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HEICO
HEI

Overview Fund Activity

418 hedge funds and large institutions have $4.61B invested in HEICO in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 127 increasing their positions, 141 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+25
Holders Change %
+6.36%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
127
Reduced
141
Closed
36
Calls
$17M
Puts
$16.3M
Net Calls
+$630K
Net Calls Change
-$5.05M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$130M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$55.3M
3
Millennium Management
Millennium Management
New York
+$32.4M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$21.5M
5
FAM
Fred Alger Management
New York
+$19.5M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
-$163M
2
Select Equity Group
Select Equity Group
New York
-$73.9M
3
Holocene Advisors
Holocene Advisors
New York
-$48.5M
4
BlackRock
BlackRock
New York
-$43.7M
5
HAM
HHR Asset Management
New Jersey
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
201
Guggenheim Capital
Illinois
$1.07M -$186K -1,404 -15%
DWM
202
Doyle Wealth Management
Florida
$1.07M – – –
DILIC
203
Dai-ichi Life Insurance Company
Japan
$1.06M – – –
RJFSA
204
Raymond James Financial Services Advisors
Florida
$996K +$56.7K +428 +6%
BCIM
205
British Columbia Investment Management
British Columbia, Canada
$986K -$9.13K -69 -0.9%
IWP
206
Icon Wealth Partners
Texas
$978K +$205K +1,551 +27%
Creative Planning
207
Creative Planning
Kansas
$966K – – –
DCM
208
Davidson Capital Management
Texas
$962K +$25.8K +195 +3%
MA
209
Mezzasalma Advisors
New Jersey
$917K +$917K +6,925 New
Nomura Asset Management
210
Nomura Asset Management
Japan
$910K +$30.5K +230 +3%
QSS
211
Quantitative Systematic Strategies
Florida
$873K +$873K +6,594 New
SRAM
212
Spouting Rock Asset Management
Pennsylvania
$859K +$859K +6,488 New
AWM
213
AE Wealth Management
Kansas
$847K +$19.3K +146 +2%
OAM
214
Optimal Asset Management
California
$842K -$1.19K -9 -0.1%
BFS
215
Bradley Foster & Sargent
Connecticut
$834K +$834K +6,300 New
VAS
216
Vestmark Advisory Solutions
Massachusetts
$833K -$5.16K -39 -0.6%
ARMT
217
Amica Retiree Medical Trust
Rhode Island
$827K – – –
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$826K -$124K -940 -13%
MW
219
Marcum Wealth
Ohio
$820K +$820K +6,195 New
SG Americas Securities
220
SG Americas Securities
New York
$800K +$800K +6,044 New
PAS
221
Park Avenue Securities
New York
$799K +$306K +2,313 +62%
PHK
222
Point72 Hong Kong
Hong Kong
$780K +$350K +2,646 +82%
AQR Capital Management
223
AQR Capital Management
Connecticut
$757K +$303K +2,306 +67%
QIM
224
Quantitative Investment Management
Virginia
$748K +$748K +5,653 New
Calamos Advisors
225
Calamos Advisors
Illinois
$741K +$741K +5,594 New
7 8
9
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