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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 %
TIM
276
Thornburg Investment Management
New Mexico
$359K -$14.5M -109,696 -98%
Arrowstreet Capital
277
Arrowstreet Capital
Massachusetts
$344K +$344K +2,600 New
FC
278
FORA Capital
Florida
$343K +$248K +1,872 +262%
AMC
279
Asset Management Corp
Illinois
$337K – – –
MSFP
280
Mark Sheptoff Financial Planning
Connecticut
$326K -$248K -1,875 -43%
PAM
281
Panagora Asset Management
Massachusetts
$322K – – –
BCMO
282
Buckingham Capital Management (Ohio)
Ohio
$315K – – –
BAM
283
Bruderman Asset Management
New York
$311K – – –
JF
284
Jump Financial
Illinois
$304K -$1.72K -13 -0.6%
AB
285
Amalgamated Bank
New York
$299K -$5.02K -38 -2%
CWP
286
CFM Wealth Partners
Texas
$292K -$5.95K -45 -2%
CAM
287
Cresset Asset Management
Illinois
$291K -$12.3K -93 -4%
RI
288
Redwood Investments
Massachusetts
$291K -$1.19K -9 -0.4%
FNBT
289
FineMark National Bank & Trust
Florida
$285K -$20.2K -153 -7%
IIC
290
Integrated Investment Consultants
Michigan
$278K – – –
PRC
291
Pearl River Capital
Michigan
$278K +$278K +2,103 New
NAMA
292
Nikko Asset Management Americas
New York
$277K -$103K -777 -27%
CCM
293
Carlson Capital Management
Minnesota
$275K – – –
SMDAM
294
Sumitomo Mitsui DS Asset Management
Japan
$274K – – –
AIM
295
Anchor Investment Management
South Carolina
$274K -$8.21K -62 -3%
CPO
296
Cerity Partners OCIO
New York
$269K – – –
WCM Investment Management
297
WCM Investment Management
California
$267K +$267K +2,016 New
FC
298
Forte Capital
New York
$265K +$661 +5 +0.3%
OC
299
Oppenheimer & Co
New York
$265K +$265K +2,000 New
BFS
300
Bickling Financial Services
Massachusetts
$265K +$265K +2,000 New
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