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HEICO
HEI

Overview Fund Activity

393 hedge funds and large institutions have $3.74B invested in HEICO in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 148 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
7.95%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
44
Increased
124
Reduced
148
Closed
41
Calls
$17.7M
Puts
$12.1M
Net Calls
+$5.68M
Net Calls Change
+$94.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$195M
2
HAM
HHR Asset Management
New Jersey
$45.8M
3
Goldman Sachs
Goldman Sachs
New York
$52.5M
4
EVM
Eaton Vance Management
Massachusetts
$16.3M
5
Select Equity Group
Select Equity Group
New York
$88.1M

Top Sellers

1
N
Natixis
France
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$346M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$14.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$44.3M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
201
Raymond James Financial Services Advisors
Florida
$742K +$158K +1,513 +27%
DCM
202
Davidson Capital Management
Texas
$740K -$541K -5,175 -42%
FA
203
FDx Advisors
Illinois
$723K +$723K +6,907 New
Nomura Asset Management
204
Nomura Asset Management
Japan
$695K – – –
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$694K -$84.5K -797 -11%
CFGS
206
Concourse Financial Group Securities
Alabama
$687K +$174K +1,663 +34%
SAA
207
Southeast Asset Advisors
Georgia
$680K – – –
OAM
208
Optimal Asset Management
California
$667K +$47.6K +455 +8%
VAS
209
Vestmark Advisory Solutions
Massachusetts
$663K +$82.2K +785 +14%
ARMT
210
Amica Retiree Medical Trust
Rhode Island
$654K – – –
AWM
211
AE Wealth Management
Kansas
$654K +$48.4K +463 +8%
PI
212
PEAK6 Investments
Illinois
$633K +$633K +6,047 New
VHMC
213
Value Holdings Management Company
New York
$628K – – –
IWP
214
Icon Wealth Partners
Texas
$611K +$611K +5,837 New
FIM
215
Freedom Investment Management
Connecticut
$590K -$2.2K -21 -0.4%
Two Sigma Investments
216
Two Sigma Investments
New York
$584K -$3.58M -34,169 -86%
BAM
217
Blueshift Asset Management
New Jersey
$573K -$208K -1,987 -27%
Squarepoint
218
Squarepoint
New York
$566K -$1.97M -18,819 -78%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$564K +$243K +2,323 +76%
E
220
Ergoteles
New York
$560K +$560K +5,348 New
OPERF
221
Oregon Public Employees Retirement Fund
Oregon
$555K +$10.5K +100 +2%
VAM
222
Verity Asset Management
North Carolina
$555K +$39.9K +381 +8%
JPMPWA
223
J.P. Morgan Private Wealth Advisors
California
$543K +$5.13K +49 +1%
Wolverine Trading
224
Wolverine Trading
Illinois
$535K +$535K +5,126 New
CAM
225
Concorde Asset Management
Michigan
$522K +$144K +1,377 +38%
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9
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