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HEICO
HEI

Overview Fund Activity

418 hedge funds and large institutions have $4.61B invested in HEICO in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 127 increasing their positions, 141 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+25
Holders Change %
+6.36%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
127
Reduced
141
Closed
36
Calls
$17M
Puts
$16.3M
Net Calls
+$630K
Net Calls Change
-$5.05M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$377M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55.3M
3
Millennium Management
Millennium Management
New York
$33.7M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$21.5M
5
FAM
Fred Alger Management
New York
$32.4M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$0
2
Select Equity Group
Select Equity Group
New York
$37.6M
3
Holocene Advisors
Holocene Advisors
New York
$228K
4
BlackRock
BlackRock
New York
$653M
5
HAM
HHR Asset Management
New Jersey
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
376
Janiczek Wealth Management
Colorado
$15K +$11.2K +82 +293%
FF
377
FourThought Financial
Florida
$14K +$14K +112 New
GRP
378
Global Retirement Partners
California
$13K – – –
SFS
379
Sowell Financial Services
Arkansas
$13K +$2.63K +20 +25%
MF
380
Manchester Financial
California
$13K +$8.67K +66 +200%
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
AF
382
Allworth Financial
California
$11K – – –
CG
383
Cutler Group
California
$11K +$11K +84 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
384
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11K +$11K +86 New
MAM
385
Meeder Asset Management
Ohio
$10K – – –
BAMG
386
Brand Asset Management Group
Missouri
$10K – – –
NIM
387
NuWave Investment Management
New Jersey
$9K -$41.7K -315 -82%
CTC
388
Central Trust Company
Missouri
$9K – – –
PWPS
389
Pinnacle Wealth Planning Services
Ohio
$9K +$9K +68 New
WEC
390
Winslow Evans & Crocker
Massachusetts
$8K – – –
GFPC
391
Global Financial Private Client
Florida
$7.55K – – –
VAIA
392
Virtus Alternative Investment Advisers
Connecticut
$7K -$6.87K -51 -50%
VNA
393
Valley National Advisers
Pennsylvania
$7K – – –
TVWM
394
Tower View Wealth Management
Wisconsin
$7K – – –
SQA
395
Simon Quick Advisors
New Jersey
$7K +$7K +53 New
HR
396
Howe & Rusling
New York
$6K – – –
HFA
397
HC Financial Advisors
California
$6K – – –
LC
398
Lindbrook Capital
California
$6K +$857 +7 +17%
AWM
399
Avior Wealth Management
Nebraska
$6K +$6K +50 New
BBHC
400
Brown Brothers Harriman & Co
New York
$5K – – –
14 15
16
17 18