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HEICO Class A
HEI.A

Overview Fund Activity

429 hedge funds and large institutions have $11.6B invested in HEICO Class A in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 168 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
41
Increased
168
Reduced
138
Closed
37
Calls
$4.33M
Puts
$2.11M
Net Calls
+$2.22M
Net Calls Change
-$43K

Top Buyers

1
Invesco
Invesco
Georgia
+$465M
2
Principal Financial Group
Principal Financial Group
Iowa
+$101M
3
Capital International Investors
Capital International Investors
California
+$69.5M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$52.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.2M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$207M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$57.7M
3
Morgan Stanley
Morgan Stanley
New York
-$52.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$30.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWP
276
Premier Path Wealth Partners
New Jersey
$479K -$18.8K -122 -4%
XT
277
XTX Topco
Cayman Islands
$468K +$164K +1,068 +54%
EP
278
Edgestream Partners
New Jersey
$466K -$2.22M -14,389 -83%
QCM
279
QRG Capital Management
Illinois
$456K +$62.3K +405 +16%
OQS
280
Occudo Quantitative Strategies
Florida
$444K -$2.34M -15,189 -84%
CB
281
Commerce Bank
Missouri
$444K – – –
SI
282
Stephens Inc
Arkansas
$428K +$2.62K +17 +0.6%
Jane Street
283
Jane Street
New York
$428K -$230K -1,496 -35%
MAP
284
Moody Aldrich Partners
Massachusetts
$425K -$2.46K -16 -0.6%
TMAM
285
Tokio Marine Asset Management
Japan
$424K – – –
DPAM
286
Degroof Petercam Asset Management
Belgium
$416K – – –
LWAM
287
Legacy Wealth Asset Management
Minnesota
$410K +$73K +474 +22%
IMRF
288
Illinois Municipal Retirement Fund
Illinois
$399K -$700K -4,550 -64%
GT
289
Glenmede Trust
Pennsylvania
$394K -$57.7K -375 -13%
TRCT
290
Tower Research Capital (TRC)
New York
$392K -$9.7K -63 -2%
RJFSA
291
Raymond James Financial Services Advisors
Florida
$389K -$12.3K -80 -3%
GBA
292
Garrison Bradford & Associates
New York
$389K – – –
HTC
293
Haverford Trust Company
Pennsylvania
$386K – – –
DC
294
Davenport & Co
Virginia
$382K -$781K -5,075 -67%
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$374K +$770 +5 +0.2%
FCP
296
Fidelis Capital Partners
Florida
$372K +$74K +481 +25%
Creative Planning
297
Creative Planning
Kansas
$368K +$26.9K +175 +8%
CL
298
Choreo LLC
Illinois
$365K – – –
PWG
299
Private Wealth Group
Florida
$359K – – –
AIM
300
Aigen Investment Management
New York
$348K +$77K +500 +28%
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