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HEICO
HEI

Overview Fund Activity

393 hedge funds and large institutions have $3.74B invested in HEICO in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 148 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
7.95%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
44
Increased
124
Reduced
148
Closed
41
Calls
$17.7M
Puts
$12.1M
Net Calls
+$5.68M
Net Calls Change
+$94.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$195M
2
HAM
HHR Asset Management
New Jersey
$45.8M
3
Goldman Sachs
Goldman Sachs
New York
$52.5M
4
EVM
Eaton Vance Management
Massachusetts
$16.3M
5
Select Equity Group
Select Equity Group
New York
$88.1M

Top Sellers

1
N
Natixis
France
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$346M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$14.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$44.3M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
376
Howe & Rusling
New York
$5K – – –
BBHC
377
Brown Brothers Harriman & Co
New York
$4K – – –
HFA
378
HC Financial Advisors
California
$4K – – –
HI
379
Hudock Inc
Pennsylvania
$4K – – –
TWA
380
TCI Wealth Advisors
Arizona
$4K – – –
LC
381
Lindbrook Capital
California
$4K – – –
MF
382
Manchester Financial
California
$3K – – –
PGAM
383
Princeton Global Asset Management
New Jersey
$3K +$1.88K +15 +167%
CI Investments Inc
384
CI Investments Inc
Ontario, Canada
$3K +$3K +24 New
HFS
385
Hantz Financial Services
Michigan
$3K +$3K +27 New
LWM
386
Liberty Wealth Management
California
$3K +$3K +27 New
JWM
387
Janiczek Wealth Management
Colorado
$3K +$3K +28 New
ZB
388
Zions Bancorporation
Utah
$2K – – –
RA
389
Rational Advisors
New York
$2K +$2K +20 New
Millennium Management
390
Millennium Management
New York
$1.02K +$200 +1,912 +25%
GWS
391
Glassman Wealth Services
Virginia
$1K – – –
APWM
392
Atlas Private Wealth Management
New York
$1K – – –
N
393
Natixis
France
– -$59.8M -600,076 Closed
PI
394
Putnam Investments
Massachusetts
– -$5.67M -56,918 Closed
Schroder Investment Management Group
395
Schroder Investment Management Group
United Kingdom
– -$3.98M -39,891 Closed
Twin Tree Management
396
Twin Tree Management
Texas
– -$2.24M -22,462 Closed
PCM
397
Pennsylvania Capital Management
Pennsylvania
– -$1.39M -13,950 Closed
Ensign Peak Advisors
398
Ensign Peak Advisors
Utah
– -$1.03M -10,337 Closed
HWM
399
Hohimer Wealth Management
Washington
– -$1.01M -10,096 Closed
LOAMU
400
Lombard Odier Asset Management (USA)
New York
– -$897K -9,000 Closed
14 15
16
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