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HEICO Class A
HEI.A

Overview Fund Activity

397 hedge funds and large institutions have $9.31B invested in HEICO Class A in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 132 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.33%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
35
Increased
144
Reduced
132
Closed
26
Calls
$2.49M
Puts
$1.82M
Net Calls
+$670K
Net Calls Change
-$2.96M

Top Buyers

1
A
1
AustralianSuper
Australia
$110M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$1.22B
3
Citadel Advisors
3
Citadel Advisors
Florida
$51.3M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$33.1M
5
Capital International Investors
5
Capital International Investors
California
$77.6M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$296K
2
JFG
2
Jefferies Financial Group
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$645M
4
Invesco
4
Invesco
Georgia
$444M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
301
Cresset Asset Management
Illinois
$228K -$13.8K -107 -6%
BP
302
Ballentine Partners
Massachusetts
$228K -$388 -3 -0.2%
Bank of Nova Scotia
303
Bank of Nova Scotia
Ontario, Canada
$227K +$35K +271 +18%
KAM
304
KEB Asset Management
Illinois
$226K – – –
FCP
305
Fidelis Capital Partners
Florida
$218K -$28.3K -219 -11%
Assenagon Asset Management
306
Assenagon Asset Management
Luxembourg
$215K – – –
FIA
307
FNY Investment Advisers
New York
$212K -$116K -900 -35%
PFA
308
Peak Financial Advisors
Colorado
$212K – – –
Manulife (Manufacturers Life Insurance)
309
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$209K -$775 -6 -0.4%
MGP
310
Metis Global Partners
California
$207K +$9.69K +75 +5%
AWM
311
Axxcess Wealth Management
California
$207K +$14.2K +110 +7%
AIG
312
American International Group
New York
$170K -$11.6K -90 -6%
OA
313
Operose Advisors
Wisconsin
$141K +$141K +1,088 New
BCV
314
Banque Cantonale Vaudoise
Switzerland
$140K -$80.2K -619 -36%
RBC
315
Roble Belko & Company
Pennsylvania
$134K +$134K +1,037 New
APW
316
Acima Private Wealth
Virginia
$128K – – –
HIA
317
Harbor Investment Advisory
Maryland
$124K -$388 -3 -0.3%
FHA
318
First Horizon Advisors
Tennessee
$120K +$21.2K +164 +22%
PFP
319
Pinnacle Financial Partners
Tennessee
$116K – – –
SOW
320
State of Wyoming
Wyoming
$115K +$40.1K +310 +54%
CSPIA
321
Cary Street Partners Investment Advisory
Virginia
$106K +$8.14K +63 +8%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$99.6K +$22.5K +174 +29%
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$83.3K +$26.3K +197 +46%
First Manhattan
324
First Manhattan
New York
$77.5K – – –
Schroder Investment Management Group
325
Schroder Investment Management Group
United Kingdom
$74.7K -$82.4K -638 -52%
11 12
13
14 15