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HEICO Class A
HEI.A

Overview Fund Activity

299 hedge funds and large institutions have $5.93B invested in HEICO Class A in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 109 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-12
Holders Change %
-3.86%
% of All Funds
6.05%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
31
Increased
109
Reduced
104
Closed
41
Calls
$1.12M
Puts
$102K
Net Calls
+$1.02M
Net Calls Change
+$4.19M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$188M
2
DDC
DF Dent & Co
Maryland
+$27.2M
3
GC
Gobi Capital
California
+$17.7M
4
FAM
Fred Alger Management
New York
+$13.7M
5
ECM
Ensemble Capital Management
California
+$13.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$39.2M
2
Victory Capital Management
Victory Capital Management
Texas
-$37.2M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$36.4M
4
Morgan Stanley
Morgan Stanley
New York
-$33.2M
5
BlackRock
BlackRock
New York
-$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
251
Roble Belko & Company
Pennsylvania
$139K – – –
Bessemer Group
252
Bessemer Group
New Jersey
$118K -$1.11M -12,556 -90%
DZ Bank
253
DZ Bank
Germany
$100K – – –
TRCT
254
Tower Research Capital (TRC)
New York
$91K -$84.4K -952 -48%
LS
255
Livforsakringsbolaget Skandia
Sweden
$80K – – –
PHK
256
Point72 Hong Kong
Hong Kong
$79K -$445K -5,047 -85%
EP
257
Eudaimonia Partners
Tennessee
$62K +$38.3K +432 +162%
TIM
258
Tortoise Investment Management
New York
$54K – – –
First Manhattan
259
First Manhattan
New York
$53K – – –
FHA
260
First Horizon Advisors
Tennessee
$43K -$6.2K -72 -13%
PFWA
261
Paces Ferry Wealth Advisors
Georgia
$42K +$42K +469 New
PMFA
262
Plante Moran Financial Advisors
Michigan
$40K +$628 +7 +2%
PCG
263
Private Capital Group
Connecticut
$37K – – –
PFS
264
Prospera Financial Services
Texas
$35K +$35K +400 New
BCA
265
Berman Capital Advisors
Georgia
$33K -$1.21K -14 -4%
APA
266
American Portfolios Advisors
New York
$33K +$1.33K +15 +4%
CFB
267
Cullen/Frost Bankers
Texas
$22K +$22K +245 New
CSPIA
268
Cary Street Partners Investment Advisory
Virginia
$22K +$22K +250 New
MCM
269
MV Capital Management
Maryland
$21K – – –
AIM
270
AIA Investment Management
Singapore
$18K – – –
EI
271
Ellevest Inc
New York
$17K – – –
ADL
272
Asset Dedication LLC
California
$17K +$17K +187 New
ASN
273
Advisory Services Network
Georgia
$14K +$14K +155 New
CAW
274
Cornerstone Advisors (Washington)
Washington
$12K -$26.7K -305 -69%
VAIA
275
Virtus Alternative Investment Advisers
Connecticut
$11K -$4.26K -48 -28%
9 10
11
12 13