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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 %
BNP Paribas Financial Markets
201
BNP Paribas Financial Markets
France
$396K +$47K +507 +13%
VAM
202
Verity Asset Management
North Carolina
$394K -$55K -593 -12%
Prudential Financial
203
Prudential Financial
New Jersey
$387K +$109K +1,177 +39%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$377K -$135K -1,469 -26%
YMRC
205
Yorktown Management & Research Company
Virginia
$370K +$370K +4,000 New
BAS
206
Brown Advisory Securities
Maryland
$364K – – –
MS
207
Maven Securities
Jersey
$349K +$349K +3,750 New
DAM
208
Diamant Asset Management
Connecticut
$341K – – –
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$339K +$339K +3,657 New
MWP
210
MYCIO Wealth Partners
Pennsylvania
$332K – – –
IIC
211
Ironwood Investment Counsel
Arizona
$323K – – –
Comerica Bank
212
Comerica Bank
Texas
$322K -$7.65K -92 -2%
MF
213
Magnetar Financial
Illinois
$321K +$321K +3,468 New
AIM
214
Anchor Investment Management
South Carolina
$317K -$2.87K -31 -0.9%
AWM
215
AE Wealth Management
Kansas
$314K -$12K -130 -4%
CB
216
Commerce Bank
Missouri
$314K -$4.72K -51 -1%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$309K +$309K +3,332 New
PCM
218
Penserra Capital Management
California
$307K +$307K +3,324 New
IA
219
IFP Advisors
Florida
$302K +$19.7K +212 +7%
FAAS
220
First Allied Advisory Services
California
$300K +$647 +7 +0.2%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$300K +$3.7K +40 +1%
State of Wisconsin Investment Board
222
State of Wisconsin Investment Board
Wisconsin
$295K -$6.48K -70 -2%
DADC
223
D.A. Davidson & Co
Montana
$290K -$31.5K -341 -10%
CAN
224
Claraphi Advisory Network
United States
$287K +$287K +3,098 New
Zurich Cantonal Bank
225
Zurich Cantonal Bank
Switzerland
$283K +$19.4K +209 +7%
7 8
9
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