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HEICO
HEI

Overview Fund Activity

393 hedge funds and large institutions have $3.74B invested in HEICO in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 148 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
7.95%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
44
Increased
124
Reduced
148
Closed
41
Calls
$17.7M
Puts
$12.1M
Net Calls
+$5.68M
Net Calls Change
+$94.9M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$195M
2
HAM
2
HHR Asset Management
New Jersey
$45.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$52.5M
4
EVM
4
Eaton Vance Management
Massachusetts
$16.3M
5
Select Equity Group
5
Select Equity Group
New York
$88.1M

Top Sellers

1
N
1
Natixis
France
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$346M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$14.5M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$44.3M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$26.1M +$695K +6,636 +3%
Invesco
27
Invesco
Georgia
$25.2M -$14.6M -139,963 -37%
TAM
28
Telemark Asset Management
Massachusetts
$23.5M +$5.23M +50,000 +29%
CBT
29
Capital Bank & Trust
California
$22.3M +$140K +1,335 +0.6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$21M +$4.22M +40,298 +25%
William Blair & Company
31
William Blair & Company
Illinois
$20.4M -$718K -6,865 -3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$19.8M -$485K -4,632 -2%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$19.1M -$199K -1,900 -1%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$18.8M -$3.77M -35,991 -17%
AAMU
35
Amundi Asset Management US
Massachusetts
$18.3M +$403K +3,847 +2%
Morgan Stanley
36
Morgan Stanley
New York
$18.1M -$6.35M -60,656 -26%
RA
37
Royce & Associates
New York
$18.1M -$6.97M -66,605 -28%
Swiss National Bank
38
Swiss National Bank
Switzerland
$17.7M -$293K -2,800 -2%
Baillie Gifford & Co
39
Baillie Gifford & Co
United Kingdom
$17M -$1.13M -10,773 -6%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$17M -$1.59M -15,166 -9%
NAM
41
Nissay Asset Management
Japan
$17M +$475K +4,542 +3%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$16.9M -$16.8M -159,720 -50%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$16.6M -$429K -4,097 -3%
EVM
44
Eaton Vance Management
Massachusetts
$16.3M +$16.3M +155,516 New
PGEBT
45
Pactiv General Employee Benefit Trust
Illinois
$16.1M – – –
MWNA
46
Marshall Wace North America
New York
$16M +$12.2M +116,297 +318%
Citigroup
47
Citigroup
New York
$15.3M +$3.56M +33,991 +30%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$14.5M -$27.4M -261,543 -65%
PPA
49
Parametric Portfolio Associates
Washington
$14.2M -$177K -1,692 -1%
CII
50
Capital International Inc
California
$14.1M -$252K -2,410 -2%
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