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HEICO
HEI

Overview Fund Activity

208 hedge funds and large institutions have $1.65B invested in HEICO in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 89 reducing their positions, and 19 closing their positions.

Holders
208
Holders Change
+3
Holders Change %
+1.46%
% of All Funds
5.19%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
23
Increased
83
Reduced
89
Closed
19
Calls
$1.15M
Puts
$9.52M
Net Calls
-$8.37M
Net Calls Change
+$6.06M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$9.43M
2
AIM
2
Artemis Investment Management
United Kingdom
$7.38M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$131M
5
Select Equity Group
5
Select Equity Group
New York
$134M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$48.5M
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$748K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$30.9M
5
Norges Bank
5
Norges Bank
Norway
$42.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$97K +$220 +6 +0.2%
IIC
177
Integrated Investment Consultants
Michigan
$90K -$74 -2 -0.1%
CAL
178
Capital Advisors Ltd
Ohio
$71K +$71K +1,936 New
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$66K +$10.2K +279 +18%
TRCT
180
Tower Research Capital (TRC)
New York
$64K +$46K +1,259 +256%
AIM
181
Acrospire Investment Management
Illinois
$63K +$7.27K +199 +13%
IA
182
IFP Advisors
Florida
$62K +$5.44K +149 +10%
OTC
183
Opera Trading Capital
France
$57K +$57K +1,545 New
FHA
184
First Horizon Advisors
Tennessee
$56K -$8.62K -210 -13%
IDBONY
185
Israel Discount Bank of New York
New York
$53K -$2.38K -65 -4%
ClearBridge Investments
186
ClearBridge Investments
New York
$47K +$5K +135 +12%
ASN
187
Advisory Services Network
Georgia
$45K +$45K +1,211 New
AssetMark Inc
188
AssetMark Inc
California
$44K -$111 -3 -0.3%
AIG
189
American International Group
New York
$43K +$3K +81 +8%
TF
190
Tompkins Financial
New York
$38K -$37 -1 -0.1%
SEI Investments
191
SEI Investments
Pennsylvania
$27K +$9.18K +249 +52%
PCP
192
Proficio Capital Partners
Massachusetts
$21K -$5.25K -123 -20%
WA
193
WealthTrust-Arizona
Arizona
$20K -$151 -4 -0.7%
VCM
194
Versant Capital Management
Arizona
$15K -$366 -10 -2%
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$14K -$37 -1 -0.3%
CFA
196
Carroll Financial Associates
North Carolina
$12K -$1.07K -30 -8%
PMFA
197
Plante Moran Financial Advisors
Michigan
$12K +$2.87K +79 +31%
EWM
198
Evercore Wealth Management
New York
$12K +$12K +320 New
QCG
199
Quadrant Capital Group
Ohio
$10K – – –
NFG
200
Next Financial Group
Texas
$9K -$2.25K -61 -20%
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