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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
$377M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55.3M
3
Millennium Management
Millennium Management
New York
$33.7M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$21.5M
5
FAM
Fred Alger Management
New York
$32.4M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$0
2
Select Equity Group
Select Equity Group
New York
$37.6M
3
Holocene Advisors
Holocene Advisors
New York
$228K
4
BlackRock
BlackRock
New York
$653M
5
HAM
HHR Asset Management
New Jersey
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
301
GM Advisory Group
New York
$262K -$341K -2,571 -57%
Macquarie Group
302
Macquarie Group
Australia
$262K -$13.3K -100 -5%
RWM
303
RKL Wealth Management
Pennsylvania
$259K – – –
BFEC
304
Benjamin F. Edwards & Company
Missouri
$258K -$264K -2,000 -51%
RIM
305
Redpoint Investment Management
Australia
$257K – – –
QC
306
Quadrature Capital
United Kingdom
$256K -$166K -1,253 -39%
Daiwa Securities Group
307
Daiwa Securities Group
Japan
$256K – – –
HIA
308
Harbor Investment Advisory
Maryland
$256K +$219K +1,650 +589%
SFI
309
Susquehanna Fundamental Investments
Pennsylvania
$250K +$250K +1,890 New
Prudential Financial
310
Prudential Financial
New Jersey
$248K -$32.5K -245 -12%
BAS
311
Brown Advisory Securities
Maryland
$245K +$245K +1,850 New
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$245K +$245K +1,852 New
SPC
313
Sigma Planning Corp
Michigan
$238K +$238K +1,800 New
Caisse de Depot et Placement du Quebec (CDPQ)
314
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$237K -$28.2K -213 -11%
Comerica Bank
315
Comerica Bank
Texas
$234K -$20.8K -162 -8%
CWM
316
Connecticut Wealth Management
Connecticut
$234K +$234K +1,765 New
Verition Fund Management
317
Verition Fund Management
Connecticut
$234K +$234K +1,769 New
WDA
318
Wendell David Associates
New Hampshire
$229K +$229K +1,733 New
Holocene Advisors
319
Holocene Advisors
New York
$228K -$48.5M -366,922 -100%
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$228K +$2.52K +19 +1%
Allianz Asset Management
321
Allianz Asset Management
Germany
$227K +$227K +1,717 New
WANY
322
Wealthspire Advisors (New York)
New York
$223K +$223K +1,686 New
IRF
323
IBM Retirement Fund
New York
$221K +$221K +1,667 New
CWM
324
Calamos Wealth Management
Illinois
$218K +$218K +1,644 New
RE
325
RBC Europe
United Kingdom
$216K – – –
11 12
13
14 15