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HEICO Class A
HEI.A

Overview Fund Activity

232 hedge funds and large institutions have $5.49B invested in HEICO Class A in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+12
Holders Change %
+5.45%
% of All Funds
5.03%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
34
Increased
77
Reduced
71
Closed
21
Calls
$18K
Puts
$9K
Net Calls
+$9K
Net Calls Change
+$40K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$200M
2
Ameriprise
2
Ameriprise
Minnesota
$108M
3
UBS AM
3
UBS AM
Illinois
$37.9M
4
ACB
4
Aristotle Capital Boston
Massachusetts
$30.1M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$39.7M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$563M
2
Millennium Management
2
Millennium Management
New York
$9.83M
3
BlackRock
3
BlackRock
New York
$396M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$1.19M
5
WA
5
Wasatch Advisors
Utah
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
201
Global Wealth Management Investment Advisory
Florida
$40K – – –
PCM
202
Penserra Capital Management
California
$36K +$36K +440 New
PMFA
203
Plante Moran Financial Advisors
Michigan
$31K +$507 +6 +2%
PCM
204
Prelude Capital Management
New York
$29K +$29K +350 New
PCP
205
Proficio Capital Partners
Massachusetts
$24K – – –
MCM
206
MV Capital Management
Maryland
$20K – – –
BCA
207
Berman Capital Advisors
Georgia
$20K – – –
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.2K – – –
PCG
209
Private Capital Group
Connecticut
$16K – – –
O
210
OppenheimerFunds
New York
$10K -$273K -3,356 -96%
FHA
211
First Horizon Advisors
Tennessee
$10K – – –
SIAS
212
Shine Investment Advisory Services
Colorado
$9K – – –
CAM
213
Cresset Asset Management
Illinois
$9K +$9K +105 New
MIM
214
MetLife Investment Management
New Jersey
$8.74K +$84 +1 +1%
EARNEST Partners
215
EARNEST Partners
Georgia
$8K – – –
WAS
216
WESPAC Advisors SoCal
California
$8K – – –
SMFS
217
Squar Milner Financial Services
California
$8K – – –
NFG
218
Next Financial Group
Texas
$5K – – –
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +43 New
NFH
220
NEXT Financial Holdings
Texas
$5K +$5K +57 New
GWM
221
Geneos Wealth Management
Colorado
$4K – – –
S
222
SignatureFD
Georgia
$3K – – –
FPFS
223
First Personal Financial Services
North Carolina
$3K – – –
HI
224
Hudock Inc
Pennsylvania
$2K +$2K +25 New
CFA
225
Carroll Financial Associates
North Carolina
$1K – – –
6 7 8
9
10