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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$346M 3,731,671 +146,499 +4%
BlackRock
2
BlackRock
New York
$250M 2,698,032 +4,326 +0.2%
Select Equity Group
3
Select Equity Group
New York
$163M 1,758,905 -160,784 -8%
RP
4
Riverbridge Partners
Minnesota
$162M 1,746,065 -254,128 -13%
Fisher Asset Management
5
Fisher Asset Management
Washington
$147M 1,589,879 -76,656 -5%
MWNA
6
Marshall Wace North America
New York
$114M 1,233,141 -2,734 -0.2%
State Street
7
State Street
Massachusetts
$109M 1,181,148 +43,398 +4%
Invesco
8
Invesco
Georgia
$95.7M 1,032,939 -24,473 -2%
Goldman Sachs
9
Goldman Sachs
New York
$90.8M 980,134 -16,504 -2%
FAM
10
Fred Alger Management
New York
$86.5M 934,113 +20,094 +2%
Brown Advisory
11
Brown Advisory
Maryland
$83.6M 902,320 -35,470 -4%
O
12
OppenheimerFunds
New York
$74.5M 804,963 +121,559 +18%
Federated Hermes
13
Federated Hermes
Pennsylvania
$73.3M 791,827 +215,072 +37%
RA
14
Royce & Associates
New York
$69.3M 748,409 -101,140 -12%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$67M 723,815 -142,432 -16%
Franklin Resources
16
Franklin Resources
California
$61.7M 666,570 -25,818 -4%
CIC
17
Chilton Investment Company
Connecticut
$55.7M 601,743 -1,365 -0.2%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$54.3M 586,411 +586,411 New
Artisan Partners
19
Artisan Partners
Wisconsin
$49.6M 535,284 +43,865 +9%
Wells Fargo
20
Wells Fargo
California
$44.1M 475,731 +1,170 +0.2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$43.9M 473,846 -205,907 -30%
Bank of America
22
Bank of America
North Carolina
$39.9M 430,545 +24,898 +6%
EAM
23
EULAV Asset Management
Florida
$37.2M 401,550 -22,402 -5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$35.6M 383,911 +5,271 +1%
Norges Bank
25
Norges Bank
Norway
$34.8M 376,060 -144,854 -28%
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