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HEICO Class A
HEI.A

Overview Fund Activity

281 hedge funds and large institutions have $6.66B invested in HEICO Class A in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+49
Holders Change %
+21.12%
% of All Funds
6.11%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
78
Increased
86
Reduced
83
Closed
25
Calls
$355K
Puts
$659K
Net Calls
-$304K
Net Calls Change
-$313K

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$71.1M
2
State Street
State Street
Massachusetts
$157M
3
Millennium Management
Millennium Management
New York
$51M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$31.6M
5
Wells Fargo
Wells Fargo
California
$47.3M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$581M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$157M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$160M
5
Ameriprise
Ameriprise
Minnesota
$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
251
Livforsakringsbolaget Skandia
Sweden
$93K +$93K +900 New
TIM
252
Tortoise Investment Management
New York
$63K – – –
ST
253
Smithfield Trust
Pennsylvania
$57K +$57K +551 New
RFA
254
Reilly Financial Advisors
California
$51K – – –
GWMIA
255
Global Wealth Management Investment Advisory
Florida
$49K – – –
PMFA
256
Plante Moran Financial Advisors
Michigan
$41K +$3.29K +32 +9%
BL
257
Balentine LLC
Georgia
$41K +$41K +400 New
PCM
258
Prelude Capital Management
New York
$36K – – –
PCP
259
Proficio Capital Partners
Massachusetts
$30K – – –
CAC
260
Certified Advisory Corp
Florida
$30K +$30K +292 New
BCA
261
Berman Capital Advisors
Georgia
$25K – – –
MCM
262
MV Capital Management
Maryland
$24K – – –
KBC Group
263
KBC Group
Belgium
$18K +$18K +176 New
FHA
264
First Horizon Advisors
Tennessee
$12K – – –
SIAS
265
Shine Investment Advisory Services
Colorado
$11K – – –
PCG
266
Private Capital Group
Connecticut
$11K +$59 +1 +0.5%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
GWM
268
Geneos Wealth Management
Colorado
$5K – – –
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.86K -$15.1K -146 -76%
MAM
270
Meeder Asset Management
Ohio
$4K -$1.05M -9,668 -100%
EARNEST Partners
271
EARNEST Partners
Georgia
$4K -$5.23K -51 -57%
S
272
SignatureFD
Georgia
$4K – – –
GT
273
Glenmede Trust
Pennsylvania
$3.13K +$3.13K +30,248 New
SMFS
274
Squar Milner Financial Services
California
$3K -$6.48K -67 -68%
FPFS
275
First Personal Financial Services
North Carolina
$3K – – –
9 10
11
12 13