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HEICO Class A
HEI.A

Overview Fund Activity

339 hedge funds and large institutions have $8.3B invested in HEICO Class A in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+15
Holders Change %
+4.63%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
36
Increased
132
Reduced
108
Closed
17
Calls
$1.78M
Puts
$13K
Net Calls
+$1.77M
Net Calls Change
+$1.08M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$683M
2
FAM
2
Fred Alger Management
New York
$193M
3
DDC
3
DF Dent & Co
Maryland
$203M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$452M
5
State Street
5
State Street
Massachusetts
$212M

Top Sellers

1
BlackRock
1
BlackRock
New York
$533M
2
American Century Companies
2
American Century Companies
Missouri
$2.24M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$291M
4
Morgan Stanley
4
Morgan Stanley
New York
$561M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
326
Liberty Wealth Management
California
$2K – – –
VCM
327
Versant Capital Management
Arizona
$2K – – –
BAM
328
Bellevue Asset Management
Washington
$2K +$267 +2 +15%
PMAS
329
PNC Managed Account Solutions
Texas
$2K +$2K +15 New
CAM
330
ClariVest Asset Management
California
$1K – – –
PFBT
331
Parkside Financial Bank & Trust
Missouri
$1K – – –
GWS
332
Glassman Wealth Services
Virginia
$1K – – –
LIM
333
Longfellow Investment Management
Massachusetts
$1K – – –
PA
334
Parallel Advisors
California
$1K +$900 +9 +900%
CAAS
335
Capital Asset Advisory Services
Michigan
$1K +$1K +12 New
BBHC
336
Brown Brothers Harriman & Co
New York
$406 +$406 +3,271 New
Nisa Investment Advisors
337
Nisa Investment Advisors
Missouri
$379 -$25 -200 -6%
AIG
338
American International Group
New York
$149 -$47 -382 -24%
BAM
339
Blueshift Asset Management
New Jersey
– -$1.32M -11,634 Closed
PC
340
Permanens Capital
New York
– -$889K -7,825 Closed
PIA
341
Perennial Investment Advisors
California
– -$710K -6,250 Closed
Voloridge Investment Management
342
Voloridge Investment Management
Florida
– -$475K -4,178 Closed
Federated Hermes
343
Federated Hermes
Pennsylvania
– -$333K -2,934 Closed
FIM
344
Freedom Investment Management
Connecticut
– -$322K -2,837 Closed
LCWP
345
Legacy Capital Wealth Partners
Arkansas
– -$303K -2,663 Closed
PG
346
Pendal Group
Australia
– -$301K -2,653 Closed
BRWA
347
B. Riley Wealth Advisors
Florida
– -$235K -2,064 Closed
PP
348
Paloma Partners
Connecticut
– -$102K -898 Closed
EP
349
Eudaimonia Partners
Tennessee
– -$89K -780 Closed
ACM
350
Allred Capital Management
Texas
– -$48.6K -428 Closed
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14
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