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HEICO
HEI

Overview Fund Activity

390 hedge funds and large institutions have $3.67B invested in HEICO in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
8.02%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
52
Increased
124
Reduced
149
Closed
52
Calls
$18.5M
Puts
$108M
Net Calls
-$89.2M
Net Calls Change
-$81.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$136M
2
ACM
2
Atlanta Capital Management
Georgia
$154M
3
BlackRock
3
BlackRock
New York
$533M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$67.8M
5
CS
5
Credit Suisse
Switzerland
$60.8M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$469K
2
MWNA
2
Marshall Wace North America
New York
$3.65M
3
American Century Companies
3
American Century Companies
Missouri
$143M
4
Select Equity Group
4
Select Equity Group
New York
$71.3M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
226
J.P. Morgan Private Wealth Advisors
California
$512K -$22.1K -222 -4%
AC
227
Athanor Capital
New York
$498K +$498K +4,995 New
RIM
228
Redpoint Investment Management
Australia
$493K -$44.5K -446 -8%
VAM
229
Verity Asset Management
North Carolina
$490K +$23.4K +235 +5%
SSA
230
Schonfeld Strategic Advisors
New York
$489K +$489K +4,910 New
CFGS
231
Concourse Financial Group Securities
Alabama
$488K +$465K +4,669 +2,039%
PRC
232
Pearl River Capital
Michigan
$485K +$485K +4,864 New
MSFP
233
Mark Sheptoff Financial Planning
Connecticut
$482K – – –
Franklin Resources
234
Franklin Resources
California
$469K -$80.2M -813,141 -99%
WBC
235
Westpac Banking Corp
Australia
$443K – – –
Canada Pension Plan Investment Board
236
Canada Pension Plan Investment Board
Ontario, Canada
$432K +$108K +1,086 +33%
B
237
BP
United Kingdom
$428K +$428K +4,300 New
FHB
238
First Hawaiian Bank
Hawaii
$425K -$219K -2,195 -34%
BG
239
Bahl & Gaynor
Ohio
$424K -$856K -8,581 -67%
M&T Bank
240
M&T Bank
New York
$422K +$10.2K +102 +2%
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$406K -$576K -5,790 -59%
BFEC
242
Benjamin F. Edwards & Company
Missouri
$394K – – –
ECM
243
ETrade Capital Management
Virginia
$390K -$10.8K -108 -3%
First Trust Advisors
244
First Trust Advisors
Illinois
$386K -$4.67M -46,835 -92%
GCP
245
GSA Capital Partners
United Kingdom
$385K +$385K +3,862 New
ACM
246
AlphaCrest Capital Management
New York
$385K +$385K +3,862 New
NERM
247
New England Research & Management
Illinois
$384K -$165K -1,650 -30%
X
248
Xponance
Pennsylvania
$377K +$377K +3,783 New
ASN
249
Advisory Services Network
Georgia
$376K -$1.25M -12,582 -77%
PC
250
PA Capital
Virginia
$372K -$194K -1,944 -34%
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