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HEICO
HEI

Overview Fund Activity

390 hedge funds and large institutions have $3.67B invested in HEICO in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
8.02%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
52
Increased
124
Reduced
149
Closed
52
Calls
$18.5M
Puts
$108M
Net Calls
-$89.2M
Net Calls Change
-$81.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$136M
2
ACM
Atlanta Capital Management
Georgia
$154M
3
BlackRock
BlackRock
New York
$533M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$67.8M
5
CS
Credit Suisse
Switzerland
$60.8M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$469K
2
MWNA
Marshall Wace North America
New York
$3.65M
3
American Century Companies
American Century Companies
Missouri
$143M
4
Select Equity Group
Select Equity Group
New York
$71.3M
5
Fisher Asset Management
Fisher Asset Management
Washington
$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
376
TCI Wealth Advisors
Arizona
$4K -$444 -4 -10%
HFA
377
HC Financial Advisors
California
$4K – – –
HI
378
Hudock Inc
Pennsylvania
$4K – – –
BBHC
379
Brown Brothers Harriman & Co
New York
$4K – – –
LC
380
Lindbrook Capital
California
$4K +$1.24K +13 +45%
MF
381
Manchester Financial
California
$3K – – –
VFA
382
Valeo Financial Advisors
Indiana
$3K – – –
PI
383
PineBridge Investments
New York
$2K -$8.9K -89 -82%
ETC
384
Exchange Traded Concepts
Oklahoma
$2K -$2.08K -25 -51%
ZB
385
Zions Bancorporation
Utah
$2K +$2K +23 New
GWS
386
Glassman Wealth Services
Virginia
$1K -$714 -5 -42%
APWM
387
Atlas Private Wealth Management
New York
$1K – – –
GEA
388
Glen Eagle Advisors
New Jersey
$498 +$498 +5 New
TI
389
tru Independence
Oregon
$194 +$194 +1,948 New
AII
390
AGF Investments Inc
Ontario, Canada
– -$7.48M -100,282 Closed
CCM
391
Copeland Capital Management
Pennsylvania
– -$6.87M -92,073 Closed
CC
392
Carlson Capital
Texas
– -$6.19M -83,025 Closed
HF
393
HRT Financial
New York
– -$5.51M -73,868 Closed
NA
394
Navellier & Associates
Nevada
– -$3.99M -53,508 Closed
Korea Investment Corp
395
Korea Investment Corp
South Korea
– -$3.21M -43,000 Closed
Robeco Institutional Asset Management
396
Robeco Institutional Asset Management
Netherlands
– -$2.41M -32,358 Closed
CB
397
Commerce Bank
Missouri
– -$1.9M -25,459 Closed
EAMA
398
EFG Asset Management (Americas)
Florida
– -$1.65M -22,149 Closed
RPI
399
Railway Pension Investments
United Kingdom
– -$1.26M -16,900 Closed
SW
400
SlateStone Wealth
Florida
– -$1.19M -15,960 Closed
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16
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