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HEICO
HEI

Overview Fund Activity

429 hedge funds and large institutions have $4.42B invested in HEICO in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 152 increasing their positions, 141 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+22
Holders Change %
+5.41%
% of All Funds
9.42%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
64
Increased
152
Reduced
141
Closed
40
Calls
$27.5M
Puts
$46.9M
Net Calls
-$19.5M
Net Calls Change
-$22.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$125M
2
American Century Companies
American Century Companies
Missouri
+$43.7M
3
Goldman Sachs
Goldman Sachs
New York
+$26.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$23.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$16.8M

Top Sellers

1
FAM
Fred Alger Management
New York
-$89.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$55.2M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$21.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$21.4M
5
Brown Advisory
Brown Advisory
Maryland
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
376
West Oak Capital
California
$50K – – –
PMFA
377
Plante Moran Financial Advisors
Michigan
$50K +$743 +6 +2%
EP
378
Elkfork Partners
Oregon
$45K +$45K +364 New
BWM
379
Baystate Wealth Management
Massachusetts
$41K – – –
WC
380
Weil Company
California
$39K +$39K +312 New
GHCM
381
Glen Harbor Capital Management
California
$36K +$36K +286 New
CCMW
382
Cypress Capital Management (Wyoming)
Wyoming
$36K +$36K +290 New
HL
383
Harding Loevner
New Jersey
$35K -$8.66K -69 -20%
CFGS
384
Concourse Financial Group Securities
Alabama
$35K +$35K +277 New
IA
385
IFP Advisors
Florida
$34K +$34K +268 New
CAL
386
Capital Advisors Ltd
Ohio
$31K -$37.7K -300 -55%
QCG
387
Quadrant Capital Group
Ohio
$31K – – –
BWM
388
BerganKDV Wealth Management
Minnesota
$30K – – –
RFA
389
Reilly Financial Advisors
California
$29K -$25.6K -206 -47%
GWM
390
Geneos Wealth Management
Colorado
$26K – – –
NA
391
Neuburgh Advisers
California
$26K +$26K +208 New
RA
392
Rational Advisors
New York
$25K – – –
PCG
393
Private Capital Group
Connecticut
$25K +$1.02K +8 +4%
CFA
394
Carroll Financial Associates
North Carolina
$24K – – –
TRCT
395
Tower Research Capital (TRC)
New York
$22K +$22K +177 New
VCM
396
Versant Capital Management
Arizona
$20K -$4.55K -38 -19%
SIAS
397
Shine Investment Advisory Services
Colorado
$18K -$5.51K -45 -23%
PA
398
Parallel Advisors
California
$18K +$8.36K +65 +87%
S
399
SignatureFD
Georgia
$18K +$8.38K +68 +87%
CIA
400
CSat Investment Advisory
Michigan
$16K +$2.25K +18 +16%
14 15
16
17 18