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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 %
MC
351
Maverick Capital
Texas
$100K +$100K +717 New
Vontobel Holding
352
Vontobel Holding
Switzerland
$95K – – –
NR
353
Newfound Research
Massachusetts
$89K +$4.46K +32 +5%
Macquarie Group
354
Macquarie Group
Australia
$78K -$200K -1,423 -72%
S
355
SignatureFD
Georgia
$74K +$3.22K +23 +5%
LS
356
Livforsakringsbolaget Skandia
Sweden
$70K – – –
PMFA
357
Plante Moran Financial Advisors
Michigan
$66K +$702 +5 +1%
FHA
358
First Horizon Advisors
Tennessee
$64K +$10.5K +76 +20%
First Manhattan
359
First Manhattan
New York
$64K +$64K +464 New
Northwestern Mutual Wealth Management
360
Northwestern Mutual Wealth Management
Wisconsin
$59K – – –
HL
361
Harding Loevner
New Jersey
$58K – – –
IA
362
IFP Advisors
Florida
$57K +$8.87K +63 +18%
WOC
363
West Oak Capital
California
$56K – – –
BCA
364
Berman Capital Advisors
Georgia
$53K – – –
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K – – –
BAM
366
Barrett Asset Management
New York
$51K – – –
VCM
367
Vigilant Capital Management
Maine
$51K +$51K +365 New
HNB
368
Huntington National Bank
Ohio
$50K -$17.1K -124 -26%
TCOV
369
Trust Company of Vermont
Vermont
$49K – – –
PI
370
PEAK6 Investments
Illinois
$49K +$49K +350 New
BWM
371
Baystate Wealth Management
Massachusetts
$47K – – –
EFSCE
372
Enterprise Financial Services Corp (EFSC)
Missouri
$42K +$42K +300 New
CI Investments Inc
373
CI Investments Inc
Ontario, Canada
$30K +$11.8K +85 +65%
GCM
374
Gables Capital Management
Florida
$28K -$42K -300 -60%
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$27K -$28.1K -204 -51%
13 14
15
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