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HEICO Class A
HEI.A

Overview Fund Activity

324 hedge funds and large institutions have $7.61B invested in HEICO Class A in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 131 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-14
Holders Change %
-4.14%
% of All Funds
5.71%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
20
Increased
131
Reduced
108
Closed
32
Calls
$1.01M
Puts
$314K
Net Calls
+$692K
Net Calls Change
+$317K

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$484M
2
FAM
2
Fred Alger Management
New York
$146M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$385M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$180M
5
Capital International Investors
5
Capital International Investors
California
$104M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$2.29M
3
Morgan Stanley
3
Morgan Stanley
New York
$543M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$45M
5
Select Equity Group
5
Select Equity Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Select Equity Group
326
Select Equity Group
New York
– -$28.3M -242,133 Closed
SS
327
Simplicity Solutions
Minnesota
– -$8.81M -75,285 Closed
SCM
328
Sirios Capital Management
Massachusetts
– -$6.95M -59,339 Closed
Arrowstreet Capital
329
Arrowstreet Capital
Massachusetts
– -$6.94M -59,259 Closed
PP
330
Professional Planning
California
– -$1.1M -9,360 Closed
Citadel Advisors
331
Citadel Advisors
Florida
– -$875K -7,477 Closed
Squarepoint
332
Squarepoint
New York
– -$664K -5,675 Closed
AWM
333
Avior Wealth Management
Nebraska
– -$469K -4,010 Closed
DTL
334
Dynamic Technology Lab
Singapore
– -$429K -3,664 Closed
AA
335
ALPS Advisors
Colorado
– -$334K -2,855 Closed
B
336
BP
United Kingdom
– -$301K -2,570 Closed
PAG
337
Private Advisor Group
New Jersey
– -$248K -2,112 Closed
SIM
338
Spark Investment Management
New York
– -$245K -2,100 Closed
PCM
339
Prelude Capital Management
New York
– -$237K -2,026 Closed
RIA
340
Regal Investment Advisors
Michigan
– -$232K -1,978 Closed
Allianz Asset Management
341
Allianz Asset Management
Germany
– -$228K -1,951 Closed
CS
342
Comerica Securities
Michigan
– -$227K -1,940 Closed
YIH
343
Y-Intercept (HK)
Hong Kong
– -$222K -1,887 Closed
ZCA
344
Zeke Capital Advisors
Pennsylvania
– -$200K -1,712 Closed
CFB
345
Cullen/Frost Bankers
Texas
– -$29K -245 Closed
ADL
346
Asset Dedication LLC
California
– -$22K -187 Closed
ASN
347
Advisory Services Network
Georgia
– -$8K -66 Closed
VAIA
348
Virtus Alternative Investment Advisers
Connecticut
– -$7K -63 Closed
RPWA
349
Regent Peak Wealth Advisors
Georgia
– -$4K -34 Closed
CCA
350
Childress Capital Advisors
Texas
– -$4K -30 Closed
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