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HEICO Class A
HEI.A

Overview Fund Activity

397 hedge funds and large institutions have $9.31B invested in HEICO Class A in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 132 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.33%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
35
Increased
144
Reduced
132
Closed
26
Calls
$2.49M
Puts
$1.82M
Net Calls
+$670K
Net Calls Change
-$2.96M

Top Buyers

1
A
AustralianSuper
Australia
$110M
2
Principal Financial Group
Principal Financial Group
Iowa
$1.22B
3
Citadel Advisors
Citadel Advisors
Florida
$51.3M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$33.1M
5
Capital International Investors
Capital International Investors
California
$77.6M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$296K
2
JFG
Jefferies Financial Group
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$645M
4
Invesco
Invesco
Georgia
$444M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
251
Verition Fund Management
Connecticut
$522K – – –
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$491K +$17.6K +136 +4%
KIA
253
KLR Investment Advisors
Rhode Island
$463K -$15.2K -112 -3%
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$459K – – –
TIM
255
Tortoise Investment Management
New York
$440K +$129 +1 +0%
AQR Capital Management
256
AQR Capital Management
Connecticut
$426K +$242K +1,871 +131%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$426K -$70.4K -545 -14%
IIA
258
ICW Investment Advisors
Arizona
$426K +$71.6K +554 +20%
MOACM
259
Mutual of America Capital Management
New York
$418K – – –
AIM
260
Aigen Investment Management
New York
$410K +$219K +1,698 +115%
MC
261
Machina Capital
France
$406K +$406K +3,143 New
CB
262
Commerce Bank
Missouri
$402K +$60K +464 +18%
GT
263
Glenmede Trust
Pennsylvania
$400K +$156K +1,207 +64%
SEC
264
Seven Eight Capital
New York
$400K +$400K +3,092 New
SI
265
Stephens Inc
Arkansas
$394K -$6.85K -53 -2%
CAN
266
Cetera Advisor Networks
California
$391K +$35.4K +274 +10%
GI
267
GAMCO Investors
Connecticut
$388K – – –
Wealth Enhancement Advisory Services
268
Wealth Enhancement Advisory Services
Minnesota
$379K +$379K +2,934 New
TFS
269
Thoroughbred Financial Services
Tennessee
$355K +$355K +2,754 New
RJFSA
270
Raymond James Financial Services Advisors
Florida
$352K +$42.1K +326 +14%
LCWP
271
Legacy Capital Wealth Partners
Arkansas
$351K +$351K +2,713 New
XT
272
XTX Topco
Cayman Islands
$342K +$95.5K +739 +39%
BFM
273
Boothbay Fund Management
New York
$339K -$590K -4,567 -63%
TMAM
274
Tokio Marine Asset Management
Japan
$337K +$37.3K +289 +12%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$337K +$13.6K +105 +4%
9 10
11
12 13