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HEICO
HEI

Overview Fund Activity

390 hedge funds and large institutions have $3.67B invested in HEICO in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
8.02%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
52
Increased
124
Reduced
149
Closed
52
Calls
$18.5M
Puts
$108M
Net Calls
-$89.2M
Net Calls Change
-$81.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$136M
2
ACM
2
Atlanta Capital Management
Georgia
$154M
3
BlackRock
3
BlackRock
New York
$533M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$67.8M
5
CS
5
Credit Suisse
Switzerland
$60.8M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$469K
2
MWNA
2
Marshall Wace North America
New York
$3.65M
3
American Century Companies
3
American Century Companies
Missouri
$143M
4
Select Equity Group
4
Select Equity Group
New York
$71.3M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
201
Cadence Capital Management
Massachusetts
$726K -$3.59K -36 -0.5%
S
202
Seeyond
France
$712K -$18.9K -190 -3%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$697K +$276K +2,902 +65%
BCIM
204
British Columbia Investment Management
British Columbia, Canada
$692K +$222K +2,229 +47%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$676K -$148K -1,469 -18%
Susquehanna International Group
206
Susquehanna International Group
Pennsylvania
$673K -$10.9M -109,007 -94%
Nomura Asset Management
207
Nomura Asset Management
Japan
$662K – – –
Toronto Dominion Bank
208
Toronto Dominion Bank
Ontario, Canada
$657K +$71.6K +719 +12%
SAA
209
Southeast Asset Advisors
Georgia
$648K -$14.3K -143 -2%
TAM
210
Tocqueville Asset Management
New York
$632K – – –
ARMT
211
Amica Retiree Medical Trust
Rhode Island
$623K – – –
TRCT
212
Tower Research Capital (TRC)
New York
$617K +$617K +6,196 New
VHMC
213
Value Holdings Management Company
New York
$598K +$598K +6,000 New
OAM
214
Optimal Asset Management
California
$590K -$328K -3,294 -36%
BF
215
BOK Financial
Oklahoma
$579K – – –
AWM
216
AE Wealth Management
Kansas
$577K +$9.27K +93 +2%
Aberdeen Group
217
Aberdeen Group
United Kingdom
$571K +$32.2K +324 +6%
FIM
218
Freedom Investment Management
Connecticut
$564K -$2.49K -25 -0.4%
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
$561K +$365K +3,666 +186%
GWMIA
220
Global Wealth Management Investment Advisory
Florida
$560K – – –
RJFSA
221
Raymond James Financial Services Advisors
Florida
$556K -$3.05M -30,591 -85%
VAS
222
Vestmark Advisory Solutions
Massachusetts
$553K +$52.2K +524 +10%
Marshall Wace
223
Marshall Wace
United Kingdom
$540K -$6.63M -66,597 -92%
OPERF
224
Oregon Public Employees Retirement Fund
Oregon
$518K -$189K -1,900 -27%
FL
225
Fort LP
Maryland
$517K -$1.1M -11,013 -68%
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