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HEICO
HEI

Overview Fund Activity

437 hedge funds and large institutions have $5.35B invested in HEICO in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
7.56%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
58
Increased
130
Reduced
157
Closed
33
Calls
$17.6M
Puts
$3.75M
Net Calls
+$13.9M
Net Calls Change
+$2.83M

Top Buyers

1
SO
1
STRS Ohio
Ohio
$30M
2
RP
2
Riverbridge Partners
Minnesota
$176M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$22.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$56M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$23.7M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$297M
2
BlackRock
2
BlackRock
New York
$772M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$61.9M
4
CS
4
Credit Suisse
Switzerland
$76.3M
5
State Street
5
State Street
Massachusetts
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
201
Utah Retirement Systems
Utah
$1.15M – – –
Ensign Peak Advisors
202
Ensign Peak Advisors
Utah
$1.14M +$940K +6,530 +466%
GIBU
203
Gulf International Bank (UK)
United Kingdom
$1.13M -$24.5K -170 -2%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$1.12M +$65.2K +453 +6%
VAS
205
Vestmark Advisory Solutions
Massachusetts
$1.11M -$33.7K -234 -3%
MW
206
Marcum Wealth
Ohio
$1.1M – – –
Skandinaviska Enskilda Banken (SEB)
207
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.1M +$1.08M +7,523 +8,003%
AWM
208
AE Wealth Management
Kansas
$1.09M -$349K -2,423 -24%
KAS
209
Kestra Advisory Services
Texas
$1.06M -$11.7K -81 -1%
BCM
210
Brooktree Capital Management
Michigan
$1.04M -$89.7K -623 -8%
VAM
211
Verity Asset Management
North Carolina
$1.01M +$1.01M +7,034 New
MA
212
Mezzasalma Advisors
New Jersey
$997K – – –
FHB
213
First Hawaiian Bank
Hawaii
$941K – – –
Janus Henderson Group
214
Janus Henderson Group
United Kingdom
$939K -$9.08K -63 -1%
IWM
215
IHT Wealth Management
Illinois
$933K +$379K +2,632 +68%
GC
216
Guggenheim Capital
Illinois
$923K -$1.15K -8 -0.1%
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$906K +$61.5K +417 +7%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$902K +$89.4K +621 +11%
Teacher Retirement System of Texas
219
Teacher Retirement System of Texas
Texas
$899K -$62.3K -433 -6%
ET
220
Equitable Trust
Tennessee
$869K – – –
CFGS
221
Concourse Financial Group Securities
Alabama
$863K -$80.3K -558 -9%
BWA
222
Burt Wealth Advisors
Maryland
$848K – – –
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$822K -$151K -1,047 -15%
YIH
224
Y-Intercept (HK)
Hong Kong
$777K +$777K +5,400 New
MWM
225
MorganRosel Wealth Management
Colorado
$777K +$777K +5,396 New
7 8
9
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