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HEICO
HEI

Overview Fund Activity

392 hedge funds and large institutions have $2.73B invested in HEICO in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 135 increasing their positions, 136 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-59
Holders Change %
-13.08%
% of All Funds
8.66%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
65
Increased
135
Reduced
136
Closed
119
Calls
$9.33M
Puts
$17.4M
Net Calls
-$8.03M
Net Calls Change
+$20.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$133M
2
Capital International Investors
Capital International Investors
California
+$78.9M
3
Select Equity Group
Select Equity Group
New York
+$46.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$31.2M
5
ACM
Atlanta Capital Management
Georgia
+$29.6M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$226M
2
Invesco
Invesco
Georgia
-$65.9M
3
Renaissance Technologies
Renaissance Technologies
New York
-$36.3M
4
Goldman Sachs
Goldman Sachs
New York
-$34.4M
5
CIC
Chilton Investment Company
Connecticut
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
376
Brown Brothers Harriman & Co
New York
$3K -$3K -40 -50%
HI
377
Hudock Inc
Pennsylvania
$3K – – –
TWA
378
TCI Wealth Advisors
Arizona
$3K +$300 +4 +11%
HFA
379
HC Financial Advisors
California
$3K +$3K +42 New
CAN
380
Claraphi Advisory Network
United States
$3K +$3K +44 New
FIA
381
FNY Investment Advisers
New York
$3K +$3K +50 New
MF
382
Manchester Financial
California
$2K – – –
VFA
383
Valeo Financial Advisors
Indiana
$2K – – –
LC
384
Lindbrook Capital
California
$2K +$483 +7 +32%
APWM
385
Atlas Private Wealth Management
New York
$1K – – –
First Manhattan
386
First Manhattan
New York
$1K – – –
SFSIG
387
San Francisco Sentry Investment Group
California
$1K – – –
SCA
388
Stonebridge Capital Advisors
Minnesota
$1K – – –
GWS
389
Glassman Wealth Services
Virginia
$1K +$1K +12 New
OAM
390
Optimal Asset Management
California
$687 +$449 +6,019 +189%
Renaissance Technologies
391
Renaissance Technologies
New York
– -$36.3M -318,064 Closed
MWA
392
Marshall Wace Asia
Hong Kong
– -$33.7M -295,124 Closed
Point72 Asset Management
393
Point72 Asset Management
Connecticut
– -$30.9M -271,087 Closed
FA
394
Friess Associates
Delaware
– -$17.5M -153,150 Closed
SAM
395
Scopus Asset Management
New York
– -$6.11M -53,542 Closed
TEC
396
Tiger Eye Capital
Tennessee
– -$5.71M -50,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
397
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$4.73M -41,450 Closed
IECM
398
Intrinsic Edge Capital Management
Illinois
– -$3.6M -31,548 Closed
Balyasny Asset Management
399
Balyasny Asset Management
Illinois
– -$3.3M -28,916 Closed
JFA
400
Johanson Financial Advisors
California
– -$250K -28,600 Closed
14 15
16
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