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HEICO Class A
HEI.A

Overview Fund Activity

393 hedge funds and large institutions have $9.43B invested in HEICO Class A in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 125 reducing their positions, and 27 closing their positions.

Holders
393
Holders Change
+29
Holders Change %
+7.97%
% of All Funds
6.34%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
62
Increased
145
Reduced
125
Closed
27
Calls
$534K
Puts
$517K
Net Calls
+$17K
Net Calls Change
-$25K

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.41B
2
JFG
2
Jefferies Financial Group
New York
$70.7M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$89.8M
4
Bank of America
4
Bank of America
North Carolina
$121M
5
WCM Investment Management
5
WCM Investment Management
California
$308M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$168M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$645M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$152K
4
Deutsche Bank
4
Deutsche Bank
Germany
$13.7M
5
GC
5
Gobi Capital
California
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PMFA
326
Plante Moran Financial Advisors
Michigan
$61.7K 515 +6 +1%
WT
327
Whittier Trust
California
$61.4K 512 – –
EWA
328
EverSource Wealth Advisors
Alabama
$61K 509 -137 -21%
National Bank of Canada
329
National Bank of Canada
Quebec, Canada
$60.6K 506 -40,008 -99%
SOW
330
State of Wyoming
Wyoming
$55.9K 466 +5 +1%
SWM
331
Spire Wealth Management
Virginia
$54K 452 -39 -8%
CFO
332
CVA Family Office
Colorado
$50.6K 422 – –
ZB
333
Zions Bancorporation
Utah
$42.2K 352 +352 New
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$42K 348 +62 +22%
TRCT
335
Tower Research Capital (TRC)
New York
$37K 304 -7,749 -96%
IA
336
IFP Advisors
Florida
$34K 308 +50 +19%
Dimensional Fund Advisors
337
Dimensional Fund Advisors
Texas
$32.9K 274,813 -9,307 -3%
NA
338
NewEdge Advisors
Louisiana
$29K 242 +242 New
MCM
339
MV Capital Management
Maryland
$28.4K 237 – –
SPIA
340
Steward Partners Investment Advisory
New York
$26.4K 220 -210 -49%
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$25K 209 +116 +125%
HI
342
Harbour Investments
Wisconsin
$24.4K 204 -40 -16%
S
343
SignatureFD
Georgia
$24.3K 203 – –
TPCW
344
TD Private Client Wealth
New York
$23.4K 195 -2 -1%
PPC
345
Park Place Capital
Alabama
$19K 155 +155 New
CSPIA
346
Cary Street Partners Investment Advisory
Virginia
$18K 150 +150 New
CCA
347
Column Capital Advisors
Indiana
$18K 150 +150 New
EI
348
Ellevest Inc
New York
$17K 142 – –
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$16.3K 136 -247 -64%
HFM
350
Harvest Fund Management
China
$16K 131 – –
12 13
14
15 16