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HEICO
HEI

Overview Fund Activity

429 hedge funds and large institutions have $4.42B invested in HEICO in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 152 increasing their positions, 141 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+22
Holders Change %
+5.41%
% of All Funds
9.42%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
64
Increased
152
Reduced
141
Closed
40
Calls
$27.5M
Puts
$46.9M
Net Calls
-$19.5M
Net Calls Change
-$22.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$542M
2
American Century Companies
2
American Century Companies
Missouri
$44.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$111M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$456M
5
Citadel Advisors
5
Citadel Advisors
Florida
$21.4M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$14M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$52.2M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$175M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$16.7M
5
Brown Advisory
5
Brown Advisory
Maryland
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Scopus Asset Management
New York
$36.6M +$11.1M +88,500 +43%
Northern Trust
27
Northern Trust
Illinois
$35.7M +$1.37M +10,948 +4%
Axa
28
Axa
France
$34.7M +$11.6M +92,600 +50%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$32.5M -$2.18M -17,457 -6%
Baillie Gifford & Co
30
Baillie Gifford & Co
United Kingdom
$30M -$251K -2,007 -0.8%
William Blair & Company
31
William Blair & Company
Illinois
$29.9M -$808K -6,468 -3%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$29M -$19.1K -153 -0.1%
Victory Capital Management
33
Victory Capital Management
Texas
$28.8M -$2.16M -17,310 -7%
Legal & General Group
34
Legal & General Group
United Kingdom
$28.2M +$15.3M +122,448 +119%
BAM
35
Bruderman Asset Management
New York
$27M -$122K -999 -0.4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$25M -$431K -3,450 -2%
TAM
37
Telemark Asset Management
Massachusetts
$24.7M – – –
First Trust Advisors
38
First Trust Advisors
Illinois
$24.6M -$4.27M -34,156 -15%
Charles Schwab
39
Charles Schwab
California
$23.9M -$1.33M -10,619 -5%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$23.1M -$3.92M -31,409 -15%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$23.1M +$492K +3,943 +2%
Norges Bank
42
Norges Bank
Norway
$22.2M -$14.7M -118,030 -40%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$21.8M +$87K +697 +0.4%
Citadel Advisors
44
Citadel Advisors
Florida
$21.4M +$16.8M +134,224 +365%
UBS Group
45
UBS Group
Switzerland
$21.1M +$1.86M +14,925 +10%
AQR Capital Management
46
AQR Capital Management
Connecticut
$19.5M -$1.97M -15,889 -9%
PI
47
Putnam Investments
Massachusetts
$17.8M +$4.09M +32,773 +30%
Swiss National Bank
48
Swiss National Bank
Switzerland
$17.8M +$369K +2,958 +2%
Citigroup
49
Citigroup
New York
$17.5M +$15.2M +121,747 +671%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$16.7M -$21.4M -171,111 -56%
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