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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 %
Lido Advisors
276
Lido Advisors
California
$294K +$63.4K +451 +27%
TSS
277
Two Sigma Securities
New York
$291K -$16.9K -120 -5%
MFS
278
Mirabella Financial Services
United Kingdom
$285K +$285K +2,028 New
Allianz Asset Management
279
Allianz Asset Management
Germany
$281K -$308K -2,194 -52%
OC
280
Oppenheimer & Co
New York
$274K – – –
XT
281
XTX Topco
Cayman Islands
$268K +$268K +1,907 New
FCP
282
Fidelis Capital Partners
Florida
$268K +$268K +1,906 New
CAM
283
Cresset Asset Management
Illinois
$263K +$263K +1,870 New
EWA
284
Exencial Wealth Advisors
Oklahoma
$258K +$5.62K +40 +2%
GT
285
Glenmede Trust
Pennsylvania
$257K – – –
CWA
286
CM Wealth Advisors
Ohio
$251K -$2.21M -15,940 -90%
RWM
287
RKL Wealth Management
Pennsylvania
$250K – – –
SLWA
288
San Luis Wealth Advisors
California
$249K +$249K +1,773 New
BP
289
Ballentine Partners
Massachusetts
$248K – – –
KAM
290
KEB Asset Management
Illinois
$246K – – –
AC
291
Aristides Capital
Kentucky
$239K – – –
BCV
292
Banque Cantonale Vaudoise
Switzerland
$239K – – –
Assenagon Asset Management
293
Assenagon Asset Management
Luxembourg
$233K -$99.3K -706 -30%
Creative Planning
294
Creative Planning
Kansas
$233K -$3.8K -27 -2%
WAG
295
Wallace Advisory Group
California
$233K – – –
PFA
296
Peak Financial Advisors
Colorado
$230K – – –
Manulife (Manufacturers Life Insurance)
297
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$228K -$183K -1,301 -45%
Balyasny Asset Management
298
Balyasny Asset Management
Illinois
$217K +$217K +1,541 New
MGP
299
Metis Global Partners
California
$215K -$196K -1,393 -48%
V
300
Veritable
Delaware
$212K +$281 +2 +0.1%
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