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HEICO
HEI

Overview Fund Activity

390 hedge funds and large institutions have $3.67B invested in HEICO in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
8.02%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
52
Increased
124
Reduced
149
Closed
52
Calls
$18.5M
Puts
$108M
Net Calls
-$89.2M
Net Calls Change
-$81.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$136M
2
ACM
Atlanta Capital Management
Georgia
$154M
3
BlackRock
BlackRock
New York
$533M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$67.8M
5
CS
Credit Suisse
Switzerland
$60.8M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$469K
2
MWNA
Marshall Wace North America
New York
$3.65M
3
American Century Companies
American Century Companies
Missouri
$143M
4
Select Equity Group
Select Equity Group
New York
$71.3M
5
Fisher Asset Management
Fisher Asset Management
Washington
$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
351
Orion Portfolio Solutions
Nebraska
$27K -$8.57K -87 -24%
PCG
352
Private Capital Group
Connecticut
$20K – – –
VEA
353
Virtus ETF Advisers
New York
$20K – – –
TPCW
354
TD Private Client Wealth
New York
$19.2K +$1.1K +11 +6%
CIA
355
CSat Investment Advisory
Michigan
$18K +$800 +8 +5%
AWA
356
Arkadios Wealth Advisors
Georgia
$16.2K -$95 -1 -0.6%
PA
357
Parallel Advisors
California
$16K -$9.25K -96 -37%
CAW
358
Cornerstone Advisors (Washington)
Washington
$16K +$2.03K +20 +14%
VAIA
359
Virtus Alternative Investment Advisers
Connecticut
$15K -$14K -139 -48%
VCM
360
Versant Capital Management
Arizona
$13K – – –
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
SIAS
362
Shine Investment Advisory Services
Colorado
$11K – – –
AIM
363
AIA Investment Management
Singapore
$11K – – –
IA
364
IFP Advisors
Florida
$10K -$47.8K -445 -83%
GRP
365
Global Retirement Partners
California
$10K – – –
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.97K -$34.9K -350 -78%
AF
367
Allworth Financial
California
$8K – – –
BAMG
368
Brand Asset Management Group
Missouri
$8K – – –
MAM
369
Meeder Asset Management
Ohio
$7K -$9.43K -97 -57%
TVWM
370
Tower View Wealth Management
Wisconsin
$6K +$6K +56 New
WEC
371
Winslow Evans & Crocker
Massachusetts
$6K +$6K +60 New
GFPC
372
Global Financial Private Client
Florida
$5.74K – – –
VNA
373
Valley National Advisers
Pennsylvania
$5K – – –
FANJ
374
Financial Architects (New Jersey)
New Jersey
$5K – – –
HR
375
Howe & Rusling
New York
$4K -$27.1K -305 -87%
13 14
15
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