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HEICO
HEI

Overview Fund Activity

420 hedge funds and large institutions have $4.82B invested in HEICO in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 125 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
7.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
46
Increased
155
Reduced
125
Closed
45
Calls
$18.6M
Puts
$28.2M
Net Calls
-$9.63M
Net Calls Change
-$10.1M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$264M
2
Jennison Associates
Jennison Associates
New York
$35.3M
3
Wells Fargo
Wells Fargo
California
$36.3M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$70.4M
5
Bank of America
Bank of America
North Carolina
$67.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
2
BlackRock
BlackRock
New York
$698M
3
Millennium Management
Millennium Management
New York
$19.1M
4
EAM
EULAV Asset Management
Florida
$37M
5
Goldman Sachs
Goldman Sachs
New York
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
376
TFC Financial Management
Massachusetts
$27K – – –
PCG
377
Private Capital Group
Connecticut
$27K – – –
CG
378
Cutler Group
California
$27K +$27K +200 New
HI
379
Harbour Investments
Wisconsin
$23K – – –
AWA
380
Arkadios Wealth Advisors
Georgia
$23K – – –
PA
381
Parallel Advisors
California
$23K +$1.79K +13 +8%
WT
382
Whittier Trust
California
$22K – – –
SB
383
Strategic Blueprint
Georgia
$20K +$20K +144 New
VCM
384
Versant Capital Management
Arizona
$19K -$416 -3 -2%
QCG
385
Quadrant Capital Group
Ohio
$16K – – –
FF
386
FourThought Financial
Florida
$15K – – –
GRP
387
Global Retirement Partners
California
$14K – – –
JWM
388
Janiczek Wealth Management
Colorado
$14K +$2.31K +17 +20%
Skandinaviska Enskilda Banken (SEB)
389
Skandinaviska Enskilda Banken (SEB)
Sweden
$12K -$29.4K -213 -71%
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
AF
391
Allworth Financial
California
$12K – – –
SAM
392
Shell Asset Management
Netherlands
$11K -$29.6K -210 -73%
MAM
393
Meeder Asset Management
Ohio
$10K – – –
GFPC
394
Global Financial Private Client
Florida
$8.02K – – –
VNA
395
Valley National Advisers
Pennsylvania
$8K – – –
SQA
396
Simon Quick Advisors
New Jersey
$7K – – –
LC
397
Lindbrook Capital
California
$7K +$583 +4 +9%
HR
398
Howe & Rusling
New York
$6K – – –
AWM
399
Avior Wealth Management
Nebraska
$6K – – –
HI
400
Hudock Inc
Pennsylvania
$6K – – –
14 15
16
17 18