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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 %
CAM
251
Concorde Asset Management
Michigan
$360K -$144K -1,450 -29%
Verition Fund Management
252
Verition Fund Management
Connecticut
$352K +$352K +3,529 New
SRAM
253
Stone Ridge Asset Management
New York
$350K -$1.29M -13,000 -79%
Cambridge Investment Research Advisors
254
Cambridge Investment Research Advisors
Iowa
$348K -$11.2K -112 -3%
IIC
255
Ironwood Investment Counsel
Arizona
$348K – – –
IWM
256
IHT Wealth Management
Illinois
$340K +$340K +3,412 New
BFM
257
Boothbay Fund Management
New York
$337K -$373K -3,738 -53%
MCM
258
Maryland Capital Management
Maryland
$335K +$59.9K +600 +22%
DAM
259
Diamant Asset Management
Connecticut
$330K – – –
Cetera Investment Advisers
260
Cetera Investment Advisers
Illinois
$327K +$36.2K +363 +12%
TFS
261
Thoroughbred Financial Services
Tennessee
$323K +$17.6K +177 +6%
QCM
262
Quantinno Capital Management
New York
$320K -$57.9K -581 -15%
YMRC
263
Yorktown Management & Research Company
Virginia
$319K – – –
SPC
264
Sigma Planning Corp
Michigan
$319K +$28.2K +283 +10%
Public Employees Retirement Association of Colorado
265
Public Employees Retirement Association of Colorado
Colorado
$306K – – –
GT
266
Glenmede Trust
Pennsylvania
$303K +$289K +2,900 +2,057%
MLICM
267
Metropolitan Life Insurance Company (MetLife)
New York
$302K -$1.3K -13 -0.4%
RHBC
268
R.H. Bluestein & Co
Michigan
$299K -$59.8K -600 -17%
CGA
269
Crescent Grove Advisors
Illinois
$299K – – –
DSC
270
Duncker Streett & Co
Missouri
$299K +$299K +3,000 New
SEC
271
Seven Eight Capital
New York
$299K +$299K +3,000 New
MYLI
272
Meiji Yasuda Life Insurance
Japan
$296K -$55.7K -559 -16%
HCM
273
Hengehold Capital Management
Ohio
$295K – – –
IWC
274
Integrated Wealth Concepts
Massachusetts
$291K +$291K +2,922 New
FC
275
FORA Capital
Florida
$290K -$4.18K -42 -1%
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11
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