +$11.3K +70 +0.1%
AF
99
Alerus Financial
North Dakota
$8M +$57.6K +356 +0.7%
Two Sigma Investments
100
Two Sigma Investments
New York
$7.92M +$1.1M +6,776 +16%
2 3
4
5 6