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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 %
GBA
276
Garrison Bradford & Associates
New York
$326K – – –
Federated Hermes
277
Federated Hermes
Pennsylvania
$321K +$321K +2,484 New
GKFF
278
George Kaiser Family Foundation
Oklahoma
$319K – – –
PWG
279
Portside Wealth Group
Utah
$315K +$34K +262 +12%
HTC
280
Haverford Trust Company
Pennsylvania
$314K +$314K +2,433 New
LNC
281
Lincoln National Corp
Pennsylvania
$312K +$517 +4 +0.2%
JCM
282
J2 Capital Management
Michigan
$305K +$517 +4 +0.2%
BCM
283
BluePath Capital Management
Georgia
$304K +$304K +2,351 New
PWG
284
Private Wealth Group
Florida
$301K – – –
Thrivent Financial for Lutherans
285
Thrivent Financial for Lutherans
Minnesota
$301K -$8.13K -63 -3%
AS
286
AM Squared
Hong Kong
$301K -$349K -2,700 -54%
Charles Schwab
287
Charles Schwab
California
$296K -$34.6M -268,001 -99%
Lido Advisors
288
Lido Advisors
California
$294K +$23.3K +180 +9%
QCM
289
QRG Capital Management
Illinois
$289K +$289K +2,240 New
O
290
Ossiam
France
$289K -$18.2K -141 -6%
AC
291
Aristides Capital
Kentucky
$284K +$64.6K +500 +29%
MAP
292
Moody Aldrich Partners
Massachusetts
$275K -$6.07K -47 -2%
PFO
293
Pathstone Family Office
New Jersey
$275K +$275K +2,127 New
LWAM
294
Legacy Wealth Asset Management
Minnesota
$271K +$271K +2,097 New
PMEF
295
Point72 Middle East FZE
United Arab Emirates
$258K +$258K +2,000 New
AC
296
AXQ Capital
New Jersey
$253K +$253K +1,957 New
OC
297
Oppenheimer & Co
New York
$252K – – –
Creative Planning
298
Creative Planning
Kansas
$231K +$16.2K +125 +8%
RWM
299
RKL Wealth Management
Pennsylvania
$230K +$129 +1 +0.1%
EWA
300
Exencial Wealth Advisors
Oklahoma
$230K -$6.98K -54 -3%
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12
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