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HEICO Class A
HEI.A

Overview Fund Activity

324 hedge funds and large institutions have $7.89B invested in HEICO Class A in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-15
Holders Change %
-4.42%
% of All Funds
5.69%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
20
Increased
129
Reduced
107
Closed
32
Calls
$1.8M
Puts
$14K
Net Calls
+$1.79M
Net Calls Change
+$16K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$151M
2
Morgan Stanley
2
Morgan Stanley
New York
$631M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$885M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$44.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$458M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$531M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$4.29M
4
Goldman Sachs
4
Goldman Sachs
New York
$29M
5
UBS AM
5
UBS AM
Illinois
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
251
HBK Sorce Advisory
Pennsylvania
$233K -$32.1K -271 -12%
Creative Planning
252
Creative Planning
Kansas
$230K +$474 +4 +0.2%
HIMCH
253
Hartford Investment Management Co (HIMCO)
Connecticut
$219K – – –
CS
254
Comerica Securities
Michigan
$212K -$3.2K -27 -1%
MAP
255
Moody Aldrich Partners
Massachusetts
$212K -$236 -2 -0.1%
RWM
256
RKL Wealth Management
Pennsylvania
$210K – – –
Chevy Chase Trust
257
Chevy Chase Trust
Maryland
$210K +$210K +1,775 New
Thrivent Financial for Lutherans
258
Thrivent Financial for Lutherans
Minnesota
$207K -$204K – –
BCV
259
Banque Cantonale Vaudoise
Switzerland
$202K – – –
LAS
260
Lloyd Advisory Services
Georgia
$161K +$72.3K +611 +81%
HIA
261
Harbor Investment Advisory
Maryland
$148K +$148K +1,248 New
AIG
262
American International Group
New York
$129K -$13K -110 -9%
VI
263
Vestcor Inc
New Brunswick, Canada
$128K -$17.2K -145 -12%
Vontobel Holding
264
Vontobel Holding
Switzerland
$123K – – –
FHA
265
First Horizon Advisors
Tennessee
$118K +$17.1K +146 +17%
SO
266
STRS Ohio
Ohio
$96K -$1.29M -10,900 -93%
SOW
267
State of Wyoming
Wyoming
$81K -$19.2K -161 -19%
TIM
268
Tortoise Investment Management
New York
$71K – – –
First Manhattan
269
First Manhattan
New York
$71K – – –
SWM
270
Spire Wealth Management
Virginia
$64K – – –
MAM
271
Meeder Asset Management
Ohio
$63K – – –
TPCW
272
TD Private Client Wealth
New York
$62.6K -$6.99K -59 -10%
Federated Hermes
273
Federated Hermes
Pennsylvania
$59K +$59K +498 New
Skandinaviska Enskilda Banken (SEB)
274
Skandinaviska Enskilda Banken (SEB)
Sweden
$58K – – –
PMFA
275
Plante Moran Financial Advisors
Michigan
$57K +$715 +6 +1%
9 10
11
12 13