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HEICO
HEI

Overview Fund Activity

392 hedge funds and large institutions have $2.73B invested in HEICO in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 135 increasing their positions, 136 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-59
Holders Change %
-13.08%
% of All Funds
8.66%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
65
Increased
135
Reduced
136
Closed
119
Calls
$9.33M
Puts
$17.4M
Net Calls
-$8.03M
Net Calls Change
+$20.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$133M
2
Capital International Investors
Capital International Investors
California
+$78.9M
3
Select Equity Group
Select Equity Group
New York
+$46.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$31.2M
5
ACM
Atlanta Capital Management
Georgia
+$29.6M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$226M
2
Invesco
Invesco
Georgia
-$65.9M
3
Renaissance Technologies
Renaissance Technologies
New York
-$36.3M
4
Goldman Sachs
Goldman Sachs
New York
-$34.4M
5
CIC
Chilton Investment Company
Connecticut
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
451
Telemus Capital
Michigan
– -$342K -3,000 Closed
MA
452
MANA Advisors
New York
– -$340K -2,975 Closed
PCM
453
Prelude Capital Management
New York
– -$326K -2,853 Closed
HMS
454
Hanseatic Management Services
New Mexico
– -$320K -2,804 Closed
CRCM
455
Corbett Road Capital Management
Virginia
– -$293K -2,571 Closed
BS
456
Banco Santander
Spain
– -$289K -2,536 Closed
JCM
457
JS Capital Management
New York
– -$285K -2,500 Closed
AMC
458
Asset Management Corp
Illinois
– -$285K -2,495 Closed
CA
459
Cetera Advisors
Colorado
– -$282K -2,450 Closed
RI
460
Redwood Investments
Massachusetts
– -$276K -2,420 Closed
BAM
461
Bruderman Asset Management
New York
– -$281K -2,347 Closed
QT
462
Quantamental Technologies
New York
– -$267K -2,336 Closed
PRC
463
Pearl River Capital
Michigan
– -$267K -2,336 Closed
IWM
464
IHT Wealth Management
Illinois
– -$264K -2,315 Closed
AMCA
465
Arthur M. Cohen & Associates
Illinois
– -$305K -2,240 Closed
IWC
466
Integrated Wealth Concepts
Massachusetts
– -$256K -2,239 Closed
BCWM
467
Blue Chip Wealth Management
Florida
– -$241K -2,115 Closed
CCM
468
Carlson Capital Management
Minnesota
– -$241K -2,114 Closed
BAM
469
Blueshift Asset Management
New Jersey
– -$239K -2,095 Closed
CWM
470
Calamos Wealth Management
Illinois
– -$238K -2,083 Closed
SMDAM
471
Sumitomo Mitsui DS Asset Management
Japan
– -$234K -2,058 Closed
MWM
472
Meridian Wealth Management
Kentucky
– -$232K -2,034 Closed
CPO
473
Cerity Partners OCIO
New York
– -$261K -2,033 Closed
HFA
474
Huber Financial Advisors
Illinois
– -$228K -2,000 Closed
CT
475
Chicago Trust
Illinois
– -$228K -2,000 Closed
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