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HEICO
HEI

Overview Fund Activity

393 hedge funds and large institutions have $3.74B invested in HEICO in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 148 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
7.95%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
44
Increased
124
Reduced
148
Closed
41
Calls
$17.7M
Puts
$12.1M
Net Calls
+$5.68M
Net Calls Change
+$94.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$195M
2
HAM
HHR Asset Management
New Jersey
$45.8M
3
Goldman Sachs
Goldman Sachs
New York
$52.5M
4
EVM
Eaton Vance Management
Massachusetts
$16.3M
5
Select Equity Group
Select Equity Group
New York
$88.1M

Top Sellers

1
N
Natixis
France
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$346M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$14.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$44.3M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
251
Integrated Wealth Concepts
Massachusetts
$369K +$63.3K +605 +21%
IIC
252
Ironwood Investment Counsel
Arizona
$365K – – –
ECM
253
ETrade Capital Management
Virginia
$363K -$45.9K -439 -11%
AQR Capital Management
254
AQR Capital Management
Connecticut
$361K -$1.07M -10,239 -75%
PC
255
PA Capital
Virginia
$348K -$42.7K -408 -11%
DAM
256
Diamant Asset Management
Connecticut
$347K – – –
MCM
257
Maryland Capital Management
Maryland
$346K -$5.02K -48 -1%
TFS
258
Thoroughbred Financial Services
Tennessee
$339K – – –
PHK
259
Point72 Hong Kong
Hong Kong
$339K +$235K +2,245 +225%
FL
260
Fort LP
Maryland
$338K -$206K -1,964 -38%
QCM
261
Quantinno Capital Management
New York
$336K – – –
YMRC
262
Yorktown Management & Research Company
Virginia
$335K – – –
QC
263
Quadrature Capital
United Kingdom
$333K +$333K +3,186 New
IWM
264
IHT Wealth Management
Illinois
$332K -$25.5K -243 -7%
BFM
265
Boothbay Fund Management
New York
$332K -$21.3K -204 -6%
AGM
266
Alpine Global Management
New York
$328K +$328K +3,133 New
RHBC
267
R.H. Bluestein & Co
Michigan
$325K +$11.1K +106 +4%
Fiera Capital (Canada)
268
Fiera Capital (Canada)
Quebec, Canada
$319K +$46.7K +446 +17%
GT
269
Glenmede Trust
Pennsylvania
$317K -$836 -8 -0.3%
CGA
270
Crescent Grove Advisors
Illinois
$314K – – –
HCM
271
Hengehold Capital Management
Ohio
$310K – – –
MLICM
272
Metropolitan Life Insurance Company (MetLife)
New York
$309K -$7.75K -74 -2%
ASN
273
Advisory Services Network
Georgia
$308K -$87.3K -835 -22%
SLG
274
Stanley-Laman Group
Pennsylvania
$302K +$89 +1 +0%
NAMA
275
Nikko Asset Management Americas
New York
$296K -$5.46K -53 -2%
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