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HEICO Class A
HEI.A

Overview Fund Activity

324 hedge funds and large institutions have $7.61B invested in HEICO Class A in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 131 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-14
Holders Change %
-4.14%
% of All Funds
5.71%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
20
Increased
131
Reduced
108
Closed
32
Calls
$1.01M
Puts
$314K
Net Calls
+$692K
Net Calls Change
+$317K

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$484M
2
FAM
2
Fred Alger Management
New York
$146M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$385M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$180M
5
Capital International Investors
5
Capital International Investors
California
$104M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$2.29M
3
Morgan Stanley
3
Morgan Stanley
New York
$543M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$45M
5
Select Equity Group
5
Select Equity Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
226
GAMCO Investors
Connecticut
$341K – – –
CSS
227
Cubist Systematic Strategies
Connecticut
$338K -$21.1K -186 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
228
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$337K -$8.06K -71 -2%
Federated Hermes
229
Federated Hermes
Pennsylvania
$333K +$333K +2,934 New
RJFSA
230
Raymond James Financial Services Advisors
Florida
$331K -$16.7K -147 -5%
BF
231
BOK Financial
Oklahoma
$324K -$202K -1,775 -38%
FIM
232
Freedom Investment Management
Connecticut
$322K +$322K +2,837 New
Manulife (Manufacturers Life Insurance)
233
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$311K – – –
Verition Fund Management
234
Verition Fund Management
Connecticut
$306K -$161K -1,422 -35%
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$304K -$393K -3,455 -56%
LCWP
236
Legacy Capital Wealth Partners
Arkansas
$303K -$69.7K -613 -19%
IRF
237
IBM Retirement Fund
New York
$301K -$24.3K -214 -7%
PG
238
Pendal Group
Australia
$301K +$301K +2,653 New
GBA
239
Garrison Bradford & Associates
New York
$287K – – –
WP
240
WMS Partners
Maryland
$285K – – –
PWS
241
Precision Wealth Strategies
Missouri
$282K +$66.9K +588 +31%
SI
242
Stephens Inc
Arkansas
$270K +$10.1K +89 +4%
PWG
243
Private Wealth Group
Florida
$265K – – –
ACM
244
AlphaCrest Capital Management
New York
$263K +$56.8K +500 +28%
IIA
245
ICW Investment Advisors
Arizona
$259K +$113 +1 +0%
Thrivent Financial for Lutherans
246
Thrivent Financial for Lutherans
Minnesota
$258K -$212K – –
AC
247
Allstate Corporation
Illinois
$254K – – –
CAM
248
Cresset Asset Management
Illinois
$254K +$29.3K +257 +13%
HSA
249
HBK Sorce Advisory
Pennsylvania
$251K +$10K +88 +4%
OC
250
Oppenheimer & Co
New York
$237K – – –
8 9
10
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