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HEICO Class A
HEI.A

Overview Fund Activity

311 hedge funds and large institutions have $5.42B invested in HEICO Class A in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+20
Holders Change %
+6.87%
% of All Funds
6.39%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
51
Increased
120
Reduced
101
Closed
30
Calls
$1.12M
Puts
$4.29M
Net Calls
-$3.17M
Net Calls Change
-$3.67M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$157M
2
Goldman Sachs
Goldman Sachs
New York
+$34.1M
3
BlackRock
BlackRock
New York
+$33.5M
4
Morgan Stanley
Morgan Stanley
New York
+$25.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$17.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$162M
2
Victory Capital Management
Victory Capital Management
Texas
-$65M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$63.9M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$33M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
301
ClariVest Asset Management
California
$1K -$6.65M -46,537 -100%
SFS
302
Sowell Financial Services
Arkansas
$1K -$38.9K -701 -97%
GWS
303
Glassman Wealth Services
Virginia
$1K -$364 -4 -27%
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +12 New
BAM
305
Bellevue Asset Management
Washington
$1K +$1K +13 New
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$1K +$1K +15 New
KPW
307
Kore Private Wealth
New York
$1K +$1K +21 New
PI
308
Putnam Investments
Massachusetts
– -$7.52M -117,623 Closed
HGM
309
Highside Global Management
Texas
– -$7.16M -112,000 Closed
VWM
310
Venturi Wealth Management
Texas
– -$5.73M -89,668 Closed
ACM
311
Atika Capital Management
New York
– -$4.61M -72,200 Closed
VRS
312
Virginia Retirement Systems
Virginia
– -$2.91M -45,500 Closed
SRAM
313
Stone Ridge Asset Management
New York
– -$2.2M -34,374 Closed
MWNA
314
Marshall Wace North America
New York
– -$1.84M -28,816 Closed
CI
315
Cigna Investments
Connecticut
– -$942K -14,737 Closed
RC
316
Roubaix Capital
Colorado
– -$635K -9,943 Closed
AIM
317
Aigen Investment Management
New York
– -$632K -9,890 Closed
SIM
318
Spark Investment Management
New York
– -$549K -8,600 Closed
PIA
319
Piedmont Investment Advisors
North Carolina
– -$441K -6,903 Closed
SO
320
STRS Ohio
Ohio
– -$389K -6,103 Closed
OR
321
Olympiad Research
Connecticut
– -$324K -5,073 Closed
BNP Paribas Asset Management
322
BNP Paribas Asset Management
France
– -$294K -4,603 Closed
AWE
323
Avidian Wealth Enterprises
Texas
– -$241K -3,777 Closed
AIL
324
AGF Investments LLC
Ontario, Canada
– -$114K -1,782 Closed
SMFS
325
Squar Milner Financial Services
California
– -$95K -1,502 Closed
10 11 12
13
14