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HEICO Class A
HEI.A

Overview Fund Activity

390 hedge funds and large institutions have $10B invested in HEICO Class A in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 152 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
6.15%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
33
Increased
115
Reduced
152
Closed
36
Calls
$4.88M
Puts
$1.24M
Net Calls
+$3.63M
Net Calls Change
+$3.25M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$145M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.8M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$27.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$25.4M
5
NC
Nekton Capital
United Kingdom
+$22.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$334M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$172M
3
Amundi
Amundi
France
-$24.6M
4
AC
Aristeia Capital
Connecticut
-$21.1M
5
VVP
Vulcan Value Partners
Alabama
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
251
Tortoise Investment Management
New York
$478K -$40.5K -288 -8%
PA
252
Procyon Advisors
Connecticut
$467K +$467K +3,324 New
MOACM
253
Mutual of America Capital Management
New York
$454K +$14.5K +103 +3%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$438K +$105K +746 +31%
SI
255
Stephens Inc
Arkansas
$436K -$4.08K -29 -0.9%
GI
256
GAMCO Investors
Connecticut
$422K – – –
First Trust Advisors
257
First Trust Advisors
Illinois
$399K +$4.22K +30 +1%
CAN
258
Cetera Advisor Networks
California
$387K -$10.5K -75 -3%
IIA
259
ICW Investment Advisors
Arizona
$385K -$1.13K -8 -0.3%
CB
260
Commerce Bank
Missouri
$372K +$372K +2,648 New
FIA
261
FNY Investment Advisers
New York
$357K -$240K -1,709 -40%
GBA
262
Garrison Bradford & Associates
New York
$355K – – –
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$352K +$281 +2 +0.1%
GKFF
264
George Kaiser Family Foundation
Oklahoma
$347K +$347K +2,467 New
LNC
265
Lincoln National Corp
Pennsylvania
$339K +$21.7K +154 +7%
RJFSA
266
Raymond James Financial Services Advisors
Florida
$337K -$47.4K -337 -12%
Thrivent Financial for Lutherans
267
Thrivent Financial for Lutherans
Minnesota
$335K -$71.3K -510 -18%
O
268
Ossiam
France
$334K +$191K +1,357 +133%
JCM
269
J2 Capital Management
Michigan
$331K +$8.58K +61 +3%
PWG
270
Private Wealth Group
Florida
$328K – – –
TMAM
271
Tokio Marine Asset Management
Japan
$326K +$17.6K +125 +6%
TRCT
272
Tower Research Capital (TRC)
New York
$311K +$285K +2,029 +1,109%
MAP
273
Moody Aldrich Partners
Massachusetts
$306K -$15.3K -109 -5%
PWG
274
Portside Wealth Group
Utah
$304K +$304K +2,162 New
AAP
275
Arax Advisory Partners
Colorado
$301K -$1.13K -8 -0.4%
9 10
11
12 13