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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 %
WorldQuant Millennium Advisors
176
WorldQuant Millennium Advisors
New York
$1.9M +$1.9M +11,732 New
DnB Asset Management
177
DnB Asset Management
Norway
$1.87M +$1.87M +11,577 New
RC
178
Roundview Capital
New Jersey
$1.8M +$18.1K +112 +1%
Squarepoint
179
Squarepoint
New York
$1.79M -$2.68M -16,535 -60%
Rafferty Asset Management
180
Rafferty Asset Management
New York
$1.72M -$170K -1,051 -9%
CRC
181
Curi RMB Capital
Illinois
$1.71M -$105K -646 -6%
JPMPWA
182
J.P. Morgan Private Wealth Advisors
California
$1.71M -$216K -1,334 -11%
Toronto Dominion Bank
183
Toronto Dominion Bank
Ontario, Canada
$1.67M -$346K -2,137 -17%
RJT
184
Raymond James Trust
Florida
$1.66M +$1.66M +10,236 New
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$1.66M +$160K +973 +11%
GKFF
186
George Kaiser Family Foundation
Oklahoma
$1.65M – – –
PAS
187
Park Avenue Securities
New York
$1.64M -$490K -3,024 -23%
FPAS
188
Focus Partners Advisor Solutions
Missouri
$1.54M +$20.4K +126 +1%
ATPW
189
Ashton Thomas Private Wealth
Arizona
$1.48M -$3.89K -24 -0.3%
SAM
190
Silvercrest Asset Management
New York
$1.47M +$380K +2,344 +35%
IIM
191
INTECH Investment Management
Florida
$1.44M +$532K +3,285 +58%
CG
192
Colony Group
Massachusetts
$1.43M – – –
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$1.42M +$25.7K +159 +2%
Principal Financial Group
194
Principal Financial Group
Iowa
$1.41M +$597K +3,687 +73%
Canada Life
195
Canada Life
Manitoba, Canada
$1.37M -$8.1K -50 -0.6%
LTAS
196
Linden Thomas Advisory Services
North Carolina
$1.29M -$288K -1,779 -18%
URS
197
Utah Retirement Systems
Utah
$1.26M – – –
EML
198
Eos Management LP
New York
$1.26M -$947K -5,850 -43%
MW
199
Marcum Wealth
Ohio
$1.24M – – –
Aberdeen Group
200
Aberdeen Group
United Kingdom
$1.24M -$46.6K -288 -4%
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