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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 %
IRF
251
IBM Retirement Fund
New York
$275K -$54.6K -439 -17%
RIA
252
Regal Investment Advisors
Michigan
$265K +$265K +2,130 New
OC
253
Oppenheimer & Co
New York
$259K – – –
CAM
254
Cresset Asset Management
Illinois
$254K -$22.6K -182 -8%
QIM
255
Quantitative Investment Management
Virginia
$250K +$250K +2,019 New
SC
256
Savant Capital
Illinois
$248K – – –
FA
257
FDx Advisors
Illinois
$246K -$1.49K -12 -0.6%
UIM
258
USS Investment Management
United Kingdom
$244K – – –
JF
259
Jump Financial
Illinois
$243K +$243K +1,956 New
GC
260
Gilbert & Cook
Iowa
$241K +$241K +1,941 New
Creative Planning
261
Creative Planning
Kansas
$240K -$2.11K -17 -0.9%
Lazard Asset Management
262
Lazard Asset Management
New York
$236K – – –
ACM
263
AlphaCrest Capital Management
New York
$233K -$54.2K -437 -19%
HIMCH
264
Hartford Investment Management Co (HIMCO)
Connecticut
$230K +$230K +1,852 New
CS
265
Comerica Securities
Michigan
$226K +$226K +1,817 New
MAP
266
Moody Aldrich Partners
Massachusetts
$223K -$3.23K -26 -1%
RWM
267
RKL Wealth Management
Pennsylvania
$221K – – –
BCV
268
Banque Cantonale Vaudoise
Switzerland
$211K – – –
LNWWM
269
Laird Norton Wetherby Wealth Management
California
$204K -$46.5K -373 -19%
Thrivent Financial for Lutherans
270
Thrivent Financial for Lutherans
Minnesota
$204K -$258K – –
MGWM
271
Marks Group Wealth Management
Minnesota
$201K +$201K +1,622 New
RBC
272
Roble Belko & Company
Pennsylvania
$194K – – –
Bessemer Group
273
Bessemer Group
New Jersey
$187K +$18.2K +147 +11%
Macquarie Group
274
Macquarie Group
Australia
$176K -$374K -3,000 -68%
VI
275
Vestcor Inc
New Brunswick, Canada
$152K +$152K +1,224 New
9 10
11
12 13