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HEICO Class A
HEI.A

Overview Fund Activity

393 hedge funds and large institutions have $9.43B invested in HEICO Class A in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 125 reducing their positions, and 27 closing their positions.

Holders
393
Holders Change
+29
Holders Change %
+7.97%
% of All Funds
6.34%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
62
Increased
145
Reduced
125
Closed
27
Calls
$534K
Puts
$517K
Net Calls
+$17K
Net Calls Change
-$25K

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.41B
2
JFG
2
Jefferies Financial Group
New York
$70.7M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$89.8M
4
Bank of America
4
Bank of America
North Carolina
$121M
5
WCM Investment Management
5
WCM Investment Management
California
$308M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$168M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$645M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$152K
4
Deutsche Bank
4
Deutsche Bank
Germany
$13.7M
5
GC
5
Gobi Capital
California
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
301
Creative Planning
Kansas
$209K 1,741 -421 -19%
HSA
302
HBK Sorce Advisory
Pennsylvania
$208K 1,736 -307 -15%
WAG
303
Wallace Advisory Group
California
$207K 1,726 +1,726 New
BCV
304
Banque Cantonale Vaudoise
Switzerland
$204K 1,700 – –
AC
305
Aristides Capital
Kentucky
$204K 1,700 +1,700 New
RBC
306
Roble Belko & Company
Pennsylvania
$163K 1,362 – –
Bank of Montreal
307
Bank of Montreal
Ontario, Canada
$152K 1,260 -230,135 -99%
ASN
308
Advisory Services Network
Georgia
$143K 1,194 +1,194 New
HIA
309
Harbor Investment Advisory
Maryland
$142K 1,188 -93 -7%
AIG
310
American International Group
New York
$142K 1,184 -27 -2%
DFCM
311
Dark Forest Capital Management
Puerto Rico
$126K 1,054 – –
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K 993 +373 +60%
FHA
313
First Horizon Advisors
Tennessee
$115K 959 +7 +0.7%
PFP
314
Pinnacle Financial Partners
Tennessee
$108K 901 – –
S
315
Seeyond
France
$105K 874 -8,032 -90%
KFS
316
Kelly Financial Services
Massachusetts
$100K 838 +196 +31%
O
317
Ossiam
France
$98.8K 824 – –
HWA
318
Heritage Wealth Advisors
Virginia
$96.1K 802 +802 New
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$91K 761 -43 -5%
CS
320
Comerica Securities
Michigan
$89.1K 743 +743 New
EBA
321
Eagle Bay Advisors
New York
$88.1K 735 -6 -0.8%
First Manhattan
322
First Manhattan
New York
$71.9K 600 – –
C
323
Covestor
United Kingdom
$71K 591 -87 -13%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$69.6K 581 +120 +26%
PMEF
325
Point72 Middle East FZE
United Arab Emirates
$62.8K 524 +524 New
11 12
13
14 15