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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 %
Simplex Trading
276
Simplex Trading
Illinois
$8K +$8K +100 New
TPCW
277
TD Private Client Wealth
New York
$7.09K -$9.13K -103 -56%
GRP
278
Global Retirement Partners
California
$7K – – –
LAS
279
Lloyd Advisory Services
Georgia
$7K +$7K +76 New
S
280
SignatureFD
Georgia
$6K – – –
APWM
281
Atlas Private Wealth Management
New York
$6K – – –
CFA
282
Carroll Financial Associates
North Carolina
$6K +$568 +7 +10%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
ST
284
Smithfield Trust
Pennsylvania
$4K – – –
CI Investments Inc
285
CI Investments Inc
Ontario, Canada
$4K +$4K +50 New
EARNEST Partners
286
EARNEST Partners
Georgia
$3K – – –
HI
287
Hudock Inc
Pennsylvania
$2K – – –
LWM
288
Liberty Wealth Management
California
$2K +$2K +19 New
Millennium Management
289
Millennium Management
New York
$1.9K -$1.39K -15,663 -42%
QCG
290
Quadrant Capital Group
Ohio
$1K -$3.78K -34 -79%
CAM
291
ClariVest Asset Management
California
$1K – – –
GWS
292
Glassman Wealth Services
Virginia
$1K – – –
BAM
293
Bellevue Asset Management
Washington
$1K +$71 +1 +8%
MAM
294
Meeder Asset Management
Ohio
$1K +$333 +2 +50%
FCA
295
FinTrust Capital Advisors
South Carolina
$6 – – –
Fiera Capital (Canada)
296
Fiera Capital (Canada)
Quebec, Canada
– -$20.1M -247,660 Closed
Citadel Advisors
297
Citadel Advisors
Florida
– -$5.43M -66,828 Closed
RCMC
298
RK Capital Management (Colorado)
Colorado
– -$4.73M -58,200 Closed
GT
299
Glenmede Trust
Pennsylvania
– -$2.35M -28,912 Closed
LCM
300
Laurion Capital Management
New York
– -$1.27M -15,686 Closed
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