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HEICO Class A
HEI.A

Overview Fund Activity

394 hedge funds and large institutions have $9.95B invested in HEICO Class A in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 117 increasing their positions, 163 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.31%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
38
Increased
117
Reduced
163
Closed
31
Calls
$610K
Puts
$228K
Net Calls
+$382K
Net Calls Change
+$365K

Top Buyers

1
Barclays
Barclays
United Kingdom
$97.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$180M
3
GC
Gobi Capital
California
$71.3M
4
AC
Aristeia Capital
Connecticut
$31M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$26.7M

Top Sellers

1
Invesco
Invesco
Georgia
$815M
2
JFG
Jefferies Financial Group
New York
$23M
3
DDC
DF Dent & Co
Maryland
$186M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
226
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$625K +$625K +4,600 New
CFGS
227
Concourse Financial Group Securities
Alabama
$625K -$7.47K -55 -1%
MIM
228
MetLife Investment Management
New Jersey
$623K +$1.5K +11 +0.2%
HighTower Advisors
229
HighTower Advisors
Illinois
$622K -$60.7K -449 -9%
AIA
230
Alera Investment Advisors
Illinois
$599K +$7.47K +55 +1%
American Century Companies
231
American Century Companies
Missouri
$582K +$28K +207 +5%
FIA
232
FNY Investment Advisers
New York
$578K -$494K -3,638 -46%
Los Angeles Capital Management
233
Los Angeles Capital Management
California
$571K -$84.3K -620 -13%
MP
234
Makaira Partners
California
$570K -$6.69M -49,240 -92%
Allianz Asset Management
235
Allianz Asset Management
Germany
$570K -$1.82M -13,392 -76%
SAS
236
Stelac Advisory Services
New York
$561K – – –
APG Asset Management
237
APG Asset Management
Netherlands
$552K -$535K -4,278 -49%
Verition Fund Management
238
Verition Fund Management
Connecticut
$549K -$315K -2,315 -36%
OTL
239
Oak Thistle LLC
New York
$542K +$148K +1,086 +37%
Baird Financial Group
240
Baird Financial Group
Wisconsin
$537K -$49.1K -361 -8%
RJT
241
Raymond James Trust
Florida
$527K -$815 -6 -0.2%
MC
242
Meteora Capital
Florida
$511K +$511K +3,760 New
TIM
243
Tortoise Investment Management
New York
$501K +$408 +3 +0.1%
MGWM
244
Marks Group Wealth Management
Minnesota
$494K +$24.3K +179 +5%
KIA
245
KLR Investment Advisors
Rhode Island
$484K -$55.4K -408 -10%
Nisa Investment Advisors
246
Nisa Investment Advisors
Missouri
$483K -$4.63M -34,050 -91%
VAS
247
Vestmark Advisory Solutions
Massachusetts
$480K +$3.94K +29 +0.8%
IIC
248
Ironwood Investment Counsel
Arizona
$469K – – –
CSS
249
Cubist Systematic Strategies
Connecticut
$459K -$2.9M -21,308 -86%
LA
250
LBP AM
France
$457K -$68.9K -507 -13%
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