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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 %
SCM
176
Segantii Capital Management
Hong Kong
$1.33M +$1.33M +10,543 New
HighTower Advisors
177
HighTower Advisors
Illinois
$1.32M -$74.9K -595 -5%
CFGS
178
Concourse Financial Group Securities
Alabama
$1.29M +$240K +1,908 +23%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$1.26M -$3.48M -27,660 -73%
Canada Pension Plan Investment Board
180
Canada Pension Plan Investment Board
Ontario, Canada
$1.26M -$120K -954 -9%
MC
181
Moors & Cabot
Massachusetts
$1.24M -$131K -1,042 -10%
FA
182
FDx Advisors
Illinois
$1.23M +$184K +1,462 +18%
MWNA
183
Marshall Wace North America
New York
$1.2M -$16.2M -129,083 -93%
MS
184
Maven Securities
Jersey
$1.19M +$1.19M +9,615 New
IWP
185
Icon Wealth Partners
Texas
$1.18M +$252K +2,006 +27%
RJFSA
186
Raymond James Financial Services Advisors
Florida
$1.18M +$234K +1,862 +25%
GIBU
187
Gulf International Bank (UK)
United Kingdom
$1.17M -$214K -1,700 -15%
ET
188
Equitable Trust
Tennessee
$1.17M – – –
CG
189
Colony Group
Massachusetts
$1.16M -$9.44K -75 -0.8%
SRAM
190
Spouting Rock Asset Management
Pennsylvania
$1.16M +$345K +2,742 +42%
PAS
191
Park Avenue Securities
New York
$1.15M +$386K +3,064 +51%
DCM
192
Davidson Capital Management
Texas
$1.08M +$168K +1,333 +18%
URS
193
Utah Retirement Systems
Utah
$1.08M -$50.3K -400 -4%
DAC
194
Dividend Assets Capital
South Carolina
$1.08M +$28.9K +230 +3%
SO
195
STRS Ohio
Ohio
$1.07M +$1.01M +8,025 +1,651%
MW
196
Marcum Wealth
Ohio
$1.06M +$284K +2,257 +36%
Franklin Resources
197
Franklin Resources
California
$1.02M -$319K -2,540 -24%
CIS
198
Capital International Sarl
California
$1.02M +$3.77K +30 +0.4%
DWM
199
Doyle Wealth Management
Florida
$1.01M – – –
DILIC
200
Dai-ichi Life Insurance Company
Japan
$1.01M – – –
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