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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.

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 %
Squarepoint
76
Squarepoint
New York
$4.62M +$1.21M +13,033 +35%
Citigroup
77
Citigroup
New York
$4.57M +$3.62M +39,041 +379%
US Bancorp
78
US Bancorp
Minnesota
$4.32M -$238K -2,574 -5%
TCIM
79
TIAA CREF Investment Management
New York
$4.13M -$5.24M -56,540 -56%
TA
80
Teachers Advisors
New York
$4.12M +$155K +1,676 +4%
Barclays
81
Barclays
United Kingdom
$4.1M -$121K -1,308 -3%
NIP
82
Nicholas Investment Partners
California
$4.07M -$285K -3,082 -7%
UBS AM
83
UBS AM
Illinois
$3.92M +$285K +3,075 +8%
SGAM
84
Steinberg Global Asset Management
Florida
$3.79M +$197K +2,125 +5%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.74M -$669K -7,218 -15%
Marshall Wace
86
Marshall Wace
United Kingdom
$3.74M +$2.43M +26,233 +186%
Ameriprise
87
Ameriprise
Minnesota
$3.6M -$1.34M -14,472 -27%
LP
88
LMR Partners
United Kingdom
$3.56M +$3.56M +38,397 New
Victory Capital Management
89
Victory Capital Management
Texas
$3.54M -$498K -5,380 -12%
TG
90
TCW Group
California
$3.5M +$363K +3,925 +12%
Stifel Financial
91
Stifel Financial
Missouri
$3.47M +$287K +3,100 +9%
SRAM
92
Stone Ridge Asset Management
New York
$3.3M – – –
AG
93
Aperio Group
California
$3.29M +$62.6K +676 +2%
SGI
94
Summit Global Investments
Utah
$3.24M -$4.63K -50 -0.1%
EAMA
95
EFG Asset Management (Americas)
Florida
$3.18M +$620K +6,693 +24%
AIA
96
Avalon Investment & Advisory
Texas
$3.1M +$211K +2,278 +7%
CRC
97
Curi RMB Capital
Illinois
$3.02M -$305K -3,291 -9%
Nomura Holdings
98
Nomura Holdings
Japan
$2.99M +$2.99M +32,379 New
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$2.96M -$286K -3,090 -9%
Schroder Investment Management Group
100
Schroder Investment Management Group
United Kingdom
$2.95M -$1.73M -18,667 -37%
2 3
4
5 6