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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 %
CFA
326
Carroll Financial Associates
North Carolina
$83K – – –
FC
327
FORA Capital
Florida
$75K -$231K -2,200 -75%
WAM
328
Wolverine Asset Management
Illinois
$75K +$75K +721 New
FHA
329
Flagship Harbor Advisors
Massachusetts
$69K -$166K -1,609 -71%
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$68K -$11.2K -107 -14%
TF
331
Tompkins Financial
New York
$62K – – –
JFGIW
332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K – – –
HNB
333
Huntington National Bank
Ohio
$56K +$3.02K +29 +6%
PMFA
334
Plante Moran Financial Advisors
Michigan
$55K +$633 +6 +1%
PFWA
335
Paces Ferry Wealth Advisors
Georgia
$54K +$54K +515 New
LS
336
Livforsakringsbolaget Skandia
Sweden
$52K – – –
PWC
337
PYA Waltman Capital
Tennessee
$52K – – –
S
338
SignatureFD
Georgia
$51K +$2.53K +24 +5%
TCOV
339
Trust Company of Vermont
Vermont
$47K – – –
SAM
340
Shell Asset Management
Netherlands
$45K – – –
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$44K -$8.97K -86 -17%
HL
342
Harding Loevner
New Jersey
$44K – – –
CCA
343
Column Capital Advisors
Indiana
$44K – – –
WOC
344
West Oak Capital
California
$42K – – –
NIM
345
NuWave Investment Management
New Jersey
$40K +$40K +383 New
BCA
346
Berman Capital Advisors
Georgia
$39K +$1.13K +11 +3%
BWM
347
Baystate Wealth Management
Massachusetts
$34K +$103 +1 +0.3%
FIA
348
FNY Investment Advisers
New York
$33K +$33K +321 New
HIA
349
Harbor Investment Advisory
Maryland
$29K – – –
CIA
350
CSat Investment Advisory
Michigan
$22K +$2.87K +27 +15%
12 13
14
15 16