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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 %
PIA
476
Powell Investment Advisors
Florida
– -$228K -2,000 Closed
EWA
477
EP Wealth Advisors
California
– -$228K -1,994 Closed
GAG
478
GM Advisory Group
New York
– -$225K -1,975 Closed
WS
479
Wedbush Securities
California
– -$225K -1,971 Closed
BUB
480
BBVA USA Bancshares
Texas
– -$224K -1,955 Closed
RWM
481
RKL Wealth Management
Pennsylvania
– -$223K -1,952 Closed
IIC
482
Integrated Investment Consultants
Michigan
– -$217K -1,902 Closed
WAM
483
Wealthspire Advisors (Maryland)
Maryland
– -$216K -1,893 Closed
SC
484
Schoolcraft Capital
Colorado
– -$214K -1,875 Closed
FAAS
485
First Allied Advisory Services
California
– -$212K -1,858 Closed
FNBT
486
FineMark National Bank & Trust
Florida
– -$210K -1,837 Closed
DS
487
DRW Securities
Illinois
– -$205K -1,800 Closed
NL
488
NWAM LLC
Washington
– -$204K -1,790 Closed
WEC
489
Winslow Evans & Crocker
Massachusetts
– -$186K -1,624 Closed
Simplex Trading
490
Simplex Trading
Illinois
– -$184K -1,616 Closed
GGHC
491
Gilder Gagnon Howe & Co
New York
– -$149K -1,309 Closed
B
492
Barings
North Carolina
– -$117K -1,030 Closed
IFAM
493
Institutional & Family Asset Management
Colorado
– -$74K -645 Closed
PCM
494
Pinz Capital Management
New York
– -$68K -600 Closed
PCA
495
Peddock Capital Advisors
Massachusetts
– -$34K -296 Closed
CCMW
496
Cypress Capital Management (Wyoming)
Wyoming
– -$29K -258 Closed
CAL
497
Capital Advisors Ltd
Ohio
– -$28K -247 Closed
RFA
498
Reilly Financial Advisors
California
– -$27K -233 Closed
ACM
499
Allred Capital Management
Texas
– -$20K -175 Closed
AIS
500
Accurate Investment Solutions
Pennsylvania
– -$15K -133 Closed
17 18 19
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