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HEICO
HEI

Overview Fund Activity

330 hedge funds and large institutions have $3.27B invested in HEICO in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 99 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+41
Holders Change %
+14.19%
% of All Funds
7.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
67
Increased
99
Reduced
119
Closed
24
Calls
$3.05M
Puts
$5.45M
Net Calls
-$2.4M
Net Calls Change
-$4.15M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$54.3M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$73.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$346M
4
MWA
4
Marshall Wace Asia
Hong Kong
$13M
5
O
5
OppenheimerFunds
New York
$74.5M

Top Sellers

1
CCM
1
Copeland Capital Management
Pennsylvania
$19.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.24M
3
RP
3
Riverbridge Partners
Minnesota
$162M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$32.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
226
Ladenburg Thalmann Financial Services
Florida
$279K +$120K +1,302 +76%
MC
227
Moors & Cabot
Massachusetts
$278K +$278K +3,017 New
MLICM
228
Metropolitan Life Insurance Company (MetLife)
New York
$278K -$2.59K -28 -0.9%
CGH
229
Crossmark Global Holdings
Texas
$275K -$158K -1,707 -36%
California State Teachers Retirement System (CalSTRS)
230
California State Teachers Retirement System (CalSTRS)
California
$274K -$871K -9,395 -76%
HCM
231
Hengehold Capital Management
Ohio
$265K – – –
HFM
232
Harvest Fund Management
China
$264K +$215K +2,319 +437%
PIA
233
Piedmont Investment Advisors
North Carolina
$261K +$261K +2,813 New
WEC
234
Winslow Evans & Crocker
Massachusetts
$258K +$51.3K +552 +25%
BUB
235
BBVA USA Bancshares
Texas
$251K +$251K +2,708 New
NC
236
NewSquare Capital
Pennsylvania
$250K +$30.1K +325 +14%
CWM
237
Cornerstone Wealth Management
Missouri
$244K +$244K +21,841 New
American Century Companies
238
American Century Companies
Missouri
$243K -$26.4K -285 -10%
AI
239
Atria Investments
North Carolina
$237K +$237K +2,555 New
Envestnet Asset Management
240
Envestnet Asset Management
Illinois
$235K -$3.74M -40,360 -94%
TAM
241
Tocqueville Asset Management
New York
$234K +$234K +2,522 New
CWM
242
Calamos Wealth Management
Illinois
$229K +$229K +2,472 New
BC
243
Brinker Capital
Pennsylvania
$229K +$229K +2,473 New
TSS
244
Two Sigma Securities
New York
$224K +$224K +2,419 New
HSBC Holdings
245
HSBC Holdings
United Kingdom
$223K -$1.16M -12,617 -84%
HFA
246
Huber Financial Advisors
Illinois
$221K +$221K +2,382 New
MPI
247
Mairs & Power Inc
Minnesota
$217K +$217K +2,345 New
AWCI
248
Alpine Woods Capital Investors
New York
$213K +$213K +2,300 New
VI
249
Versor Investments
New York
$213K +$213K +2,300 New
II
250
Ibex Investors
Colorado
$210K +$210K +2,271 New
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10
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