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HEICO
HEI

Overview Fund Activity

393 hedge funds and large institutions have $3.74B invested in HEICO in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 148 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
7.95%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
44
Increased
124
Reduced
148
Closed
41
Calls
$17.7M
Puts
$12.1M
Net Calls
+$5.68M
Net Calls Change
+$94.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$195M
2
HAM
HHR Asset Management
New Jersey
$45.8M
3
Goldman Sachs
Goldman Sachs
New York
$52.5M
4
EVM
Eaton Vance Management
Massachusetts
$16.3M
5
Select Equity Group
Select Equity Group
New York
$88.1M

Top Sellers

1
N
Natixis
France
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$346M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$14.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$44.3M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
151
LPL Financial
California
$1.6M -$190K -1,814 -11%
PAG
152
Private Advisor Group
New Jersey
$1.57M -$362K -3,455 -19%
PMAM
153
Picton Mahoney Asset Management
Ontario, Canada
$1.51M -$7.41M -70,835 -83%
CIC
154
Carnegie Investment Counsel
Ohio
$1.49M +$380K +3,629 +34%
Mitsubishi UFJ Asset Management
155
Mitsubishi UFJ Asset Management
Japan
$1.49M +$132K +1,266 +10%
Principal Financial Group
156
Principal Financial Group
Iowa
$1.46M -$89.9K -859 -6%
Natixis Advisors
157
Natixis Advisors
Massachusetts
$1.46M +$93.3K +891 +7%
PA
158
PFG Advisors
Arizona
$1.44M +$1.44M +13,060 New
WCM
159
Weld Capital Management
New York
$1.43M +$667K +6,371 +87%
SAM
160
Security Asset Management
New York
$1.42M – – –
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$1.42M -$1.6M -15,304 -53%
FAF
162
Fjarde Ap-fonden
Sweden
$1.4M +$335K +3,200 +31%
VWM
163
Venturi Wealth Management
Texas
$1.39M +$239K +2,282 +21%
ASRS
164
Arizona State Retirement System
Arizona
$1.38M +$324K +3,098 +31%
NFG
165
Next Financial Group
Texas
$1.33M +$38.8K +371 +3%
ECM
166
Ensemble Capital Management
California
$1.29M – – –
Franklin Resources
167
Franklin Resources
California
$1.28M +$783K +7,481 +157%
GKFF
168
George Kaiser Family Foundation
Oklahoma
$1.28M – – –
TRCT
169
Tower Research Capital (TRC)
New York
$1.23M +$583K +5,574 +90%
HighTower Advisors
170
HighTower Advisors
Illinois
$1.21M +$93.8K +895 +8%
PP
171
Professional Planning
California
$1.2M -$262K -2,508 -18%
Canada Pension Plan Investment Board
172
Canada Pension Plan Investment Board
Ontario, Canada
$1.18M +$722K +6,900 +159%
MC
173
Moors & Cabot
Massachusetts
$1.17M +$36.6K +350 +3%
GIBU
174
Gulf International Bank (UK)
United Kingdom
$1.15M -$27.2K -260 -2%
FAAS
175
First Allied Advisory Services
California
$1.13M +$270K +2,581 +31%
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