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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 %
PIM
151
Penobscot Investment Management
Massachusetts
$2.83M -$32.4K -200 -1%
PI
152
Putnam Investments
Massachusetts
$2.81M -$42.9K -265 -2%
AI
153
AdvisorShares Investments
Maryland
$2.78M +$161K +992 +6%
Royal London Asset Management
154
Royal London Asset Management
United Kingdom
$2.77M +$120K +739 +5%
CCM
155
Cinctive Capital Management
New York
$2.75M +$2.75M +16,991 New
KJHP
156
K.J. Harrison & Partners
Ontario, Canada
$2.72M – – –
KBC Group
157
KBC Group
Belgium
$2.7M -$966K -5,969 -26%
Jane Street
158
Jane Street
New York
$2.65M -$1.01M -6,261 -28%
DILIC
159
Dai-ichi Life Insurance Company
Japan
$2.61M +$29.5K +182 +1%
AAM
160
Advisors Asset Management
Colorado
$2.6M -$142K -875 -5%
CIC
161
Carnegie Investment Counsel
Ohio
$2.59M +$18.9K +117 +0.7%
AllianceBernstein
162
AllianceBernstein
Tennessee
$2.57M -$433K -2,672 -14%
WAM
163
Wolverine Asset Management
Illinois
$2.43M +$1.3M +8,000 +114%
DS
164
Dudley & Shanley
Florida
$2.4M – – –
CII
165
Capital International Inc
California
$2.4M +$1.96M +12,110 +445%
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$2.4M +$2.4M +14,828 New
GGHC
167
Gilder Gagnon Howe & Co
New York
$2.4M -$29.1K -180 -1%
ACM
168
Aubrey Capital Management
United Kingdom
$2.32M -$634K -4,400 -21%
AWS
169
Atria Wealth Solutions
New York
$2.31M -$19.6K -121 -0.8%
TCM
170
Teza Capital Management
Illinois
$2.3M +$2.3M +14,214 New
M&T Bank
171
M&T Bank
New York
$2.13M +$310K +1,915 +17%
PAG
172
Private Advisor Group
New Jersey
$2M -$29K -179 -1%
BB
173
Bell Bank
North Dakota
$1.99M -$80.8K -499 -4%
ASRS
174
Arizona State Retirement System
Arizona
$1.93M +$810 +5 +0%
Verition Fund Management
175
Verition Fund Management
Connecticut
$1.93M +$123K +759 +7%
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