HEI icon

HEICO
HEI

Overview Fund Activity

201 hedge funds and large institutions have $1.39B invested in HEICO in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
68
Reduced
68
Closed
22
Calls
$1.55M
Puts
$1.32M
Net Calls
+$230K
Net Calls Change
+$1.34M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$22.3M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$10.2M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$11.9M
4
BFA
4
BlackRock Fund Advisors
California
$36.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$10.8M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$19.7M
2
Northern Trust
2
Northern Trust
Illinois
$15.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
RP
4
Riverbridge Partners
Minnesota
$106M
5
UBS Group
5
UBS Group
Switzerland
$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
126
Dynamic Technology Lab
Singapore
$476K -$90.9K -2,876 -16%
Wolverine Trading
127
Wolverine Trading
Illinois
$470K +$470K +14,885 New
WCM
128
Washington Capital Management
Washington
$464K – – –
GF
129
Gabelli Funds
New York
$463K – – –
BCM
130
BlueCrest Capital Management
Jersey
$426K +$426K +13,484 New
Citigroup
131
Citigroup
New York
$415K +$1.71K +54 +0.4%
V
132
Veritable
Delaware
$413K +$24.1K +762 +6%
JPMPWA
133
J.P. Morgan Private Wealth Advisors
California
$398K -$7.39K -234 -2%
NFG
134
Next Financial Group
Texas
$396K – – –
RHBC
135
R.H. Bluestein & Co
Michigan
$386K – – –
CEP
136
Chicago Equity Partners
Illinois
$385K +$77.9K +2,466 +25%
AG
137
Advisor Group
Arizona
$373K +$168K +5,327 +82%
Principal Financial Group
138
Principal Financial Group
Iowa
$371K -$94.2K -2,984 -20%
JG
139
Jefferies Group
New York
$333K +$31.2K +986 +10%
LCM
140
Laurion Capital Management
New York
$332K +$332K +10,498 New
DADC
141
D.A. Davidson & Co
Montana
$314K -$1.91K -61 -0.6%
BB
142
Bell Bank
North Dakota
$291K +$6.94K +220 +2%
URS
143
Utah Retirement Systems
Utah
$278K – – –
BUB
144
BBVA USA Bancshares
Texas
$275K -$59.1K -1,870 -18%
CIM
145
Calvert Investment Management
Maryland
$275K -$17.2K -542 -6%
AB
146
Amalgamated Bank
New York
$267K +$27.7K +876 +12%
NCCM
147
Nine Chapters Capital Management
New Jersey
$255K +$255K +8,057 New
CAM
148
Capstone Asset Management
Texas
$232K +$232K +7,344 New
MG
149
Markel Group
Virginia
$231K – – –
Legal & General Group
150
Legal & General Group
United Kingdom
$221K +$16.9K +535 +8%
4 5
6
7 8