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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 %
SPIA
301
Steward Partners Investment Advisory
New York
$10K +$10K +89 New
TPCW
302
TD Private Client Wealth
New York
$9.37K – – –
GRP
303
Global Retirement Partners
California
$9K – – –
ASN
304
Advisory Services Network
Georgia
$8K -$10.8K -89 -57%
LAS
305
Lloyd Advisory Services
Georgia
$8K -$812 -7 -9%
APWM
306
Atlas Private Wealth Management
New York
$8K – – –
CFA
307
Carroll Financial Associates
North Carolina
$8K – – –
FCA
308
FinTrust Capital Advisors
South Carolina
$8K – – –
FF
309
FourThought Financial
Florida
$8K +$8K +71 New
KFS
310
Kelly Financial Services
Massachusetts
$7.14K +$7.14K +61 New
VAIA
311
Virtus Alternative Investment Advisers
Connecticut
$7K -$6.78K -61 -49%
S
312
SignatureFD
Georgia
$7K -$109 -1 -2%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +56 New
ST
314
Smithfield Trust
Pennsylvania
$6K – – –
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
EARNEST Partners
316
EARNEST Partners
Georgia
$5K – – –
CCA
317
Childress Capital Advisors
Texas
$4K +$4K +30 New
RPWA
318
Regent Peak Wealth Advisors
Georgia
$4K +$4K +34 New
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$3K +$2.11K +19 +238%
HI
320
Hudock Inc
Pennsylvania
$2K – – –
LWM
321
Liberty Wealth Management
California
$2K – – –
TWA
322
TCI Wealth Advisors
Arizona
$2K +$1.57K +11 +367%
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +21 New
BAM
324
Bellevue Asset Management
Washington
$1K -$77 -1 -7%
MAM
325
Meeder Asset Management
Ohio
$1K – – –
11 12
13
14 15