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HEICO Class A
HEI.A

Overview Fund Activity

364 hedge funds and large institutions have $8.92B invested in HEICO Class A in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 137 increasing their positions, 128 reducing their positions, and 34 closing their positions.

Holders
364
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
6.29%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
40
Increased
137
Reduced
128
Closed
34
Calls
$387K
Puts
$345K
Net Calls
+$42K
Net Calls Change
-$336K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$58.4M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$865M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$660M
4
WCM Investment Management
4
WCM Investment Management
California
$279M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$45.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.23B
2
BlackRock
2
BlackRock
New York
$567M
3
VVP
3
Vulcan Value Partners
Alabama
$256M
4
WA
4
Wasatch Advisors
Utah
$209K
5
FAM
5
Fred Alger Management
New York
$97M
Name Market Value Shares Shares
Change 		Shares
Change %
EBA
301
Eagle Bay Advisors
New York
$85K 741 +177 +31%
C
302
Covestor
United Kingdom
$78K 678 +678 New
Acadian Asset Management
303
Acadian Asset Management
Massachusetts
$78K 685 +685 New
EWA
304
EverSource Wealth Advisors
Alabama
$74K 646 -364 -36%
KFS
305
Kelly Financial Services
Massachusetts
$73.6K 642 -76 -11%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.1K 620 +153 +33%
First Manhattan
307
First Manhattan
New York
$68K 600 – –
WT
308
Whittier Trust
California
$59K 512 +187 +58%
PMFA
309
Plante Moran Financial Advisors
Michigan
$58K 509 +6 +1%
SWM
310
Spire Wealth Management
Virginia
$56K 491 – –
SOW
311
State of Wyoming
Wyoming
$53K 461 -5 -1%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$53K 461 +16 +4%
SPIA
313
Steward Partners Investment Advisory
New York
$49K 430 -137 -24%
CFO
314
CVA Family Office
Colorado
$48K 422 – –
MAM
315
Meeder Asset Management
Ohio
$45K 392 +1 +0.3%
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$44K 383 +335 +698%
WWM
317
Wolff Wiese Magana
California
$34K 296 – –
IA
318
IFP Advisors
Florida
$34K 258 +17 +7%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$33K 286 +161 +129%
Bank of Montreal
320
Bank of Montreal
Ontario, Canada
$28.5K 231,395 +226,178 +4,335%
APA
321
American Portfolios Advisors
New York
$28.1K 245 -106 -30%
MCM
322
MV Capital Management
Maryland
$27K 237 – –
HI
323
Harbour Investments
Wisconsin
$26K 244 – –
Skandinaviska Enskilda Banken (SEB)
324
Skandinaviska Enskilda Banken (SEB)
Sweden
$23K 205 -27 -12%
S
325
SignatureFD
Georgia
$23K 203 +198 +3,960%
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