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HEICO
HEI

Overview Fund Activity

330 hedge funds and large institutions have $3.27B invested in HEICO in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 99 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+41
Holders Change %
+14.19%
% of All Funds
7.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
67
Increased
99
Reduced
119
Closed
24
Calls
$3.05M
Puts
$5.45M
Net Calls
-$2.4M
Net Calls Change
-$4.15M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$54.3M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$73.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$346M
4
MWA
4
Marshall Wace Asia
Hong Kong
$13M
5
O
5
OppenheimerFunds
New York
$74.5M

Top Sellers

1
CCM
1
Copeland Capital Management
Pennsylvania
$19.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.24M
3
RP
3
Riverbridge Partners
Minnesota
$162M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$32.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
176
Principal Financial Group
Iowa
$614K -$19.5K -211 -3%
EMG
177
ETF Managers Group
New Jersey
$590K -$93 -1 -0%
ACM
178
AlphaStar Capital Management
North Carolina
$574K +$26.4K +285 +5%
VFA
179
Voya Financial Advisors
Connecticut
$551K +$121K +1,323 +28%
ECM
180
ETrade Capital Management
Virginia
$550K -$74.5K -804 -12%
OAM
181
Origin Asset Management
United Kingdom
$514K – – –
SO
182
STRS Ohio
Ohio
$498K -$11.5K -124 -2%
AB
183
Amalgamated Bank
New York
$491K -$341K -3,684 -41%
HighTower Advisors
184
HighTower Advisors
Illinois
$474K +$216K +2,333 +83%
BRWA
185
B. Riley Wealth Advisors
Florida
$466K -$46.6K -503 -9%
WCM
186
Washington Capital Management
Washington
$463K -$260K -2,813 -36%
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$461K -$332K -3,587 -42%
FL
188
Fort LP
Maryland
$458K +$338K +3,649 +282%
ET
189
Equitable Trust
Tennessee
$452K +$452K +4,880 New
MSFP
190
Mark Sheptoff Financial Planning
Connecticut
$448K – – –
SOADOR
191
State of Alaska Department of Revenue
Alaska
$440K +$9.15K +99 +2%
Canada Life
192
Canada Life
Manitoba, Canada
$437K – – –
MML Investors Services
193
MML Investors Services
Massachusetts
$429K +$429K +4,637 New
M&T Bank
194
M&T Bank
New York
$428K -$50.7K -548 -11%
JG
195
Jefferies Group
New York
$424K -$311K -3,355 -42%
BTS
196
BB&T Securities
Virginia
$423K +$92K +994 +28%
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$421K +$25.8K +278 +7%
SI
198
Stephens Inc
Arkansas
$413K -$71.8K -774 -15%
CCIA
199
Campbell & Co Investment Adviser
Maryland
$403K +$403K +4,354 New
QC
200
Quadrature Capital
United Kingdom
$402K +$402K +4,343 New
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8
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