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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 %
PCG
351
Private Capital Group
Connecticut
$21K – – –
TFM
352
TFC Financial Management
Massachusetts
$21K +$21K +197 New
PA
353
Parallel Advisors
California
$20K +$2.97K +29 +17%
AWA
354
Arkadios Wealth Advisors
Georgia
$19.4K – – –
CAW
355
Cornerstone Advisors (Washington)
Washington
$17K – – –
VCM
356
Versant Capital Management
Arizona
$14K – – –
PFS
357
Prospera Financial Services
Texas
$13K +$13K +120 New
QCG
358
Quadrant Capital Group
Ohio
$12K -$17.9K -167 -60%
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
SIAS
360
Shine Investment Advisory Services
Colorado
$12K – – –
VAIA
361
Virtus Alternative Investment Advisers
Connecticut
$11K -$4.91K -46 -31%
AIM
362
AIA Investment Management
Singapore
$11K – – –
GRP
363
Global Retirement Partners
California
$10K – – –
AF
364
Allworth Financial
California
$9K – – –
IA
365
IFP Advisors
Florida
$8K -$1.66K -16 -17%
BAMG
366
Brand Asset Management Group
Missouri
$8K – – –
MAM
367
Meeder Asset Management
Ohio
$8K +$216 +2 +3%
SFS
368
Sowell Financial Services
Arkansas
$8K +$8K +79 New
CTC
369
Central Trust Company
Missouri
$7K -$100K -1,000 -93%
GFPC
370
Global Financial Private Client
Florida
$6.01K – – –
TVWM
371
Tower View Wealth Management
Wisconsin
$6K – – –
WEC
372
Winslow Evans & Crocker
Massachusetts
$6K – – –
VNA
373
Valley National Advisers
Pennsylvania
$6K – – –
ETC
374
Exchange Traded Concepts
Oklahoma
$6K +$3.28K +29 +121%
EI
375
Ellevest Inc
New York
$6K +$6K +58 New
13 14
15
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