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HEICO Class A
HEI.A

Overview Fund Activity

427 hedge funds and large institutions have $10.3B invested in HEICO Class A in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 143 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+30
Holders Change %
+7.56%
% of All Funds
6.26%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
63
Increased
143
Reduced
143
Closed
28
Calls
$3.4M
Puts
$1.14M
Net Calls
+$2.26M
Net Calls Change
+$1.59M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.45B
2
A
2
AustralianSuper
Australia
$167M
3
FAM
3
Fred Alger Management
New York
$154M
4
Morgan Stanley
4
Morgan Stanley
New York
$102M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$248M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$207M
2
Invesco
2
Invesco
Georgia
$432M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$153M
4
ESCM
4
Echo Street Capital Management
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
301
BluePath Capital Management
Georgia
$323K +$4.87K +36 +2%
O
302
Ossiam
France
$318K – – –
Creative Planning
303
Creative Planning
Kansas
$316K +$61.8K +434 +24%
AC
304
Aristides Capital
Kentucky
$313K – – –
LWAM
305
Legacy Wealth Asset Management
Minnesota
$312K +$13.4K +94 +4%
SEC
306
Seven Eight Capital
New York
$289K -$152K -1,066 -34%
DTL
307
Dynamic Technology Lab
Singapore
$283K +$283K +1,990 New
OC
308
Oppenheimer & Co
New York
$282K +$4.13K +29 +1%
XT
309
XTX Topco
Cayman Islands
$281K -$95.7K -672 -25%
FCP
310
Fidelis Capital Partners
Florida
$276K +$35.3K +248 +15%
Marshall Wace
311
Marshall Wace
United Kingdom
$271K -$5.16M -36,217 -95%
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$263K +$263K +1,843 New
EWA
313
Exencial Wealth Advisors
Oklahoma
$259K +$5.27K +37 +2%
RWM
314
RKL Wealth Management
Pennsylvania
$254K – – –
AIM
315
Aigen Investment Management
New York
$251K -$201K -1,410 -44%
BP
316
Ballentine Partners
Massachusetts
$251K – – –
KAM
317
KEB Asset Management
Illinois
$249K – – –
EFG
318
Everhart Financial Group
Ohio
$238K +$238K +1,668 New
Assenagon Asset Management
319
Assenagon Asset Management
Luxembourg
$236K – – –
TSS
320
Two Sigma Securities
New York
$234K +$234K +1,641 New
PFA
321
Peak Financial Advisors
Colorado
$233K – – –
OC
322
Oarsman Capital
Wisconsin
$232K +$232K +1,629 New
AWM
323
Axxcess Wealth Management
California
$231K +$3.13K +22 +1%
Manulife (Manufacturers Life Insurance)
324
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$230K -$285 -2 -0.1%
SS
325
Simplicity Solutions
Minnesota
$221K +$221K +1,550 New
11 12
13
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