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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 %
BG
301
Bollard Group
Massachusetts
$23K – – –
Ninety One (UK)
302
Ninety One (UK)
United Kingdom
$23K +$23K +250 New
RFC
303
Regions Financial Corp
Alabama
$22K -$5.82K -63 -21%
RFA
304
Reilly Financial Advisors
California
$22K – – –
WA
305
WealthTrust-Arizona
Arizona
$20K -$7.2K -76 -26%
HL
306
Harding Loevner
New Jersey
$20K – – –
GP
307
Girard Partners
Pennsylvania
$20K +$20K +222 New
CPIG
308
Chicago Partners Investment Group
Illinois
$20K +$20K +254 New
GWM
309
Geneos Wealth Management
Colorado
$19K +$3.76K +42 +25%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$18K +$4.62K +50 +34%
NFG
311
Next Financial Group
Texas
$18K +$18K +195 New
HI
312
Harrington Investments
California
$17K – – –
SIAS
313
Shine Investment Advisory Services
Colorado
$14K – – –
PWAG
314
Polaris Wealth Advisory Group
California
$12K +$12K +125 New
JA
315
JOYN Advisors
Georgia
$11K – – –
CG
316
Cutler Group
California
$9K -$24.8K -275 -73%
S
317
SignatureFD
Georgia
$8K – – –
APP
318
Avantax Planning Partners
Iowa
$8K +$8K +87 New
PA
319
Parallel Advisors
California
$7K -$2.52K -27 -26%
WSTAM
320
Wilbanks Smith & Thomas Asset Management
Virginia
$7K +$7K +75 New
VFA
321
Valeo Financial Advisors
Indiana
$6K +$2.09K +23 +53%
VNA
322
Valley National Advisers
Pennsylvania
$5K +$5K +50 New
MIM
323
MetLife Investment Management
New Jersey
$4.91K +$4.91K +53 New
Macquarie Group
324
Macquarie Group
Australia
$4K – – –
HI
325
Hudock Inc
Pennsylvania
$4K – – –
11 12
13
14 15