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HEICO
HEI

Overview Fund Activity

411 hedge funds and large institutions have $5.21B invested in HEICO in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 137 reducing their positions, and 40 closing their positions.

Holders
411
Holders Change
+14
Holders Change %
+3.53%
% of All Funds
6.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
129
Reduced
137
Closed
40
Calls
$29.8M
Puts
$3.74M
Net Calls
+$26.1M
Net Calls Change
+$3.29M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$502M
2
BlackRock
2
BlackRock
New York
$779M
3
Bank of America
3
Bank of America
North Carolina
$79.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$24.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$55.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.15M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$47.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$483M
4
State Street
4
State Street
Massachusetts
$208M
5
Bessemer Group
5
Bessemer Group
New Jersey
$76.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
176
J.P. Morgan Private Wealth Advisors
California
$1.56M 10,808 +318 +3%
DILIC
177
Dai-ichi Life Insurance Company
Japan
$1.55M 10,730 +75 +0.7%
DCM
178
Dupont Capital Management
Delaware
$1.53M 10,618 +507 +5%
MTCM
179
Mint Tower Capital Management
Netherlands
$1.52M 10,514 -4,721 -31%
Man Group
180
Man Group
United Kingdom
$1.46M 10,095 -1,976 -16%
DCM
181
Davidson Capital Management
Texas
$1.44M 9,953 +376 +4%
CIS
182
Capital International Sarl
California
$1.41M 9,770 +2,325 +31%
RJFSA
183
Raymond James Financial Services Advisors
Florida
$1.33M 9,199 -1,084 -11%
AI
184
AdvisorShares Investments
Maryland
$1.3M 9,003 +947 +12%
CG
185
Colony Group
Massachusetts
$1.28M 8,846 -118 -1%
MC
186
Moors & Cabot
Massachusetts
$1.27M 8,785 – –
DAC
187
Dividend Assets Capital
South Carolina
$1.24M 8,600 +110 +1%
Nomura Asset Management
188
Nomura Asset Management
Japan
$1.22M 8,470 – –
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$1.22M 8,447 -8,375 -50%
Fiera Capital (Canada)
190
Fiera Capital (Canada)
Quebec, Canada
$1.19M 8,251 – –
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$1.17M 8,072 -22,927 -74%
URS
192
Utah Retirement Systems
Utah
$1.17M 8,090 – –
VAS
193
Vestmark Advisory Solutions
Massachusetts
$1.16M 8,054 +354 +5%
DWM
194
Doyle Wealth Management
Florida
$1.16M 8,041 – –
GIBU
195
Gulf International Bank (UK)
United Kingdom
$1.16M 8,015 -1,300 -14%
ATPW
196
Ashton Thomas Private Wealth
Arizona
$1.14M 7,913 +7,913 New
ECM
197
Ensemble Capital Management
California
$1.11M 7,724 -72 -0.9%
MW
198
Marcum Wealth
Ohio
$1.1M 7,652 – –
BCIM
199
British Columbia Investment Management
British Columbia, Canada
$1.1M 7,620 -406 -5%
BNP Paribas Asset Management
200
BNP Paribas Asset Management
France
$1.09M 7,567 -397 -5%
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