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HEICO Class A
HEI.A

Overview Fund Activity

361 hedge funds and large institutions have $8.6B invested in HEICO Class A in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 134 increasing their positions, 106 reducing their positions, and 18 closing their positions.

Holders
361
Holders Change
+37
Holders Change %
+11.42%
% of All Funds
5.58%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
57
Increased
134
Reduced
106
Closed
18
Calls
$608K
Puts
$317K
Net Calls
+$291K
Net Calls Change
-$1.5M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$628M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$662M
3
IMCOOI
3
Investment Management Corp of Ontario (IMCO)
Canada
$58M
4
BlackRock
4
BlackRock
New York
$572M
5
FAM
5
Fred Alger Management
New York
$189M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$542M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.02M
3
PC
3
Port Capital
Illinois
$119M
4
VVP
4
Vulcan Value Partners
Alabama
$551M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$27.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
301
MV Capital Management
Maryland
$30K 237 – –
SPIA
302
Steward Partners Investment Advisory
New York
$28K 220 -34 -13%
HI
303
Harbour Investments
Wisconsin
$28K 219 +29 +15%
WT
304
Whittier Trust
California
$27K 208 +43 +26%
EI
305
Ellevest Inc
New York
$25K 194 – –
GKIM
306
GW&K Investment Management
Massachusetts
$24K 190 -25,263 -99%
ACM
307
Absolute Capital Management
Pennsylvania
$18.5K 144 +144 New
MP
308
McDonald Partners
Ohio
$18.5K 144 +144 New
FPS
309
Fieldpoint Private Securities
Connecticut
$18K 140 +14 +11%
GT
310
Glenmede Trust
Pennsylvania
$18K 144 +144 New
T
311
TOBAM
France
$17K 132 – –
PHK
312
Point72 Hong Kong
Hong Kong
$16K 126 -4,902 -97%
HFM
313
Harvest Fund Management
China
$16K 131 – –
CFA
314
Carroll Financial Associates
North Carolina
$15K 123 +25 +26%
CAL
315
Capital Advisors Ltd
Ohio
$13K 100 +100 New
IA
316
IFP Advisors
Florida
$12K 87 – –
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$12K 94 +94 New
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$11K 88 +88 New
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$10K 75 +75 New
RFA
320
Reilly Financial Advisors
California
$10K 76 +76 New
LF
321
Lee Financial
Texas
$9K 68 +68 New
EWA
322
EverSource Wealth Advisors
Alabama
$9K 71 +71 New
FF
323
FourThought Financial
Florida
$8K 63 – –
GRP
324
Global Retirement Partners
California
$7K 54 – –
FCA
325
FinTrust Capital Advisors
South Carolina
$7K 56 – –
11 12
13
14 15