HEI icon

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 %
GT
351
Glenmede Trust
Pennsylvania
$16K – – –
PCG
352
Private Capital Group
Connecticut
$15K – – –
VEA
353
Virtus ETF Advisers
New York
$15K +$3.71K +50 +33%
DWM
354
Darwin Wealth Management
Florida
$14K +$14K +202 New
TPCW
355
TD Private Client Wealth
New York
$13.6K +$1.87K +25 +16%
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$13K -$107K -1,409 -89%
MAM
357
Meeder Asset Management
Ohio
$13K -$6.39K -83 -33%
CIA
358
CSat Investment Advisory
Michigan
$13K +$1.97K +26 +18%
AWA
359
Arkadios Wealth Advisors
Georgia
$12.8K – – –
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
VCM
361
Versant Capital Management
Arizona
$10K – – –
CAW
362
Cornerstone Advisors (Washington)
Washington
$10K +$8.84K +122 +763%
PI
363
PineBridge Investments
New York
$8K -$348K -4,745 -98%
AIM
364
AIA Investment Management
Singapore
$8K – – –
SIAS
365
Shine Investment Advisory Services
Colorado
$8K – – –
GRP
366
Global Retirement Partners
California
$7K – – –
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7K +100 New
AF
368
Allworth Financial
California
$6K – – –
BAMG
369
Brand Asset Management Group
Missouri
$6K – – –
ETC
370
Exchange Traded Concepts
Oklahoma
$4K -$28.2K -345 -88%
FANJ
371
Financial Architects (New Jersey)
New Jersey
$4K -$2K -26 -33%
LPWM
372
Lake Point Wealth Management
Texas
$4K – – –
VNA
373
Valley National Advisers
Pennsylvania
$4K – – –
GFPC
374
Global Financial Private Client
Florida
$3.92K – – –
LIA
375
LS Investment Advisors
Michigan
$3K -$64.2K -942 -96%
13 14
15
16 17