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HEICO Class A
HEI.A

Overview Fund Activity

393 hedge funds and large institutions have $9.43B invested in HEICO Class A in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+29
Holders Change %
+7.97%
% of All Funds
6.34%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
62
Increased
145
Reduced
125
Closed
27
Calls
$534K
Puts
$517K
Net Calls
+$17K
Net Calls Change
-$25K

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.41B
2
JFG
2
Jefferies Financial Group
New York
$70.7M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$89.8M
4
Bank of America
4
Bank of America
North Carolina
$121M
5
WCM Investment Management
5
WCM Investment Management
California
$308M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$168M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$645M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$152K
4
Deutsche Bank
4
Deutsche Bank
Germany
$13.7M
5
GC
5
Gobi Capital
California
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
251
LBP AM
France
$464K +$464K +3,868 New
AG
252
Ascent Group
Virginia
$460K +$83.3K +695 +22%
TIM
253
Tortoise Investment Management
New York
$442K – – –
BBHC
254
Brown Brothers Harriman & Co
New York
$438K – – –
VAS
255
Vestmark Advisory Solutions
Massachusetts
$420K +$31.5K +263 +8%
ICM
256
Irenic Capital Management
New York
$416K +$416K +3,471 New
MGWM
257
Marks Group Wealth Management
Minnesota
$414K +$21.2K +177 +5%
IIC
258
Ironwood Investment Counsel
Arizona
$414K – – –
PWS
259
Precision Wealth Strategies
Missouri
$391K -$2.88K -24 -0.7%
AAP
260
Arax Advisory Partners
Colorado
$379K +$6.23K +52 +2%
CAN
261
Cetera Advisor Networks
California
$375K +$375K +3,130 New
MOACM
262
Mutual of America Capital Management
New York
$375K +$64.1K +535 +21%
SI
263
Stephens Inc
Arkansas
$370K – – –
KAS
264
Kestra Advisory Services
Texas
$365K +$365K +3,046 New
DT
265
Diversified Trust
Tennessee
$364K +$364K +3,038 New
MFS
266
Mirabella Financial Services
United Kingdom
$360K +$360K +3,006 New
GI
267
GAMCO Investors
Connecticut
$360K – – –
BFA
268
BMS Financial Advisors
South Dakota
$353K -$4.43K -37 -1%
OTL
269
Oak Thistle LLC
New York
$348K +$348K +2,905 New
SWS
270
SYSTM Wealth Solutions
Illinois
$347K +$347K +2,892 New
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
$346K +$6.09K +51 +2%
MLIM
272
Mountain Lake Investment Management
Florida
$336K +$336K +2,800 New
AWAU
273
Alliance Wealth Advisors (Utah)
Utah
$326K +$326K +2,718 New
BAMF
274
BI Asset Management Fondsmaeglerselskab
Denmark
$316K -$114K -947 -26%
Assenagon Asset Management
275
Assenagon Asset Management
Luxembourg
$310K -$9.35K -78 -3%
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11
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