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HEICO Class A
HEI.A

Overview Fund Activity

397 hedge funds and large institutions have $9.31B invested in HEICO Class A in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 132 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.33%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
35
Increased
144
Reduced
132
Closed
26
Calls
$2.49M
Puts
$1.82M
Net Calls
+$670K
Net Calls Change
-$2.96M

Top Buyers

1
A
AustralianSuper
Australia
$110M
2
Principal Financial Group
Principal Financial Group
Iowa
$1.22B
3
Citadel Advisors
Citadel Advisors
Florida
$51.3M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$33.1M
5
Capital International Investors
Capital International Investors
California
$77.6M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$296K
2
JFG
Jefferies Financial Group
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$645M
4
Invesco
Invesco
Georgia
$444M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBT
226
Hills Bank & Trust
Iowa
$692K – – –
DekaBank Deutsche Girozentrale
227
DekaBank Deutsche Girozentrale
Germany
$685K +$17.4K +135 +3%
CAL
228
Capital Analysts LLC
Pennsylvania
$662K – – –
American Century Companies
229
American Century Companies
Missouri
$642K +$88K +681 +16%
TD Asset Management
230
TD Asset Management
Ontario, Canada
$641K -$10.3K -80 -2%
VPIM
231
Vanguard Personalized Indexing Management
California
$633K +$14.6K +113 +2%
PGIM
232
Pacific Global Investment Management
California
$631K +$2.84K +22 +0.5%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$618K +$215K +1,666 +53%
SMDAM
234
Sumitomo Mitsui DS Asset Management
Japan
$618K -$2.07K -16 -0.3%
D.E. Shaw & Co
235
D.E. Shaw & Co
New York
$617K -$129K -1,000 -17%
Daiwa Securities Group
236
Daiwa Securities Group
Japan
$616K +$25.8K +200 +4%
AIMCA
237
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$594K – – –
EGM
238
Engineers Gate Manager
New York
$594K +$594K +4,600 New
MIM
239
MetLife Investment Management
New Jersey
$592K +$258 +2 +0%
AIA
240
Alera Investment Advisors
Illinois
$591K -$3.1K -24 -0.5%
BTWM
241
Baker Tilly Wealth Management
Wisconsin
$574K -$998K -7,723 -63%
CFGS
242
Concourse Financial Group Securities
Alabama
$567K -$29.3K -227 -5%
IIC
243
Ironwood Investment Counsel
Arizona
$566K – – –
APG Asset Management
244
APG Asset Management
Netherlands
$558K – – –
RJT
245
Raymond James Trust
Florida
$556K +$11.8K +91 +2%
FPAS
246
Focus Partners Advisor Solutions
Missouri
$555K +$388 +3 +0.1%
MP
247
Makaira Partners
California
$549K – – –
VCA
248
Verdence Capital Advisors
Maryland
$546K +$32.8K +254 +6%
KWA
249
Kingswood Wealth Advisors
California
$541K +$541K +4,188 New
MGWM
250
Marks Group Wealth Management
Minnesota
$523K +$21.5K +166 +4%
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