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HEICO
HEI

Overview Fund Activity

418 hedge funds and large institutions have $4.61B invested in HEICO in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 127 increasing their positions, 141 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+25
Holders Change %
+6.36%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
127
Reduced
141
Closed
36
Calls
$17M
Puts
$16.3M
Net Calls
+$630K
Net Calls Change
-$5.05M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$377M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55.3M
3
Millennium Management
Millennium Management
New York
$33.7M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$21.5M
5
FAM
Fred Alger Management
New York
$32.4M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$0
2
Select Equity Group
Select Equity Group
New York
$37.6M
3
Holocene Advisors
Holocene Advisors
New York
$228K
4
BlackRock
BlackRock
New York
$653M
5
HAM
HHR Asset Management
New Jersey
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWC
351
PYA Waltman Capital
Tennessee
$66K – – –
S
352
SignatureFD
Georgia
$65K +$533 +4 +0.8%
SO
353
STRS Ohio
Ohio
$64K +$64K +486 New
TCOV
354
Trust Company of Vermont
Vermont
$60K – – –
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$58K +$2.25K +17 +4%
SAM
356
Shell Asset Management
Netherlands
$57K – – –
HL
357
Harding Loevner
New Jersey
$55K – – –
WOC
358
West Oak Capital
California
$53K – – –
BCA
359
Berman Capital Advisors
Georgia
$50K – – –
JFGIW
360
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K -$27.1K -206 -36%
BWM
361
Baystate Wealth Management
Massachusetts
$44K -$134 -1 -0.3%
PCA
362
Peddock Capital Advisors
Massachusetts
$39K +$39K +296 New
IA
363
IFP Advisors
Florida
$30K +$20K +153 +199%
MTCM
364
Mint Tower Capital Management
Netherlands
$28K +$28K +21,199 New
PCG
365
Private Capital Group
Connecticut
$26K – – –
TFM
366
TFC Financial Management
Massachusetts
$26K – – –
ETC
367
Exchange Traded Concepts
Oklahoma
$24K +$17.1K +131 +247%
CI Investments Inc
368
CI Investments Inc
Ontario, Canada
$24K +$20.8K +154 +642%
AWA
369
Arkadios Wealth Advisors
Georgia
$22K – – –
CAAS
370
Capital Asset Advisory Services
Michigan
$21K +$21K +160 New
PA
371
Parallel Advisors
California
$18K -$7.25K -56 -29%
VCM
372
Versant Capital Management
Arizona
$18K – – –
WT
373
Whittier Trust
California
$18K +$18K +135 New
RPWA
374
Regent Peak Wealth Advisors
Georgia
$17K +$17K +125 New
QCG
375
Quadrant Capital Group
Ohio
$15K – – –
13 14
15
16 17