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HEICO
HEI

Overview Fund Activity

192 hedge funds and large institutions have $1.24B invested in HEICO in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
29
Increased
77
Reduced
66
Closed
26
Calls
$554K
Puts
$1.67M
Net Calls
-$1.11M
Net Calls Change
-$151K

Top Buyers

1
Norges Bank
Norges Bank
Norway
$20.8M
2
BIT
BlackRock Institutional Trust
California
$42.9M
3
RP
Riverbridge Partners
Minnesota
$102M
4
CCM
Copeland Capital Management
Pennsylvania
$30.2M
5
Goldman Sachs
Goldman Sachs
New York
$10.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.6M
2
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
3
Fidelity International
Fidelity International
Bermuda
$4.54M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$8.81M
5
CM
Castleark Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
176
Argentus Capital Management
Texas
$22K +$8.13K +288 +59%
WAM
177
Wealthspire Advisors (Maryland)
Maryland
$18K – – –
WA
178
WealthTrust-Arizona
Arizona
$15K +$4.88K +174 +48%
VCM
179
Versant Capital Management
Arizona
$11K -$314 -12 -3%
SEI Investments
180
SEI Investments
Pennsylvania
$10K -$686K -24,968 -99%
CFA
181
Carroll Financial Associates
North Carolina
$10K +$3.01K +110 +43%
IA
182
IFP Advisors
Florida
$9K -$3.69K -125 -29%
QCG
183
Quadrant Capital Group
Ohio
$7K +$1.56K +61 +29%
SAM
184
Solaris Asset Management
New York
$7K +$7K +254 New
LAM
185
Lebenthal Asset Management
New York
$6K +$6K +203 New
TCIM
186
TIAA CREF Investment Management
New York
$5.81K +$1.51K +53,086 +35%
RWG
187
Regal Wealth Group
California
$2K – – –
Manulife (Manufacturers Life Insurance)
188
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K – – –
GWM
189
Geneos Wealth Management
Colorado
$2K +$2K +98 New
GT
190
Glenmede Trust
Pennsylvania
$1K -$3.61K -159 -78%
VOYA Investment Management
191
VOYA Investment Management
Georgia
$602 +$18 +652 +3%
MFIMFI
192
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$22.3M -815,557 Closed
CM
193
Castleark Management
Illinois
– -$13.8M -503,730 Closed
Citadel Advisors
194
Citadel Advisors
Florida
– -$12.4M -453,882 Closed
PP
195
Paloma Partners
Connecticut
– -$2.81M -102,727 Closed
EI
196
EAM Investors
California
– -$2.55M -93,342 Closed
LCM
197
Laurion Capital Management
New York
– -$1.8M -65,674 Closed
WC
198
Wynnefield Capital
New York
– -$1.34M -48,828 Closed
LP
199
LMR Partners
United Kingdom
– -$871K -31,851 Closed
American Century Companies
200
American Century Companies
Missouri
– -$851K -31,084 Closed
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