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HEICO Class A
HEI.A

Overview Fund Activity

394 hedge funds and large institutions have $9.95B invested in HEICO Class A in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 117 increasing their positions, 163 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.31%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
38
Increased
117
Reduced
163
Closed
31
Calls
$610K
Puts
$228K
Net Calls
+$382K
Net Calls Change
+$365K

Top Buyers

1
Barclays
Barclays
United Kingdom
$97.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$180M
3
GC
Gobi Capital
California
$71.3M
4
AC
Aristeia Capital
Connecticut
$31M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$26.7M

Top Sellers

1
Invesco
Invesco
Georgia
$815M
2
JFG
Jefferies Financial Group
New York
$23M
3
DDC
DF Dent & Co
Maryland
$186M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
251
Financial Consulate
Maryland
$438K -$190K -1,397 -30%
MOACM
252
Mutual of America Capital Management
New York
$425K – – –
SI
253
Stephens Inc
Arkansas
$425K +$5.84K +43 +1%
Jane Street
254
Jane Street
New York
$424K -$992K -7,302 -70%
Bank of Nova Scotia
255
Bank of Nova Scotia
Ontario, Canada
$424K -$5.72M -42,098 -93%
GI
256
GAMCO Investors
Connecticut
$408K – – –
SSA
257
Schonfeld Strategic Advisors
New York
$400K -$2.91M -21,414 -88%
BFA
258
BMS Financial Advisors
South Dakota
$398K -$2.58K -19 -0.6%
MGP
259
Metis Global Partners
California
$397K +$397K +2,923 New
Manulife (Manufacturers Life Insurance)
260
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$397K -$4.87M -35,802 -92%
Bessemer Group
261
Bessemer Group
New Jersey
$394K +$71.7K +527 +22%
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$393K +$1.35K +10 +0.3%
SWS
263
SYSTM Wealth Solutions
Illinois
$389K -$3.67K -27 -0.9%
CAN
264
Cetera Advisor Networks
California
$384K -$41.6K -306 -10%
AWAU
265
Alliance Wealth Advisors (Utah)
Utah
$383K +$13.9K +102 +4%
First Trust Advisors
266
First Trust Advisors
Illinois
$381K +$96.4K +709 +34%
IIA
267
ICW Investment Advisors
Arizona
$373K +$26.9K +198 +8%
RJFSA
268
Raymond James Financial Services Advisors
Florida
$371K +$20K +147 +6%
LCWP
269
Legacy Capital Wealth Partners
Arkansas
$364K +$364K +2,678 New
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$345K +$333K +2,448 +2,782%
GBA
271
Garrison Bradford & Associates
New York
$343K – – –
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$340K -$680 -5 -0.2%
Schroder Investment Management Group
273
Schroder Investment Management Group
United Kingdom
$336K – – –
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$322K +$3.67K +27 +1%
Assenagon Asset Management
275
Assenagon Asset Management
Luxembourg
$322K -$29.8K -219 -8%
9 10
11
12 13