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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 %
PWG
276
Private Wealth Group
Florida
$317K – – –
JCM
277
J2 Capital Management
Michigan
$312K +$11.6K +85 +4%
MAP
278
Moody Aldrich Partners
Massachusetts
$311K -$679 -5 -0.2%
LNC
279
Lincoln National Corp
Pennsylvania
$307K +$22.8K +168 +8%
TMAM
280
Tokio Marine Asset Management
Japan
$298K +$26.6K +196 +10%
TSS
281
Two Sigma Securities
New York
$298K -$32.8K -241 -10%
AAP
282
Arax Advisory Partners
Colorado
$292K -$137K -1,011 -32%
BNP Paribas Asset Management
283
BNP Paribas Asset Management
France
$282K +$42.6K +313 +18%
OC
284
Oppenheimer & Co
New York
$265K – – –
Squarepoint
285
Squarepoint
New York
$258K +$258K +1,899 New
GT
286
Glenmede Trust
Pennsylvania
$257K -$13.9K -102 -5%
BAMF
287
BI Asset Management Fondsmaeglerselskab
Denmark
$255K -$102K -753 -29%
CM
288
Capula Management
Cayman Islands
$247K -$425K -3,124 -63%
FA
289
FDx Advisors
Illinois
$246K – – –
EWA
290
Exencial Wealth Advisors
Oklahoma
$244K -$4.89K -36 -2%
RWM
291
RKL Wealth Management
Pennsylvania
$242K +$272 +2 +0.1%
BP
292
Ballentine Partners
Massachusetts
$240K – – –
KAM
293
KEB Asset Management
Illinois
$238K – – –
WAG
294
Wallace Advisory Group
California
$233K -$1.5K -11 -0.6%
AS
295
AM Squared
Hong Kong
$231K -$1.07M -7,900 -82%
AC
296
Aristides Capital
Kentucky
$231K – – –
BCV
297
Banque Cantonale Vaudoise
Switzerland
$231K – – –
Creative Planning
298
Creative Planning
Kansas
$229K -$7.47K -55 -3%
Lido Advisors
299
Lido Advisors
California
$223K +$223K +1,643 New
PFA
300
Peak Financial Advisors
Colorado
$222K -$62.9K -463 -22%
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