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HEICO Class A
HEI.A

Overview Fund Activity

429 hedge funds and large institutions have $11.6B invested in HEICO Class A in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 168 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
41
Increased
168
Reduced
138
Closed
37
Calls
$4.33M
Puts
$2.11M
Net Calls
+$2.22M
Net Calls Change
-$43K

Top Buyers

1
Invesco
Invesco
Georgia
+$465M
2
Principal Financial Group
Principal Financial Group
Iowa
+$101M
3
Capital International Investors
Capital International Investors
California
+$69.5M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$52.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.2M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$207M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$57.7M
3
Morgan Stanley
Morgan Stanley
New York
-$52.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$30.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
226
Ostrum Asset Management
France
$938K – – –
MYIA
227
Mount Yale Investment Advisors
Colorado
$839K +$228K +1,483 +37%
AB
228
Amalgamated Bank
New York
$814K -$505K -3,280 -38%
Prudential Financial
229
Prudential Financial
New Jersey
$793K -$772K -5,018 -49%
PAS
230
Park Avenue Securities
New York
$787K -$531K -3,452 -40%
SC
231
Savant Capital
Illinois
$786K -$11.5K -75 -1%
PGIM
232
Pacific Global Investment Management
California
$776K +$25.2K +164 +3%
VCA
233
Verdence Capital Advisors
Maryland
$771K +$105K +681 +16%
CAL
234
Capital Analysts LLC
Pennsylvania
$770K – – –
RJT
235
Raymond James Trust
Florida
$769K +$80.5K +523 +12%
Daiwa Securities Group
236
Daiwa Securities Group
Japan
$765K – – –
PD
237
Point72 (DIFC)
United Arab Emirates
$764K +$764K +4,965 New
AWM
238
AE Wealth Management
Kansas
$742K -$6.3M -40,909 -89%
American Century Companies
239
American Century Companies
Missouri
$723K – – –
MP
240
Makaira Partners
California
$720K +$65.7K +427 +10%
AIMCA
241
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$708K – – –
MIM
242
MetLife Investment Management
New Jersey
$708K +$2.16K +14 +0.3%
Connor, Clark & Lunn Investment Management (CC&L)
243
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$702K +$633K +4,114 +922%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$680K +$680K +4,419 New
FPAS
245
Focus Partners Advisor Solutions
Missouri
$664K +$2.77K +18 +0.4%
MGWM
246
Marks Group Wealth Management
Minnesota
$661K +$17.5K +114 +3%
Charles Schwab
247
Charles Schwab
California
$648K +$190K +1,232 +41%
CS
248
Candriam SCA
Luxembourg
$643K +$55.7K +362 +9%
MC
249
Machina Capital
France
$643K +$43.7K +284 +7%
BTWM
250
Baker Tilly Wealth Management
Wisconsin
$628K +$59K +383 +10%
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