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HEICO Class A
HEI.A

Overview Fund Activity

324 hedge funds and large institutions have $7.61B invested in HEICO Class A in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 131 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-14
Holders Change %
-4.14%
% of All Funds
5.71%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
20
Increased
131
Reduced
108
Closed
32
Calls
$1.01M
Puts
$314K
Net Calls
+$692K
Net Calls Change
+$317K

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$484M
2
FAM
2
Fred Alger Management
New York
$146M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$385M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$180M
5
Capital International Investors
5
Capital International Investors
California
$104M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$2.29M
3
Morgan Stanley
3
Morgan Stanley
New York
$543M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$45M
5
Select Equity Group
5
Select Equity Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
276
Plante Moran Financial Advisors
Michigan
$53K +$1.82K +16 +4%
ACM
277
Allred Capital Management
Texas
$48.6K +$48.6K +428 New
SAM
278
Shell Asset Management
Netherlands
$48K -$414K -3,666 -90%
IAIM
279
International Assets Investment Management
Florida
$48K – – –
Skandinaviska Enskilda Banken (SEB)
280
Skandinaviska Enskilda Banken (SEB)
Sweden
$45K -$4.96M -44,100 -99%
PCG
281
Private Capital Group
Connecticut
$44K – – –
BCA
282
Berman Capital Advisors
Georgia
$43K – – –
WWM
283
Wolff Wiese Magana
California
$43K – – –
APA
284
American Portfolios Advisors
New York
$42.3K – – –
TPCW
285
TD Private Client Wealth
New York
$40.6K +$31.5K +277 +346%
FDCDDQ
286
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.1K -$2.27K -20 -6%
MCM
287
MV Capital Management
Maryland
$27K – – –
SPIA
288
Steward Partners Investment Advisory
New York
$24.2K +$14.1K +124 +139%
EI
289
Ellevest Inc
New York
$22K -$3.86K -34 -15%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$21K +$14.7K +131 +234%
FPS
291
Fieldpoint Private Securities
Connecticut
$20K +$4.75K +42 +31%
WT
292
Whittier Trust
California
$19K – – –
T
293
TOBAM
France
$15K -$2.36M -20,772 -99%
HFM
294
Harvest Fund Management
China
$15K +$15K +131 New
HI
295
Harbour Investments
Wisconsin
$10K +$10K +90 New
GRP
296
Global Retirement Partners
California
$9K – – –
CFA
297
Carroll Financial Associates
North Carolina
$9K +$675 +6 +8%
APWM
298
Atlas Private Wealth Management
New York
$8K – – –
FF
299
FourThought Financial
Florida
$8K – – –
KFS
300
Kelly Financial Services
Massachusetts
$6.71K -$227 -2 -3%
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12
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