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HEICO Class A
HEI.A

Overview Fund Activity

429 hedge funds and large institutions have $11.6B invested in HEICO Class A in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 168 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
41
Increased
168
Reduced
138
Closed
37
Calls
$4.33M
Puts
$2.11M
Net Calls
+$2.22M
Net Calls Change
-$43K

Top Buyers

1
Invesco
Invesco
Georgia
+$465M
2
Principal Financial Group
Principal Financial Group
Iowa
+$101M
3
Capital International Investors
Capital International Investors
California
+$69.5M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$52.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.2M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$207M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$57.7M
3
Morgan Stanley
Morgan Stanley
New York
-$52.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$30.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
301
Aristides Capital
Kentucky
$339K – – –
LCM
302
LRT Capital Management
Texas
$328K -$1.15M -7,498 -78%
OC
303
Oppenheimer & Co
New York
$320K +$15.4K +100 +5%
CA
304
Cetera Advisors
Colorado
$307K +$307K +1,993 New
PP
305
Prudential plc
United Kingdom
$297K -$1.1M -7,176 -79%
CWA
306
CM Wealth Advisors
Ohio
$296K +$296K +1,773 New
Teacher Retirement System of Texas
307
Teacher Retirement System of Texas
Texas
$294K -$296K -1,924 -50%
EWA
308
Exencial Wealth Advisors
Oklahoma
$281K +$616 +4 +0.2%
EFG
309
Everhart Financial Group
Ohio
$280K +$22.9K +149 +9%
RWM
310
RKL Wealth Management
Pennsylvania
$275K +$308 +2 +0.1%
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$272K -$11.5K -75 -4%
BP
312
Ballentine Partners
Massachusetts
$271K – – –
KAM
313
KEB Asset Management
Illinois
$269K – – –
Manulife (Manufacturers Life Insurance)
314
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$263K +$14.9K +97 +6%
Assenagon Asset Management
315
Assenagon Asset Management
Luxembourg
$256K – – –
OC
316
Oarsman Capital
Wisconsin
$253K +$1.85K +12 +0.7%
AWM
317
Axxcess Wealth Management
California
$251K +$1.23K +8 +0.5%
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$248K +$173K +1,120 +229%
KWA
319
Kingswood Wealth Advisors
California
$239K -$115K -745 -32%
Allianz Asset Management
320
Allianz Asset Management
Germany
$234K +$63.6K +413 +37%
SIM
321
Sandia Investment Management
Massachusetts
$232K -$3.41M -22,133 -94%
CAM
322
Cresset Asset Management
Illinois
$231K -$125K -812 -35%
LSAG
323
Lake Street Advisors Group
New Hampshire
$228K +$228K +1,479 New
ET
324
Equitable Trust
Tennessee
$220K +$220K +1,430 New
LNC
325
Lincoln National Corp
Pennsylvania
$215K -$201K -1,305 -48%
11 12
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