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HEICO
HEI

Overview Fund Activity

407 hedge funds and large institutions have $4.64B invested in HEICO in 2019 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 118 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+67
Holders Change %
+19.71%
% of All Funds
8.85%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
114
Increased
118
Reduced
127
Closed
41
Calls
$9.81M
Puts
$6.5M
Net Calls
+$3.31M
Net Calls Change
+$4.93M

Top Buyers

1
Invesco
Invesco
Georgia
$186M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$50.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$46.1M
4
BlackRock
BlackRock
New York
$446M
5
State Street
State Street
Massachusetts
$189M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$84.7M
2
RP
Riverbridge Partners
Minnesota
$129M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$40.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$463M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
301
Integrated Wealth Concepts
Massachusetts
$299K +$12.6K +94 +4%
DekaBank Deutsche Girozentrale
302
DekaBank Deutsche Girozentrale
Germany
$298K +$298K +2,099 New
QT
303
Quantamental Technologies
New York
$294K +$294K +2,197 New
MYAM
304
Meiji Yasuda Asset Management
Japan
$294K +$294K +2,200 New
SIC
305
Schwartz Investment Counsel
Michigan
$294K +$294K +2,200 New
CWM
306
Calamos Wealth Management
Illinois
$293K – – –
SC
307
Schoolcraft Capital
Colorado
$293K +$293K +2,187 New
AIM
308
Advantage Investment Management
Iowa
$288K -$3.62K -27 -1%
Holocene Advisors
309
Holocene Advisors
New York
$287K -$798K -5,971 -74%
FHA
310
Flagship Harbor Advisors
Massachusetts
$286K +$18.8K +141 +7%
IWM
311
IHT Wealth Management
Illinois
$285K -$19.2K -144 -6%
CCM
312
Carlson Capital Management
Minnesota
$283K – – –
II
313
IFM Investors
Australia
$276K +$276K +2,060 New
BUB
314
BBVA USA Bancshares
Texas
$275K -$11.5K -86 -4%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$275K +$275K +2,058 New
CPO
316
Cerity Partners OCIO
New York
$272K +$272K +2,033 New
HFA
317
Huber Financial Advisors
Illinois
$268K +$268K +2,000 New
CGA
318
Crescent Grove Advisors
Illinois
$268K +$268K +2,000 New
GAG
319
GM Advisory Group
New York
$264K +$264K +1,974 New
RWM
320
RKL Wealth Management
Pennsylvania
$262K +$262K +1,960 New
BCWM
321
Blue Chip Wealth Management
Florida
$261K +$261K +1,954 New
BNP Paribas Asset Management
322
BNP Paribas Asset Management
France
$260K +$260K +1,944 New
DCM
323
Driehaus Capital Management
Illinois
$260K +$260K +1,946 New
APA
324
American Portfolios Advisors
New York
$256K +$81.4K +608 +47%
IIC
325
Integrated Investment Consultants
Michigan
$255K +$255K +1,902 New
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