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HEICO Class A
HEI.A

Overview Fund Activity

361 hedge funds and large institutions have $8.6B invested in HEICO Class A in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 134 increasing their positions, 106 reducing their positions, and 18 closing their positions.

Holders
361
Holders Change
+37
Holders Change %
+11.42%
% of All Funds
5.58%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
57
Increased
134
Reduced
106
Closed
18
Calls
$608K
Puts
$317K
Net Calls
+$291K
Net Calls Change
-$1.5M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$628M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$662M
3
IMCOOI
3
Investment Management Corp of Ontario (IMCO)
Canada
$58M
4
BlackRock
4
BlackRock
New York
$572M
5
FAM
5
Fred Alger Management
New York
$189M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$542M
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.02M
3
PC
3
Port Capital
Illinois
$119M
4
VVP
4
Vulcan Value Partners
Alabama
$551M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$27.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
326
Smithfield Trust
Pennsylvania
$6K 50 – –
EW
327
Evoke Wealth
California
$6K 44 – –
QCG
328
Quadrant Capital Group
Ohio
$6K 45 – –
TWA
329
TCI Wealth Advisors
Arizona
$6K 45 +5 +13%
JFA
330
JNBA Financial Advisors
Minnesota
$6K 45 +45 New
EARNEST Partners
331
EARNEST Partners
Georgia
$5K 39 – –
LC
332
Lindbrook Capital
California
$5K 39 +39 New
LWCFA
333
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K 28 – –
BIA
334
Bell Investment Advisors
California
$4K 28 +4 +17%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$4K 32 +11 +52%
Jones Financial Companies
336
Jones Financial Companies
Missouri
$4K 28 +28 New
SC
337
SouthState Corp
Florida
$4K 33 +33 New
S
338
SignatureFD
Georgia
$3K 24 – –
BAM
339
Bellevue Asset Management
Washington
$3K 21 +5 +31%
BA
340
Bellwether Advisors
Nebraska
$2K 18 – –
VCM
341
Versant Capital Management
Arizona
$2K 16 – –
CAAS
342
Capital Asset Advisory Services
Michigan
$2K 12 – –
GWS
343
Glassman Wealth Services
Virginia
$2K 19 +6 +46%
TWP
344
TFO Wealth Partners
Ohio
$2K 17 +17 New
SWA
345
Sutton Wealth Advisors
Florida
$1.29K 10 +10 New
CFB
346
Cullen/Frost Bankers
Texas
$1K 5 -453 -99%
PFBT
347
Parkside Financial Bank & Trust
Missouri
$1K 8 – –
CAM
348
ClariVest Asset Management
California
$1K 7 – –
CI Investments Inc
349
CI Investments Inc
Ontario, Canada
$1K 9 – –
LIM
350
Longfellow Investment Management
Massachusetts
$1K 3 – –
12 13
14
15 16