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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 %
MLICM
326
Metropolitan Life Insurance Company (MetLife)
New York
$227K -$162K -1,160 -42%
BAM
327
Bruderman Asset Management
New York
$219K +$219K +1,569 New
RE
328
RBC Europe
United Kingdom
$218K +$40.4K +290 +23%
WANY
329
Wealthspire Advisors (New York)
New York
$218K -$17.3K -124 -7%
MA
330
Montag & Associates
Georgia
$216K – – –
RCAG
331
Rehmann Capital Advisory Group
Michigan
$215K +$215K +1,545 New
SF
332
Synovus Financial
Georgia
$209K +$209K +1,500 New
PFBT
333
Parkside Financial Bank & Trust
Missouri
$208K +$7.95K +57 +4%
Cerity Partners
334
Cerity Partners
New York
$207K -$15.4K -110 -7%
CWM
335
Calamos Wealth Management
Illinois
$207K +$207K +1,484 New
SP
336
Symmetry Partners
Connecticut
$202K +$202K +1,449 New
CWM
337
Connecticut Wealth Management
Connecticut
$200K -$42.9K -308 -18%
LIM
338
Lagoda Investment Management
New York
$195K +$62.7K +450 +47%
CF
339
Centaurus Financial
California
$190K -$11.8K -85 -6%
MSFP
340
Mark Sheptoff Financial Planning
Connecticut
$181K – – –
BU
341
BBVA USA
Alabama
$177K +$177K +1,269 New
EWM
342
Endurance Wealth Management
Rhode Island
$172K – – –
APA
343
American Portfolios Advisors
New York
$170K +$27.5K +197 +19%
FCM
344
Firestone Capital Management
Florida
$154K – – –
CFB
345
Cullen/Frost Bankers
Texas
$149K -$3.62K -26 -2%
TPCW
346
TD Private Client Wealth
New York
$144K -$28.4K -204 -17%
ASN
347
Advisory Services Network
Georgia
$139K +$139K +993 New
CFFP
348
Center for Financial Planning
Michigan
$114K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
349
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$114K +$102K +734 +884%
VI
350
Vestcor Inc
New Brunswick, Canada
$101K +$101K +728 New
12 13
14
15 16