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HEICO Class A
HEI.A

Overview Fund Activity

338 hedge funds and large institutions have $7.85B invested in HEICO Class A in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+39
Holders Change %
+13.04%
% of All Funds
6%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
63
Increased
102
Reduced
118
Closed
21
Calls
$375K
Puts
–
Net Calls
+$375K
Net Calls Change
-$642K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$583M
2
VVP
Vulcan Value Partners
Alabama
$380M
3
WCM Investment Management
WCM Investment Management
California
$246M
4
UBS AM
UBS AM
Illinois
$57.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$10.2M
2
Goldman Sachs
Goldman Sachs
New York
$60.5M
3
WA
Wasatch Advisors
Utah
$24.4M
4
Renaissance Technologies
Renaissance Technologies
New York
$82.1M
5
VI
Vestcor Inc
New Brunswick, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
251
Blueshift Asset Management
New Jersey
$281K +$281K +2,401 New
PWG
252
Private Wealth Group
Florida
$273K – – –
TC
253
TwinBeech Capital
New York
$271K +$271K +2,318 New
IIA
254
ICW Investment Advisors
Arizona
$269K -$32.9K -279 -11%
BCV
255
Banque Cantonale Vaudoise
Switzerland
$269K – – –
AAP
256
Arax Advisory Partners
Colorado
$268K +$2.34K +20 +0.9%
SI
257
Stephens Inc
Arkansas
$268K +$13K +111 +5%
AC
258
Allstate Corporation
Illinois
$262K +$262K +2,235 New
HSA
259
HBK Sorce Advisory
Pennsylvania
$248K -$115K -979 -32%
PAG
260
Private Advisor Group
New Jersey
$248K +$248K +2,112 New
SIM
261
Spark Investment Management
New York
$245K +$245K +2,100 New
OC
262
Oppenheimer & Co
New York
$244K +$244K +2,084 New
PCM
263
Prelude Capital Management
New York
$237K +$237K +2,026 New
RIA
264
Regal Investment Advisors
Michigan
$232K +$232K +1,978 New
CAM
265
Cresset Asset Management
Illinois
$231K +$231K +1,972 New
UIM
266
USS Investment Management
United Kingdom
$230K – – –
Allianz Asset Management
267
Allianz Asset Management
Germany
$228K -$4.45M -38,120 -95%
CS
268
Comerica Securities
Michigan
$227K +$227K +1,940 New
YIH
269
Y-Intercept (HK)
Hong Kong
$222K +$222K +1,887 New
PWS
270
Precision Wealth Strategies
Missouri
$221K +$221K +1,890 New
Creative Planning
271
Creative Planning
Kansas
$215K +$215K +1,838 New
ACM
272
AlphaCrest Capital Management
New York
$212K -$548K -4,686 -72%
Thrivent Financial for Lutherans
273
Thrivent Financial for Lutherans
Minnesota
$212K – – –
RWM
274
RKL Wealth Management
Pennsylvania
$208K +$208K +1,774 New
ZCA
275
Zeke Capital Advisors
Pennsylvania
$200K +$200K +1,712 New
9 10
11
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