HEI icon

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 %
HI
401
Hudock Inc
Pennsylvania
$6K – – –
LWM
402
Liberty Wealth Management
California
$6K +$1.95K +13 +48%
WBC
403
West Branch Capital
Massachusetts
$6K +$6K +40 New
TWA
404
TCI Wealth Advisors
Arizona
$5K – – –
EI
405
Ellevest Inc
New York
$5K – – –
CFO
406
CVA Family Office
Colorado
$5K +$5K +39 New
SCA
407
Stonebridge Capital Advisors
Minnesota
$4K +$2K +12 +100%
ZB
408
Zions Bancorporation
Utah
$3K – – –
PGAM
409
Princeton Global Asset Management
New Jersey
$3K – – –
PCTC
410
Perkins Coie Trust Company
Washington
$3K +$3K +22 New
SWM
411
Selective Wealth Management
Virginia
$3K +$3K +24 New
LWCFA
412
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3K +25 New
KJHP
413
K.J. Harrison & Partners
Ontario, Canada
$2.22K – – –
NIM
414
NuWave Investment Management
New Jersey
$2K -$87.6K -482 -98%
GWS
415
Glassman Wealth Services
Virginia
$1K – – –
LIM
416
Longfellow Investment Management
Massachusetts
$1K – – –
CWP
417
Concord Wealth Partners
Virginia
$1K +$1K +7 New
Nisa Investment Advisors
418
Nisa Investment Advisors
Missouri
$139 – – –
AIG
419
American International Group
New York
$96 -$32 -226 -25%
Thrivent Financial for Lutherans
420
Thrivent Financial for Lutherans
Minnesota
– -$83.1M -660,723 Closed
Los Angeles Capital Management
421
Los Angeles Capital Management
California
– -$6.34M -50,410 Closed
AMI
422
Amica Mutual Insurance
Rhode Island
– -$4.41M -35,069 Closed
Bank of Nova Scotia
423
Bank of Nova Scotia
Ontario, Canada
– -$4.29M -34,100 Closed
Voloridge Investment Management
424
Voloridge Investment Management
Florida
– -$2.27M -18,054 Closed
DTL
425
Dynamic Technology Lab
Singapore
– -$1.64M -13,069 Closed
15 16
17
18 19