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HEICO
HEI

Overview Fund Activity

449 hedge funds and large institutions have $5.79B invested in HEICO in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 152 reducing their positions, and 37 closing their positions.

Holders
449
Holders Change
+12
Holders Change %
+2.75%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
59
Increased
148
Reduced
152
Closed
37
Calls
$22.4M
Puts
$8.57M
Net Calls
+$13.8M
Net Calls Change
-$43K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$129M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$39.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$45.3M
4
SAM
4
Scopus Asset Management
New York
$23.4M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$24.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$787M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$41.1M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$10.9M
4
EAM
4
Erste Asset Management
Austria
$516K
5
WCM Investment Management
5
WCM Investment Management
California
$111K
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
176
Kestra Advisory Services
Texas
$1.74M 11,308 +3,928 +53%
Corient Private Wealth
177
Corient Private Wealth
Florida
$1.72M 11,205 +11,205 New
CRC
178
Curi RMB Capital
Illinois
$1.72M 11,194 -7,355 -40%
Canada Life
179
Canada Life
Manitoba, Canada
$1.72M 11,121 +1,177 +12%
CG
180
Colony Group
Massachusetts
$1.62M 10,515 +1,669 +19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
181
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.61M 10,500 -17,500 -63%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$1.5M 9,220 -3,338 -27%
DCM
183
Dupont Capital Management
Delaware
$1.49M 9,719 -1,429 -13%
DAC
184
Dividend Assets Capital
South Carolina
$1.49M 9,706 +606 +7%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$1.49M 9,678 +3,967 +69%
BNP Paribas Asset Management
186
BNP Paribas Asset Management
France
$1.47M 9,544 +723 +8%
LTAS
187
Linden Thomas Advisory Services
North Carolina
$1.44M 9,357 +9,357 New
ATPW
188
Ashton Thomas Private Wealth
Arizona
$1.44M 9,355 -20 -0.2%
GAM
189
Gotham Asset Management
New York
$1.37M 8,942 +4,901 +121%
AI
190
AdvisorShares Investments
Maryland
$1.3M 8,467 -7,802 -48%
DA
191
Duality Advisers
Florida
$1.3M 8,438 +8,438 New
MC
192
Moors & Cabot
Massachusetts
$1.29M 8,411 -200 -2%
VFA
193
Voya Financial Advisors
Connecticut
$1.25M 8,126 -2,742 -25%
URS
194
Utah Retirement Systems
Utah
$1.24M 8,090 +100 +1%
Man Group
195
Man Group
United Kingdom
$1.21M 7,897 +7,897 New
GIBU
196
Gulf International Bank (UK)
United Kingdom
$1.21M 7,845 – –
DS
197
Dudley & Shanley
Florida
$1.2M 7,840 +6,300 +409%
IWA
198
Icon Wealth Advisors
Texas
$1.18M 7,673 -453 -6%
AWM
199
AE Wealth Management
Kansas
$1.18M 7,666 +118 +2%
MW
200
Marcum Wealth
Ohio
$1.18M 7,652 – –
6 7
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