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HEICO
HEI

Overview Fund Activity

330 hedge funds and large institutions have $3.27B invested in HEICO in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 99 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+41
Holders Change %
+14.19%
% of All Funds
7.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
67
Increased
99
Reduced
119
Closed
24
Calls
$3.05M
Puts
$5.45M
Net Calls
-$2.4M
Net Calls Change
-$4.15M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$54.3M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$73.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$346M
4
MWA
4
Marshall Wace Asia
Hong Kong
$13M
5
O
5
OppenheimerFunds
New York
$74.5M

Top Sellers

1
CCM
1
Copeland Capital Management
Pennsylvania
$19.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.24M
3
RP
3
Riverbridge Partners
Minnesota
$162M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$32.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
26
Aberdeen Group
United Kingdom
$32.5M -$21.6M -233,695 -40%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$32.2M -$4.74M -51,203 -13%
Morgan Stanley
28
Morgan Stanley
New York
$31.8M +$5.63M +60,824 +22%
First Trust Advisors
29
First Trust Advisors
Illinois
$30.7M -$6.62M -71,494 -18%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$25.8M -$5.54M -59,814 -18%
William Blair & Company
31
William Blair & Company
Illinois
$24.7M -$1.25M -13,454 -5%
Northern Trust
32
Northern Trust
Illinois
$24.5M +$3.22M +34,795 +15%
Baillie Gifford & Co
33
Baillie Gifford & Co
United Kingdom
$23M -$481K -5,192 -2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$21.4M -$135K -1,457 -0.6%
CCM
35
Copeland Capital Management
Pennsylvania
$19.7M -$24M -258,856 -55%
OTPPB
36
Ontario Teachers' Pension Plan Board
Ontario, Canada
$19M – – –
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$18.4M -$397K -4,283 -2%
BAM
38
Bruderman Asset Management
New York
$16.6M +$93 +1 +0%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$16M -$1.9M -20,527 -11%
Charles Schwab
40
Charles Schwab
California
$14.8M +$458K +4,948 +3%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$14.5M +$578K +6,236 +4%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$13.7M -$2.51M -27,102 -15%
MWA
43
Marshall Wace Asia
Hong Kong
$13M +$13M +140,504 New
HW
44
Hancock Whitney
Mississippi
$12.8M +$3.77M +40,738 +42%
NA
45
Navellier & Associates
Nevada
$12.8M +$867K +9,366 +7%
GI
46
GAMCO Investors
Connecticut
$11.9M – – –
PPA
47
Parametric Portfolio Associates
Washington
$11.4M +$37.7K +407 +0.3%
UBS Group
48
UBS Group
Switzerland
$11.4M -$5.18M -55,881 -31%
PMAM
49
Picton Mahoney Asset Management
Ontario, Canada
$11.3M -$252K -2,725 -2%
PI
50
Putnam Investments
Massachusetts
$10.7M +$6.42M +69,310 +150%
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