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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 %
CPO
301
Cerity Partners OCIO
New York
$213K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
302
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$209K -$20.9K -200 -9%
FC
303
Forte Capital
New York
$209K +$209K +2,000 New
PIA
304
Powell Investment Advisors
Florida
$209K +$209K +2,000 New
CCM
305
Carlson Capital Management
Minnesota
$208K +$208K +1,983 New
RWM
306
RKL Wealth Management
Pennsylvania
$205K +$205K +1,955 New
RIM
307
Redpoint Investment Management
Australia
$203K -$314K -3,003 -61%
Daiwa Securities Group
308
Daiwa Securities Group
Japan
$203K – – –
TI
309
tru Independence
Oregon
$186K -$18K -172 -9%
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$178K -$74.3K -710 -29%
Group One Trading
311
Group One Trading
Illinois
$174K -$914K -8,716 -84%
RE
312
RBC Europe
United Kingdom
$171K – – –
NIPH
313
NN Investment Partners Holdings
Netherlands
$167K +$167K +1,600 New
CF
314
Centaurus Financial
California
$155K +$155K +1,485 New
PFBT
315
Parkside Financial Bank & Trust
Missouri
$147K -$15K -143 -9%
APA
316
American Portfolios Advisors
New York
$139K -$20K -191 -13%
TPCW
317
TD Private Client Wealth
New York
$138K +$118K +1,129 +585%
CFB
318
Cullen/Frost Bankers
Texas
$115K – – –
FCM
319
Firestone Capital Management
Florida
$112K – – –
AIG
320
American International Group
New York
$110K -$4.38K -42 -4%
Nisa Investment Advisors
321
Nisa Investment Advisors
Missouri
$105K – – –
CH
322
Canton Hathaway
Rhode Island
$104K +$104K +997 New
AA
323
Ancora Advisors
Ohio
$101K -$31.8K -304 -24%
CFFP
324
Center for Financial Planning
Michigan
$86K – – –
MIFH
325
Migdal Insurance & Financial Holdings
Israel
$84K -$52.3K -497 -38%
11 12
13
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