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HEICO Class A
HEI.A

Overview Fund Activity

364 hedge funds and large institutions have $8.92B invested in HEICO Class A in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 137 increasing their positions, 128 reducing their positions, and 34 closing their positions.

Holders
364
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
6.29%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
40
Increased
137
Reduced
128
Closed
34
Calls
$387K
Puts
$345K
Net Calls
+$42K
Net Calls Change
-$336K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$58.4M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$865M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$660M
4
WCM Investment Management
4
WCM Investment Management
California
$279M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$45.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.23B
2
BlackRock
2
BlackRock
New York
$567M
3
VVP
3
Vulcan Value Partners
Alabama
$256M
4
WA
4
Wasatch Advisors
Utah
$209K
5
FAM
5
Fred Alger Management
New York
$97M
Name Market Value Shares Shares
Change 		Shares
Change %
TPCW
326
TD Private Client Wealth
New York
$22.6K 197 -16 -8%
PTC
327
Private Trust Company
Ohio
$21K 185 -8 -4%
EI
328
Ellevest Inc
New York
$16K 142 -298 -68%
HFM
329
Harvest Fund Management
China
$15K 131 – –
ACM
330
Absolute Capital Management
Pennsylvania
$14.1K 123 +123 New
CAL
331
Capital Advisors Ltd
Ohio
$12K 102 -4 -4%
WFA
332
Wipfli Financial Advisors
Wisconsin
$12K 106 +106 New
VCM
333
Vigilant Capital Management
Maine
$11K 92 – –
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$11K 93 +84 +933%
BC
335
Bartlett & Co
Ohio
$10K 85 – –
BCWM
336
Bartlett & Co Wealth Management
Ohio
$9.74K 85 – –
GRP
337
Global Retirement Partners
California
$7K 58 -10 -15%
FCA
338
FinTrust Capital Advisors
South Carolina
$7K 56 – –
TCWA
339
Ten Capital Wealth Advisors
Washington
$7K 65 +65 New
FF
340
FourThought Financial
Florida
$6K 55 -8 -13%
CA
341
Crewe Advisors
Utah
$6K 48 – –
ST
342
Smithfield Trust
Pennsylvania
$6K 50 – –
AF
343
Allworth Financial
California
$6K 56 +1 +2%
MCC
344
Money Concepts Capital
Florida
$6K 48 +13 +37%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$5K 44 +8 +22%
LC
346
Lindbrook Capital
California
$4K 39 – –
EARNEST Partners
347
EARNEST Partners
Georgia
$4K 39 – –
BIA
348
Bell Investment Advisors
California
$4K 37 +13 +54%
BAM
349
Bellevue Asset Management
Washington
$3K 30 +2 +7%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$3K 22 +9 +69%
12 13
14
15 16