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HEICO
HEI

Overview Fund Activity

397 hedge funds and large institutions have $4.62B invested in HEICO in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-23
Holders Change %
-5.48%
% of All Funds
6.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
32
Increased
146
Reduced
125
Closed
52
Calls
$26M
Puts
$3.25M
Net Calls
+$22.8M
Net Calls Change
+$32.4M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$326M
2
Norges Bank
2
Norges Bank
Norway
$99.6M
3
FAM
3
Fred Alger Management
New York
$76.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$14.3M
5
WorldQuant Millennium Advisors
5
WorldQuant Millennium Advisors
New York
$11.3M

Top Sellers

1
CBT
1
Capital Bank & Trust
California
$0
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$0
3
Bessemer Group
3
Bessemer Group
New Jersey
$86.3M
4
Bank of America
4
Bank of America
North Carolina
$46.6M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
PFG Advisors
Arizona
$1.48M -$50.1K -380 -3%
VWM
177
Venturi Wealth Management
Texas
$1.48M -$5.01K -38 -0.3%
VFA
178
Voya Financial Advisors
Connecticut
$1.41M +$135K +1,009 +11%
DILIC
179
Dai-ichi Life Insurance Company
Japan
$1.41M +$350K +2,655 +33%
JPMPWA
180
J.P. Morgan Private Wealth Advisors
California
$1.38M +$111K +842 +9%
Janus Henderson Group
181
Janus Henderson Group
United Kingdom
$1.38M -$882K -6,687 -39%
SRAM
182
Spouting Rock Asset Management
Pennsylvania
$1.37M +$281K +2,130 +26%
GAM
183
Gotham Asset Management
New York
$1.36M +$877K +6,650 +180%
RJFSA
184
Raymond James Financial Services Advisors
Florida
$1.36M -$43K -326 -3%
DCM
185
Dupont Capital Management
Delaware
$1.33M +$21.6K +164 +2%
DCM
186
Davidson Capital Management
Texas
$1.26M +$49.2K +373 +4%
GIBU
187
Gulf International Bank (UK)
United Kingdom
$1.23M – – –
PHK
188
Point72 Hong Kong
Hong Kong
$1.2M +$443K +3,361 +59%
CG
189
Colony Group
Massachusetts
$1.18M – – –
MC
190
Moors & Cabot
Massachusetts
$1.16M -$104K -788 -8%
MF
191
Magnetar Financial
Illinois
$1.13M +$1.13M +8,553 New
DAC
192
Dividend Assets Capital
South Carolina
$1.12M +$3.43K +26 +0.3%
Nomura Asset Management
193
Nomura Asset Management
Japan
$1.12M – – –
Fiera Capital (Canada)
194
Fiera Capital (Canada)
Quebec, Canada
$1.09M – – –
URS
195
Utah Retirement Systems
Utah
$1.07M -$65.9K -500 -6%
AI
196
AdvisorShares Investments
Maryland
$1.06M -$1.91M -14,454 -64%
DWM
197
Doyle Wealth Management
Florida
$1.06M – – –
BCIM
198
British Columbia Investment Management
British Columbia, Canada
$1.06M – – –
BNP Paribas Asset Management
199
BNP Paribas Asset Management
France
$1.05M -$19.1K -145 -2%
Franklin Resources
200
Franklin Resources
California
$1.05M -$5.54K -42 -0.5%
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