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HEICO
HEI

Overview Fund Activity

423 hedge funds and large institutions have $4.34B invested in HEICO in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 143 increasing their positions, 137 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
7.45%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
143
Reduced
137
Closed
52
Calls
$13.6M
Puts
$13M
Net Calls
+$518K
Net Calls Change
-$112K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$85.8M
2
BlackRock
BlackRock
New York
$697M
3
Federated Hermes
Federated Hermes
Pennsylvania
$80.2M
4
Capital World Investors
Capital World Investors
California
$382M
5
Renaissance Technologies
Renaissance Technologies
New York
$23.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$9.02M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
Select Equity Group
Select Equity Group
New York
$0
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
5
Invesco
Invesco
Georgia
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
126
MML Investors Services
Massachusetts
$2.86M +$422K +3,357 +17%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$2.85M +$17.6K +140 +0.6%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$2.8M -$271K -2,152 -9%
CRC
129
Curi RMB Capital
Illinois
$2.77M +$6.79K +54 +0.2%
BCM
130
Brooktree Capital Management
Michigan
$2.77M +$126 +1 +0%
Swedbank
131
Swedbank
Sweden
$2.67M +$2.67M +21,257 New
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$2.58M +$185K +1,474 +8%
SCA
133
Snowden Capital Advisors
New York
$2.53M -$664K -5,280 -21%
AAM
134
Advisors Asset Management
Colorado
$2.52M -$77.5K -616 -3%
HF
135
HRT Financial
New York
$2.52M +$2.52M +20,046 New
Mitsubishi UFJ Asset Management
136
Mitsubishi UFJ Asset Management
Japan
$2.5M +$737K +5,862 +42%
SAM
137
Security Asset Management
New York
$2.49M -$13.6K -108 -0.5%
GGHC
138
Gilder Gagnon Howe & Co
New York
$2.39M -$135K -1,077 -5%
N
139
Natixis
France
$2.35M +$2.35M +18,653 New
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$2.34M -$284K -2,255 -11%
CIC
141
Carnegie Investment Counsel
Ohio
$2.32M +$180K +1,434 +8%
Marshall Wace
142
Marshall Wace
United Kingdom
$2.31M +$803K +6,384 +53%
Voloridge Investment Management
143
Voloridge Investment Management
Florida
$2.27M +$1.68M +13,360 +285%
Royal London Asset Management
144
Royal London Asset Management
United Kingdom
$2.2M – – –
PAG
145
Private Advisor Group
New Jersey
$2.16M +$7.42K +59 +0.3%
UIM
146
USS Investment Management
United Kingdom
$2.15M – – –
Connor, Clark & Lunn Investment Management (CC&L)
147
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.1M +$228K +1,814 +12%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$2.06M -$5.03K -40 -0.2%
AG
149
Algert Global
California
$2.04M +$85.2K +677 +4%
T. Rowe Price Associates
150
T. Rowe Price Associates
Maryland
$2.01M -$338K -2,691 -14%
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