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HEICO
HEI

Overview Fund Activity

420 hedge funds and large institutions have $4.82B invested in HEICO in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 125 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
7.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
46
Increased
155
Reduced
125
Closed
45
Calls
$18.6M
Puts
$28.2M
Net Calls
-$9.63M
Net Calls Change
-$10.1M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$264M
2
Jennison Associates
Jennison Associates
New York
$35.3M
3
Wells Fargo
Wells Fargo
California
$36.3M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$70.4M
5
Bank of America
Bank of America
North Carolina
$67.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
2
BlackRock
BlackRock
New York
$698M
3
Millennium Management
Millennium Management
New York
$19.1M
4
EAM
EULAV Asset Management
Florida
$37M
5
Goldman Sachs
Goldman Sachs
New York
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
301
Cerity Partners OCIO
New York
$283K – – –
FC
302
Forte Capital
New York
$279K – – –
CCM
303
Carlson Capital Management
Minnesota
$276K – – –
GAG
304
GM Advisory Group
New York
$276K – – –
TC
305
TwinBeech Capital
New York
$275K -$1.24M -8,864 -82%
RWM
306
RKL Wealth Management
Pennsylvania
$273K – – –
Tudor Investment Corp
307
Tudor Investment Corp
Connecticut
$272K -$6.55M -46,960 -96%
RIM
308
Redpoint Investment Management
Australia
$271K – – –
Daiwa Securities Group
309
Daiwa Securities Group
Japan
$270K – – –
CAAS
310
Capital Asset Advisory Services
Michigan
$266K +$266K +1,904 New
BFS
311
Bickling Financial Services
Massachusetts
$265K -$13.9K -100 -5%
HHAA
312
Henry H. Armstrong Associates
Pennsylvania
$264K – – –
HIA
313
Harbor Investment Advisory
Maryland
$262K -$6.97K -50 -3%
AQR Capital Management
314
AQR Capital Management
Connecticut
$253K +$1.39K +10 +0.6%
NIPH
315
NN Investment Partners Holdings
Netherlands
$251K – – –
VPIM
316
Vanguard Personalized Indexing Management
California
$251K +$251K +1,803 New
RI
317
Redwood Investments
Massachusetts
$250K -$56.8K -407 -19%
N
318
Natixis
France
$249K -$2.35M -16,867 -90%
SC
319
Savant Capital
Illinois
$249K – – –
AIM
320
Anchor Investment Management
South Carolina
$248K -$25.2K -181 -9%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$243K +$3.63K +26 +2%
OQS
322
Occudo Quantitative Strategies
Florida
$234K -$548K -3,928 -70%
XT
323
XTX Topco
Cayman Islands
$232K -$85.2K -611 -27%
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$232K +$232K +1,661 New
Comerica Bank
325
Comerica Bank
Texas
$227K -$12.7K -100 -5%
11 12
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