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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 %
BRWA
251
B. Riley Wealth Advisors
Florida
$235K +$235K +2,064 New
LNWWM
252
Laird Norton Wetherby Wealth Management
California
$229K -$139K -1,223 -38%
FA
253
FDx Advisors
Illinois
$227K +$227K +1,996 New
SC
254
Savant Capital
Illinois
$227K +$227K +2,000 New
FC
255
Financial Consulate
Maryland
$226K +$226K +1,991 New
UIM
256
USS Investment Management
United Kingdom
$224K – – –
Creative Planning
257
Creative Planning
Kansas
$222K +$13.2K +116 +6%
Lazard Asset Management
258
Lazard Asset Management
New York
$215K -$1.07M -9,455 -83%
MAP
259
Moody Aldrich Partners
Massachusetts
$207K +$207K +1,822 New
RWM
260
RKL Wealth Management
Pennsylvania
$202K +$227 +2 +0.1%
BCV
261
Banque Cantonale Vaudoise
Switzerland
$193K -$68.1K -600 -26%
RBC
262
Roble Belko & Company
Pennsylvania
$177K – – –
Vontobel Holding
263
Vontobel Holding
Switzerland
$154K -$24.5K -215 -14%
Bessemer Group
264
Bessemer Group
New Jersey
$154K +$2.38K +21 +2%
SWM
265
Spire Wealth Management
Virginia
$118K +$118K +1,037 New
PAM
266
Panagora Asset Management
Massachusetts
$112K +$112K +986 New
LS
267
Livforsakringsbolaget Skandia
Sweden
$102K – – –
PP
268
Paloma Partners
Connecticut
$102K +$75.2K +662 +281%
FHA
269
First Horizon Advisors
Tennessee
$97K +$10.5K +93 +12%
EP
270
Eudaimonia Partners
Tennessee
$89K +$13.7K +120 +18%
TIM
271
Tortoise Investment Management
New York
$68K – – –
First Manhattan
272
First Manhattan
New York
$68K – – –
LAS
273
Lloyd Advisory Services
Georgia
$61K +$53.2K +468 +678%
MAM
274
Meeder Asset Management
Ohio
$61K +$60.3K +529 +8,817%
EVM
275
Eaton Vance Management
Massachusetts
$59K +$59K +517 New
9 10
11
12 13