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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 %
RJFSA
276
Raymond James Financial Services Advisors
Florida
$310K -$94.7K -790 -23%
IIA
277
ICW Investment Advisors
Arizona
$306K +$22.8K +190 +8%
GBA
278
Garrison Bradford & Associates
New York
$303K – – –
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$300K +$300K +2,505 New
Schroder Investment Management Group
280
Schroder Investment Management Group
United Kingdom
$297K +$172K +1,438 +139%
TSS
281
Two Sigma Securities
New York
$292K +$50.5K +421 +21%
Bessemer Group
282
Bessemer Group
New Jersey
$284K – – –
BFM
283
Boothbay Fund Management
New York
$282K +$282K +2,350 New
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$281K +$3.24K +27 +1%
PWG
285
Private Wealth Group
Florida
$280K – – –
MAP
286
Moody Aldrich Partners
Massachusetts
$275K -$2.88K -24 -1%
JCM
287
J2 Capital Management
Michigan
$265K +$6.11K +51 +2%
PFA
288
Peak Financial Advisors
Colorado
$252K +$252K +2,100 New
First Trust Advisors
289
First Trust Advisors
Illinois
$251K +$251K +2,096 New
LNC
290
Lincoln National Corp
Pennsylvania
$251K +$251K +2,091 New
FA
291
FDx Advisors
Illinois
$246K -$5.51K -46 -2%
Brown Advisory
292
Brown Advisory
Maryland
$241K -$87.9K -733 -27%
TMAM
293
Tokio Marine Asset Management
Japan
$240K +$24K +200 +11%
GT
294
Glenmede Trust
Pennsylvania
$239K +$7.91K +66 +3%
OC
295
Oppenheimer & Co
New York
$234K – – –
EWA
296
Exencial Wealth Advisors
Oklahoma
$220K +$5.63K +47 +3%
RWM
297
RKL Wealth Management
Pennsylvania
$213K -$120 -1 -0.1%
BP
298
Ballentine Partners
Massachusetts
$212K – – –
BNP Paribas Asset Management
299
BNP Paribas Asset Management
France
$211K -$34.7K -290 -14%
KAM
300
KEB Asset Management
Illinois
$210K – – –
10 11
12
13 14