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HEICO Class A
HEI.A

Overview Fund Activity

394 hedge funds and large institutions have $9.95B invested in HEICO Class A in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 117 increasing their positions, 163 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.31%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
38
Increased
117
Reduced
163
Closed
31
Calls
$610K
Puts
$228K
Net Calls
+$382K
Net Calls Change
+$365K

Top Buyers

1
Barclays
Barclays
United Kingdom
$97.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$180M
3
GC
Gobi Capital
California
$71.3M
4
AC
Aristeia Capital
Connecticut
$31M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$26.7M

Top Sellers

1
Invesco
Invesco
Georgia
$815M
2
JFG
Jefferies Financial Group
New York
$23M
3
DDC
DF Dent & Co
Maryland
$186M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
301
Boothbay Fund Management
New York
$207K -$112K -826 -35%
AWM
302
Axxcess Wealth Management
California
$207K +$207K +1,523 New
PGFC
303
Peapack-Gladstone Financial Corp
New Jersey
$205K +$205K +1,508 New
V
304
Veritable
Delaware
$205K +$205K +1,506 New
KAS
305
Kestra Advisory Services
Texas
$204K -$210K -1,542 -51%
YCM
306
Yousif Capital Management
Michigan
$202K +$202K +1,486 New
RBC
307
Roble Belko & Company
Pennsylvania
$170K -$15.4K -113 -8%
Lazard Asset Management
308
Lazard Asset Management
New York
$167K +$167K +1,239 New
ASN
309
Advisory Services Network
Georgia
$162K – – –
AIG
310
American International Group
New York
$156K -$4.62K -34 -3%
O
311
Ossiam
France
$139K +$26.6K +196 +24%
APW
312
Acima Private Wealth
Virginia
$135K +$135K +994 New
HIA
313
Harbor Investment Advisory
Maryland
$132K -$29.8K -219 -18%
FHA
314
First Horizon Advisors
Tennessee
$128K -$2.04K -15 -2%
PFP
315
Pinnacle Financial Partners
Tennessee
$122K – – –
Acadian Asset Management
316
Acadian Asset Management
Massachusetts
$114K -$1.4M -10,357 -92%
OAM
317
Ostrum Asset Management
France
$110K +$110K +807 New
EBA
318
Eagle Bay Advisors
New York
$105K +$5.57K +41 +6%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.7K -$40.2K -296 -30%
HWA
320
Heritage Wealth Advisors
Virginia
$88.3K -$20.7K -152 -19%
C
321
Covestor
United Kingdom
$83K +$2.98K +22 +4%
First Manhattan
322
First Manhattan
New York
$81.5K – – –
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$81.1K +$2.17K +16 +3%
WT
324
Whittier Trust
California
$74.6K +$5.03K +37 +7%
PMFA
325
Plante Moran Financial Advisors
Michigan
$70.1K +$136 +1 +0.2%
11 12
13
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