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HEICO
HEI

Overview Fund Activity

420 hedge funds and large institutions have $4.82B invested in HEICO in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 125 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
7.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
46
Increased
155
Reduced
125
Closed
45
Calls
$18.6M
Puts
$28.2M
Net Calls
-$9.63M
Net Calls Change
-$10.1M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$264M
2
Jennison Associates
Jennison Associates
New York
$35.3M
3
Wells Fargo
Wells Fargo
California
$36.3M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$70.4M
5
Bank of America
Bank of America
North Carolina
$67.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
2
BlackRock
BlackRock
New York
$698M
3
Millennium Management
Millennium Management
New York
$19.1M
4
EAM
EULAV Asset Management
Florida
$37M
5
Goldman Sachs
Goldman Sachs
New York
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
176
Bell Bank
North Dakota
$1.56M +$16.6K +119 +1%
PAS
177
Park Avenue Securities
New York
$1.55M +$284K +2,034 +22%
IWP
178
Icon Wealth Partners
Texas
$1.49M +$184K +1,322 +14%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$1.48M +$171K +1,225 +13%
DCM
180
Dupont Capital Management
Delaware
$1.39M -$425K -3,047 -23%
JPMPWA
181
J.P. Morgan Private Wealth Advisors
California
$1.35M +$770K +5,525 +134%
MC
182
Moors & Cabot
Massachusetts
$1.34M -$42.5K -305 -3%
VFA
183
Voya Financial Advisors
Connecticut
$1.32M -$3.48M -24,984 -72%
GIBU
184
Gulf International Bank (UK)
United Kingdom
$1.3M – – –
ET
185
Equitable Trust
Tennessee
$1.3M – – –
HSBC Holdings
186
HSBC Holdings
United Kingdom
$1.29M -$460K -3,297 -26%
DCM
187
Davidson Capital Management
Texas
$1.28M +$84.1K +603 +7%
CG
188
Colony Group
Massachusetts
$1.25M -$36.4K -261 -3%
ACM
189
AlphaCrest Capital Management
New York
$1.23M +$243K +1,746 +25%
URS
190
Utah Retirement Systems
Utah
$1.2M – – –
Nomura Asset Management
191
Nomura Asset Management
Japan
$1.18M +$223K +1,600 +23%
DAC
192
Dividend Assets Capital
South Carolina
$1.18M -$16.2K -116 -1%
MW
193
Marcum Wealth
Ohio
$1.18M – – –
SO
194
STRS Ohio
Ohio
$1.18M -$11.6K -83 -1%
Fiera Capital (Canada)
195
Fiera Capital (Canada)
Quebec, Canada
$1.15M +$282K +2,024 +33%
SRAM
196
Spouting Rock Asset Management
Pennsylvania
$1.15M -$139K -994 -11%
BNP Paribas Asset Management
197
BNP Paribas Asset Management
France
$1.13M +$1.13M +8,109 New
DWM
198
Doyle Wealth Management
Florida
$1.12M – – –
BCIM
199
British Columbia Investment Management
British Columbia, Canada
$1.12M +$128K +918 +13%
DILIC
200
Dai-ichi Life Insurance Company
Japan
$1.12M – – –
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