HEI.A icon

HEICO Class A
HEI.A

Overview Fund Activity

291 hedge funds and large institutions have $4.32B invested in HEICO Class A in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 65 closing their positions.

Holders
291
Holders Change
-16
Holders Change %
-5.21%
% of All Funds
6.43%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
52
Increased
110
Reduced
94
Closed
65
Calls
$1.32M
Puts
$823K
Net Calls
+$498K
Net Calls Change
+$2.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$320M
2
WCM Investment Management
2
WCM Investment Management
California
$94.2M
3
GC
3
Gobi Capital
California
$66.5M
4
DDC
4
DF Dent & Co
Maryland
$50.5M
5
Capital International Investors
5
Capital International Investors
California
$41.2M

Top Sellers

1
MWA
1
Marshall Wace Asia
Hong Kong
$0
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$3.11M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$145M
4
BlackRock
4
BlackRock
New York
$308M
5
Millennium Management
5
Millennium Management
New York
$706K
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
251
Tortoise Investment Management
New York
$39K 608 – –
First Manhattan
252
First Manhattan
New York
$38K 600 – –
GWMIA
253
Global Wealth Management Investment Advisory
Florida
$30K 472 – –
FHA
254
First Horizon Advisors
Tennessee
$30K 471 +336 +249%
CAW
255
Cornerstone Advisors (Washington)
Washington
$28K 436 +436 New
PMFA
256
Plante Moran Financial Advisors
Michigan
$26K 413 +2 +0.5%
PCG
257
Private Capital Group
Connecticut
$26K 412 +225 +120%
VAIA
258
Virtus Alternative Investment Advisers
Connecticut
$21K 333 +333 New
BCA
259
Berman Capital Advisors
Georgia
$16K 253 +10 +4%
PP
260
Paloma Partners
Connecticut
$16K 257 +257 New
MCM
261
MV Capital Management
Maryland
$15K 237 – –
AIM
262
AIA Investment Management
Singapore
$13K 199 – –
EI
263
Ellevest Inc
New York
$12K 194 – –
TPCW
264
TD Private Client Wealth
New York
$11.7K 183 -68 -27%
VFA
265
Valeo Financial Advisors
Indiana
$10K 136 +121 +807%
ASN
266
Advisory Services Network
Georgia
$9K 144 +101 +235%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$5K 43 – –
ETC
268
Exchange Traded Concepts
Oklahoma
$4K 62 -449 -88%
APWM
269
Atlas Private Wealth Management
New York
$4K 66 – –
OPS
270
Orion Portfolio Solutions
Nebraska
$4K 61 +19 +45%
MAM
271
Meeder Asset Management
Ohio
$4K 61 +19 +45%
FCA
272
FinTrust Capital Advisors
South Carolina
$4K 65 +65 New
LIA
273
LS Investment Advisors
Michigan
$3K 54 -1,098 -95%
TWA
274
TCI Wealth Advisors
Arizona
$3K 36 +36 New
GRP
275
Global Retirement Partners
California
$3K 42 +42 New
9 10
11
12 13