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HEICO
HEI

Overview Fund Activity

392 hedge funds and large institutions have $2.73B invested in HEICO in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 135 increasing their positions, 136 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-59
Holders Change %
-13.08%
% of All Funds
8.66%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
65
Increased
135
Reduced
136
Closed
119
Calls
$9.33M
Puts
$17.4M
Net Calls
-$8.03M
Net Calls Change
+$20.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$133M
2
Capital International Investors
Capital International Investors
California
+$78.9M
3
Select Equity Group
Select Equity Group
New York
+$46.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$31.2M
5
ACM
Atlanta Capital Management
Georgia
+$29.6M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$226M
2
Invesco
Invesco
Georgia
-$65.9M
3
Renaissance Technologies
Renaissance Technologies
New York
-$36.3M
4
Goldman Sachs
Goldman Sachs
New York
-$34.4M
5
CIC
Chilton Investment Company
Connecticut
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
326
Quadrant Capital Group
Ohio
$48K -$9.4K -124 -16%
CFB
327
Cullen/Frost Bankers
Texas
$45K -$300 -4 -0.7%
IA
328
IFP Advisors
Florida
$44K +$24.8K +303 +129%
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K – – –
Lazard Asset Management
330
Lazard Asset Management
New York
$42K +$42K +570 New
HNB
331
Huntington National Bank
Ohio
$38K – – –
LS
332
Livforsakringsbolaget Skandia
Sweden
$37K – – –
PWC
333
PYA Waltman Capital
Tennessee
$37K +$12.1K +163 +49%
PMFA
334
Plante Moran Financial Advisors
Michigan
$36K -$5.74K -78 -14%
TCOV
335
Trust Company of Vermont
Vermont
$34K -$7.56K -100 -18%
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.6K -$140K -1,879 -81%
CCA
337
Column Capital Advisors
Indiana
$32K +$32K +424 New
BCA
338
Berman Capital Advisors
Georgia
$31K – – –
WOC
339
West Oak Capital
California
$30K – – –
OPS
340
Orion Portfolio Solutions
Nebraska
$27K -$14.7K -196 -35%
HL
341
Harding Loevner
New Jersey
$27K +$5.9K +78 +28%
HR
342
Howe & Rusling
New York
$26K -$214K -2,875 -89%
BWM
343
Baystate Wealth Management
Massachusetts
$25K – – –
CG
344
Cutler Group
California
$22K +$22K +300 New
HIA
345
Harbor Investment Advisory
Maryland
$21K – – –
VAIA
346
Virtus Alternative Investment Advisers
Connecticut
$21K +$16.1K +221 +330%
PA
347
Parallel Advisors
California
$19K +$9.36K +129 +97%
S
348
SignatureFD
Georgia
$19K +$9.97K +137 +110%
BWM
349
BerganKDV Wealth Management
Minnesota
$18K – – –
CFGS
350
Concourse Financial Group Securities
Alabama
$17K -$3.56K -48 -17%
12 13
14
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