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HEICO
HEI

Overview Fund Activity

418 hedge funds and large institutions have $4.61B invested in HEICO in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 127 increasing their positions, 141 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+25
Holders Change %
+6.36%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
127
Reduced
141
Closed
36
Calls
$17M
Puts
$16.3M
Net Calls
+$630K
Net Calls Change
-$5.05M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$130M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$55.3M
3
Millennium Management
Millennium Management
New York
+$32.4M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$21.5M
5
FAM
Fred Alger Management
New York
+$19.5M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
-$163M
2
Select Equity Group
Select Equity Group
New York
-$73.9M
3
Holocene Advisors
Holocene Advisors
New York
-$48.5M
4
BlackRock
BlackRock
New York
-$43.7M
5
HAM
HHR Asset Management
New Jersey
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
226
BOK Financial
Oklahoma
$721K +$214K +1,613 +42%
FIM
227
Freedom Investment Management
Connecticut
$717K -$28.7K -217 -4%
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$714K – – –
MLL
229
Moody Lynn & Lieberson
Massachusetts
$710K +$710K +5,363 New
Acadian Asset Management
230
Acadian Asset Management
Massachusetts
$698K +$380K +2,871 +119%
VHMC
231
Value Holdings Management Company
New York
$662K -$132K -1,000 -17%
VAM
232
Verity Asset Management
North Carolina
$652K -$49.9K -377 -7%
MC
233
Maverick Capital
Texas
$626K +$314K +2,373 +101%
OPERF
234
Oregon Public Employees Retirement Fund
Oregon
$622K -$79.4K -600 -11%
Voloridge Investment Management
235
Voloridge Investment Management
Florida
$621K +$621K +4,694 New
Aberdeen Group
236
Aberdeen Group
United Kingdom
$606K +$12.7K +96 +2%
WBC
237
Westpac Banking Corp
Australia
$589K – – –
IWC
238
Integrated Wealth Concepts
Massachusetts
$579K +$112K +847 +24%
JPMPWA
239
J.P. Morgan Private Wealth Advisors
California
$560K -$127K -958 -18%
Fiera Capital (Canada)
240
Fiera Capital (Canada)
Quebec, Canada
$559K +$156K +1,175 +39%
Group One Trading
241
Group One Trading
Illinois
$557K +$337K +2,545 +153%
M&T Bank
242
M&T Bank
New York
$552K -$6.63K -50 -1%
BC
243
Bridgefront Capital
Texas
$542K +$542K +4,090 New
TD Asset Management
244
TD Asset Management
Ontario, Canada
$537K +$25K +189 +5%
Schroder Investment Management Group
245
Schroder Investment Management Group
United Kingdom
$533K +$533K +4,020 New
B
246
BP
United Kingdom
$530K – – –
ACM
247
AlphaCrest Capital Management
New York
$525K -$594K -4,483 -53%
TAM
248
Tocqueville Asset Management
New York
$509K – – –
GW
249
GW & Wade
Massachusetts
$503K +$503K +3,801 New
SAA
250
Southeast Asset Advisors
Georgia
$493K -$367K -2,774 -43%
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