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HEICO Class A
HEI.A

Overview Fund Activity

307 hedge funds and large institutions have $5.81B invested in HEICO Class A in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+19
Holders Change %
+6.6%
% of All Funds
6.06%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
53
Increased
118
Reduced
91
Closed
24
Calls
$114K
Puts
$1.71M
Net Calls
-$1.6M
Net Calls Change
-$1.63M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$465M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$735M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$77.6M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.9M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.7M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$261M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$1.82M
3
Morgan Stanley
3
Morgan Stanley
New York
$191M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Wells Fargo
5
Wells Fargo
California
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIT
226
NumerixS Investment Technologies
British Columbia, Canada
$402K +$152K +1,700 +61%
OAM
227
Oppenheimer Asset Management
New York
$399K -$3.05K -34 -0.8%
Robeco Institutional Asset Management
228
Robeco Institutional Asset Management
Netherlands
$390K +$22K +246 +6%
OR
229
Olympiad Research
Connecticut
$387K +$387K +4,324 New
GBA
230
Garrison Bradford & Associates
New York
$345K +$6.72K +75 +2%
AGM
231
Alpine Global Management
New York
$345K +$345K +3,848 New
HighTower Advisors
232
HighTower Advisors
Illinois
$323K +$24.2K +271 +8%
PC
233
Permanens Capital
New York
$322K +$322K +3,600 New
IIC
234
Ironwood Investment Counsel
Arizona
$309K – – –
AA
235
ALPS Advisors
Colorado
$308K -$13.4K -150 -4%
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$300K -$1.52K -17 -0.5%
Verition Fund Management
237
Verition Fund Management
Connecticut
$300K +$112K +1,253 +60%
APG Asset Management
238
APG Asset Management
Netherlands
$295K +$31.9K +400 +12%
Creative Planning
239
Creative Planning
Kansas
$290K – – –
RJFSA
240
Raymond James Financial Services Advisors
Florida
$289K +$2.68K +30 +0.9%
FIA
241
FNY Investment Advisers
New York
$287K -$1.8M -20,200 -86%
VanEck Associates
242
VanEck Associates
New York
$267K +$267K +2,982 New
FA
243
FDx Advisors
Illinois
$264K +$25K +279 +10%
Comerica Bank
244
Comerica Bank
Texas
$263K +$17.5K +181 +7%
JPMPWA
245
J.P. Morgan Private Wealth Advisors
California
$253K +$5.82K +65 +2%
CAM
246
Cresset Asset Management
Illinois
$251K +$251K +2,798 New
KC
247
Kepos Capital
New York
$247K +$247K +2,756 New
MYLI
248
Meiji Yasuda Life Insurance
Japan
$238K -$214K -2,390 -47%
AMCA
249
Arthur M. Cohen & Associates
Illinois
$237K – – –
SI
250
Stephens Inc
Arkansas
$235K -$520K -5,806 -69%
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10
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