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

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$261M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.82M
3
Morgan Stanley
Morgan Stanley
New York
$191M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
Wells Fargo
Wells Fargo
California
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
276
ICW Investment Advisors
Arizona
$49K +$49K +545 New
ETC
277
Exchange Traded Concepts
Oklahoma
$46K +$46K +511 New
GWMIA
278
Global Wealth Management Investment Advisory
Florida
$42K – – –
PMFA
279
Plante Moran Financial Advisors
Michigan
$37K -$17.2K -191 -32%
CAC
280
Certified Advisory Corp
Florida
$26K – – –
TPCW
281
TD Private Client Wealth
New York
$22.5K +$22.5K +251 New
MCM
282
MV Capital Management
Maryland
$21K – – –
BCA
283
Berman Capital Advisors
Georgia
$21K – – –
LP
284
LMR Partners
United Kingdom
$20K +$6.15K +70,137 +44%
AIM
285
AIA Investment Management
Singapore
$18K – – –
EI
286
Ellevest Inc
New York
$17K +$17K +194 New
PCG
287
Private Capital Group
Connecticut
$16K – – –
ECM
288
ExodusPoint Capital Management
New York
$16K +$16K +181 New
FHA
289
First Horizon Advisors
Tennessee
$12K – – –
APWM
290
Atlas Private Wealth Management
New York
$6K +$6K +66 New
ACM
291
Allred Capital Management
Texas
$5.91K +$5.91K +66 New
GWM
292
Geneos Wealth Management
Colorado
$5K – – –
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21K – – –
MAM
295
Meeder Asset Management
Ohio
$4K +$286 +3 +8%
OPS
296
Orion Portfolio Solutions
Nebraska
$4K +$4K +42 New
ASN
297
Advisory Services Network
Georgia
$4K +$4K +43 New
S
298
SignatureFD
Georgia
$3K – – –
EARNEST Partners
299
EARNEST Partners
Georgia
$3K – – –
FCM
300
Firestone Capital Management
Florida
$3K +$3K +39 New
10 11
12
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