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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 %
HI
326
Hudock Inc
Pennsylvania
$4K – – –
OFW
327
Omnia Family Wealth
Florida
$3K – – –
SPIA
328
Steward Partners Investment Advisory
New York
$2K +$2K +17 New
TL
329
TrueWealth LLC
Georgia
$1K – – –
CWSR
330
Chessman Wealth Strategies RIA
Texas
$1K +$1K +8 New
CLM
331
ClearBridge LLC (Maryland)
Maryland
– -$17.9K -245,947 Closed
GKIM
332
GW&K Investment Management
Massachusetts
– -$12.5M -171,709 Closed
SG Americas Securities
333
SG Americas Securities
New York
– -$11.4M -156,615 Closed
OAM
334
Oxford Asset Management
United Kingdom
– -$4.3M -58,829 Closed
Allianz Asset Management
335
Allianz Asset Management
Germany
– -$1.8M -24,678 Closed
CAM
336
ClariVest Asset Management
California
– -$1.49M -20,499 Closed
CSS
337
Cubist Systematic Strategies
Connecticut
– -$1.21M -16,560 Closed
Wellington Management Group
338
Wellington Management Group
Massachusetts
– -$536K -7,346 Closed
BL
339
BFSG LLC
California
– -$437K -5,998 Closed
DTL
340
Dynamic Technology Lab
Singapore
– -$423K -5,808 Closed
CA
341
Cynosure Advisors
Utah
– -$298K -4,092 Closed
FNBT
342
FineMark National Bank & Trust
Florida
– -$208K -2,856 Closed
DZ Bank
343
DZ Bank
Germany
– -$191K -2,616 Closed
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
– -$107K -1,465 Closed
SEI Investments
345
SEI Investments
Pennsylvania
– -$105K -1,440 Closed
IDBONY
346
Israel Discount Bank of New York
New York
– -$65K -898 Closed
AAM
347
Ardevora Asset Management
United Kingdom
– -$36K -500 Closed
RWP
348
RWA Wealth Partners
Massachusetts
– -$28K -390 Closed
Acadian Asset Management
349
Acadian Asset Management
Massachusetts
– -$7K -98 Closed
Manulife (Manufacturers Life Insurance)
350
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$4K -57 Closed
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