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HEICO
HEI

Overview Fund Activity

429 hedge funds and large institutions have $4.42B invested in HEICO in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 152 increasing their positions, 141 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+22
Holders Change %
+5.41%
% of All Funds
9.42%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
64
Increased
152
Reduced
141
Closed
40
Calls
$27.5M
Puts
$46.9M
Net Calls
-$19.5M
Net Calls Change
-$22.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$125M
2
American Century Companies
American Century Companies
Missouri
+$43.7M
3
Goldman Sachs
Goldman Sachs
New York
+$26.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$23.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$16.8M

Top Sellers

1
FAM
Fred Alger Management
New York
-$89.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$55.2M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$21.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$21.4M
5
Brown Advisory
Brown Advisory
Maryland
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
251
Rafferty Asset Management
New York
$575K +$81.5K +653 +17%
CMBA
252
C.M. Bidwell & Associates
Hawaii
$574K -$14.4K -115 -2%
PP
253
Prudential plc
United Kingdom
$561K +$561K +4,486 New
DZ Bank
254
DZ Bank
Germany
$556K – – –
WBC
255
Westpac Banking Corp
Australia
$555K +$555K +4,448 New
CIP
256
Chartwell Investment Partners
Pennsylvania
$555K -$1.62K -13 -0.3%
SP
257
Symmetry Partners
Connecticut
$555K – – –
VF
258
Virtu Financial
New York
$550K +$550K +4,404 New
QCM
259
Quantinno Capital Management
New York
$539K – – –
RHBC
260
R.H. Bluestein & Co
Michigan
$524K +$25K +200 +5%
TCM
261
Teza Capital Management
Illinois
$524K +$524K +4,197 New
DAC
262
Dividend Assets Capital
South Carolina
$516K +$160K +1,280 +45%
JG
263
Jefferies Group
New York
$511K -$567K -4,538 -53%
ECM
264
ETrade Capital Management
Virginia
$499K +$3.25K +26 +0.7%
CAM
265
Cresset Asset Management
Illinois
$493K +$493K +3,945 New
PP
266
Paloma Partners
Connecticut
$489K -$1.95M -15,609 -80%
WEC
267
Winslow Evans & Crocker
Massachusetts
$486K +$25.1K +200 +5%
BL
268
BFSG LLC
California
$477K +$477K +3,817 New
BF
269
BOK Financial
Oklahoma
$472K -$138K -1,106 -23%
ECM
270
ExodusPoint Capital Management
New York
$462K +$462K +3,700 New
AWCI
271
Alpine Woods Capital Investors
New York
$457K – – –
MWM
272
Meridian Wealth Management
Kentucky
$451K +$55.9K +448 +14%
NAMA
273
Nikko Asset Management Americas
New York
$450K +$10K +80 +2%
VAS
274
Vestmark Advisory Solutions
Massachusetts
$448K -$7.99K -64 -2%
MWP
275
MYCIO Wealth Partners
Pennsylvania
$448K – – –
9 10
11
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