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HEICO
HEI

Overview Fund Activity

330 hedge funds and large institutions have $3.27B invested in HEICO in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 99 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+41
Holders Change %
+14.19%
% of All Funds
7.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
67
Increased
99
Reduced
119
Closed
24
Calls
$3.05M
Puts
$5.45M
Net Calls
-$2.4M
Net Calls Change
-$4.15M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$54.3M
2
Federated Hermes
Federated Hermes
Pennsylvania
$73.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$346M
4
MWA
Marshall Wace Asia
Hong Kong
$13M
5
O
OppenheimerFunds
New York
$74.5M

Top Sellers

1
CCM
Copeland Capital Management
Pennsylvania
$19.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.24M
3
RP
Riverbridge Partners
Minnesota
$162M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$32.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIL
276
AGF Investments LLC
Ontario, Canada
$75K -$18.6K -203 -20%
PCP
277
Proficio Capital Partners
Massachusetts
$75K – – –
TRCT
278
Tower Research Capital (TRC)
New York
$73K -$1.02M -11,032 -93%
TF
279
Tompkins Financial
New York
$65K +$6.2K +67 +11%
TFA
280
Transamerica Financial Advisors
Florida
$59K -$3.27K -35 -5%
MSA
281
Marino Stram & Associates
Massachusetts
$57K – – –
TCOV
282
Trust Company of Vermont
Vermont
$56K -$16.9K -181 -23%
HNB
283
Huntington National Bank
Ohio
$56K +$8.54K +93 +18%
AA
284
Ancora Advisors
Ohio
$53K +$53K +566 New
FHA
285
First Horizon Advisors
Tennessee
$41K -$10.2K -113 -20%
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$41K +$38.2K +413 +1,377%
PMFA
287
Plante Moran Financial Advisors
Michigan
$33K +$1.03K +11 +3%
PCIA
288
Prime Capital Investment Advisors
Kansas
$32K – – –
BWM
289
BerganKDV Wealth Management
Minnesota
$31K – – –
NAMA
290
Nikko Asset Management Americas
New York
$30K +$30K +319 New
CAG
291
Csenge Advisory Group
Florida
$30K +$30K +375 New
ICM
292
IMS Capital Management
Oregon
$29K – – –
VCM
293
Versant Capital Management
Arizona
$28K – – –
NIT
294
NumerixS Investment Technologies
British Columbia, Canada
$27K -$132K -1,465 -83%
BWM
295
Baystate Wealth Management
Massachusetts
$27K -$83 -1 -0.3%
PCA
296
Peddock Capital Advisors
Massachusetts
$27K – – –
SWM
297
SeaCrest Wealth Management
New York
$24K -$2.79K -30 -10%
CFA
298
Carroll Financial Associates
North Carolina
$24K – – –
PCG
299
Private Capital Group
Connecticut
$24K +$7K +77 +41%
WOC
300
West Oak Capital
California
$23.2K – – –
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