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
TD Asset Management
Ontario, Canada
$131M
2
Charles Schwab
Charles Schwab
California
$62.7M
3
Capital International Investors
Capital International Investors
California
$314M
4
Barclays
Barclays
United Kingdom
$34.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$565M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$19.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$31.2M
3
Comerica Bank
Comerica Bank
Texas
$739K
4
Bessemer Group
Bessemer Group
New Jersey
$34.9M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$4.16M -$12.8K -79 -0.3%
FAF
127
Fjarde Ap-fonden
Sweden
$4.1M +$696K +4,300 +20%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$4.06M -$61.9K -382 -2%
Mitsubishi UFJ Trust & Banking
129
Mitsubishi UFJ Trust & Banking
Japan
$4.03M -$117K -720 -3%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$3.77M +$83.6K +516 +2%
Truist Financial
131
Truist Financial
North Carolina
$3.67M -$180K -1,111 -5%
CI
132
Capital International
California
$3.66M +$3.66M +22,628 New
APC
133
Alpine Peaks Capital
New York
$3.63M -$64.8K -400 -2%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$3.63M +$2.36M +14,603 +187%
AWCI
135
Alpine Woods Capital Investors
New York
$3.61M +$220K +1,356 +6%
CHAM
136
Clear Harbor Asset Management
Connecticut
$3.6M -$48.1K -297 -1%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$3.55M – – –
MML Investors Services
138
MML Investors Services
Massachusetts
$3.49M -$436K -2,690 -11%
MSV
139
MN Services Vermogensbeheer
Netherlands
$3.4M – – –
RI
140
Redwood Investments
Massachusetts
$3.33M -$29.5K -182 -0.9%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$3.31M +$16.5K +102 +0.5%
DAC
142
Dividend Assets Capital
South Carolina
$3.25M +$914K +5,644 +39%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$3.21M -$20.6M -127,477 -87%
ECM
144
ExodusPoint Capital Management
New York
$3.2M +$3.2M +19,733 New
Pictet Asset Management
145
Pictet Asset Management
Switzerland
$3.19M +$3.19M +19,728 New
AIM
146
ARK Investment Management
Florida
$3.14M -$92.6K -572 -3%
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$3M -$330K -2,037 -10%
LPL Financial
148
LPL Financial
California
$2.93M +$356K +2,201 +14%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$2.89M -$333K -2,054 -10%
DZ Bank
150
DZ Bank
Germany
$2.87M -$1.85M -11,430 -39%
4 5
6
7 8