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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 %
BBHC
401
Brown Brothers Harriman & Co
New York
$5K – – –
EI
402
Ellevest Inc
New York
$4K -$3.03K -25 -43%
TWA
403
TCI Wealth Advisors
Arizona
$4K -$645 -5 -14%
HFS
404
Hantz Financial Services
Michigan
$4K – – –
BSSFA
405
Baron Silver Stevens Financial Advisors
Florida
$4K +$4K +33 New
LWM
406
Liberty Wealth Management
California
$3K – – –
PGAM
407
Princeton Global Asset Management
New Jersey
$3K – – –
ZB
408
Zions Bancorporation
Utah
$3K – – –
LWCFA
409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3K +21 New
GWS
410
Glassman Wealth Services
Virginia
$1K – – –
APWM
411
Atlas Private Wealth Management
New York
$1K – – –
LIM
412
Longfellow Investment Management
Massachusetts
$1K +$1K +5 New
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +6 New
APWA
414
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +8 New
AIG
415
American International Group
New York
$134 -$5 -39 -4%
TI
416
tru Independence
Oregon
$126 -$110 -828 -47%
ACM
417
Atlanta Capital Management
Georgia
– -$163M -1,556,762 Closed
PGEBT
418
Pactiv General Employee Benefit Trust
Illinois
– -$16.1M -154,000 Closed
CC
419
Carlson Capital
Texas
– -$8.52M -81,427 Closed
SCP
420
Steamboat Capital Partners
New York
– -$6.47M -61,806 Closed
First Trust Advisors
421
First Trust Advisors
Illinois
– -$2.47M -23,584 Closed
WCM
422
Weld Capital Management
New York
– -$1.43M -13,699 Closed
Qube Research & Technologies (QRT)
423
Qube Research & Technologies (QRT)
United Kingdom
– -$1.42M -13,550 Closed
AC
424
Athanor Capital
New York
– -$1.07M -10,211 Closed
ZIM
425
Zacks Investment Management
Illinois
– -$856K -8,178 Closed
15 16
17
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