HEI icon

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 %
CCA
101
Catalyst Capital Advisors
New York
$2.81M -$991K -10,700 -26%
SEC
102
Seven Eight Capital
New York
$2.79M +$2.79M +30,163 New
MCM
103
Marsico Capital Management
Colorado
$2.71M +$858K +9,260 +46%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$2.67M +$94.9K +1,025 +4%
KJHP
105
K.J. Harrison & Partners
Ontario, Canada
$2.66M – – –
BG
106
Bahl & Gaynor
Ohio
$2.65M -$732K -7,902 -22%
SWP
107
Stratos Wealth Partners
Ohio
$2.59M +$220K +2,372 +9%
LPL Financial
108
LPL Financial
California
$2.39M -$592K -6,390 -20%
BCM
109
BlueCrest Capital Management
Jersey
$2.32M +$1.67M +18,001 +256%
EAM
110
Eagle Asset Management
Florida
$2.27M -$2.9M -31,349 -56%
ARTA
111
A.R.T. Advisors
New York
$2.26M +$1.7M +18,400 +309%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$2.24M -$23.8M -256,755 -91%
BST
113
Bath Savings Trust
Maine
$2.22M +$291K +3,148 +15%
WCA
114
Waratah Capital Advisors
Ontario, Canada
$2.22M +$2.22M +23,996 New
DCM
115
Dupont Capital Management
Delaware
$2.19M +$627K +6,767 +40%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$2.1M +$2.1M +22,706 New
AllianceBernstein
117
AllianceBernstein
Tennessee
$2.09M -$130K -1,405 -6%
SAA
118
Southeast Asset Advisors
Georgia
$2.08M +$34K +367 +2%
AG
119
Advisor Group
Arizona
$2.07M +$683K +7,370 +49%
MIH
120
Meitav Investment House
Israel
$2.06M -$63.1K -682 -3%
Wolverine Trading
121
Wolverine Trading
Illinois
$2.03M +$2.03M +21,876 New
SB
122
Suntrust Banks
Georgia
$1.96M +$75.6K +816 +4%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$1.92M -$72.9K -787 -4%
RA
124
Rational Advisors
New York
$1.82M -$167K -1,800 -8%
Voloridge Investment Management
125
Voloridge Investment Management
Florida
$1.79M +$277K +2,987 +18%
3 4
5
6 7