HEI.A icon

HEICO Class A
HEI.A

Overview Fund Activity

339 hedge funds and large institutions have $8.3B invested in HEICO Class A in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+15
Holders Change %
+4.63%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
36
Increased
132
Reduced
108
Closed
17
Calls
$1.78M
Puts
$13K
Net Calls
+$1.77M
Net Calls Change
+$1.08M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$683M
2
FAM
2
Fred Alger Management
New York
$193M
3
DDC
3
DF Dent & Co
Maryland
$203M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$452M
5
State Street
5
State Street
Massachusetts
$212M

Top Sellers

1
BlackRock
1
BlackRock
New York
$533M
2
American Century Companies
2
American Century Companies
Missouri
$2.24M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$291M
4
Morgan Stanley
4
Morgan Stanley
New York
$561M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
226
Stelac Advisory Services
New York
$440K +$440K +3,541 New
IIC
227
Ironwood Investment Counsel
Arizona
$428K – – –
SMDAM
228
Sumitomo Mitsui DS Asset Management
Japan
$427K -$3.97K -32 -0.9%
Commonwealth Equity Services
229
Commonwealth Equity Services
Massachusetts
$390K -$18.2K -147 -4%
GI
230
GAMCO Investors
Connecticut
$373K – – –
Verition Fund Management
231
Verition Fund Management
Connecticut
$364K +$29.4K +237 +9%
KFS
232
Kelly Financial Services
Massachusetts
$360K +$360K +44,651 +75,680%
MLICM
233
Metropolitan Life Insurance Company (MetLife)
New York
$355K -$248K -1,997 -41%
PWS
234
Precision Wealth Strategies
Missouri
$351K +$43.5K +351 +14%
SI
235
Stephens Inc
Arkansas
$347K +$51.7K +416 +18%
FQ
236
First Quadrant
California
$340K -$143K -1,155 -30%
Manulife (Manufacturers Life Insurance)
237
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$334K -$6.08K -49 -2%
VF
238
Virtu Financial
New York
$332K -$351K -2,827 -51%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$326K -$99K -796 -23%
AMC
240
Asset Management Corp
Illinois
$315K – – –
Allianz Asset Management
241
Allianz Asset Management
Germany
$315K +$315K +2,535 New
GBA
242
Garrison Bradford & Associates
New York
$314K – – –
WP
243
WMS Partners
Maryland
$312K – – –
AAP
244
Arax Advisory Partners
Colorado
$293K +$293K +2,357 New
VCA
245
Verdence Capital Advisors
Maryland
$291K +$291K +2,346 New
PWG
246
Private Wealth Group
Florida
$290K – – –
FC
247
Financial Consulate
Maryland
$285K +$37.4K +301 +15%
IIA
248
ICW Investment Advisors
Arizona
$284K – – –
AC
249
Allstate Corporation
Illinois
$278K – – –
HSA
250
HBK Sorce Advisory
Pennsylvania
$278K +$4.22K +34 +2%
8 9
10
11 12