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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 %
GKIM
351
GW&K Investment Management
Massachusetts
$16K 132 +132 New
3IP
352
3Chopt Investment Partners
Virginia
$15.6K 130 +130 New
PTC
353
Private Trust Company
Ohio
$15K 124 -61 -33%
Skandinaviska Enskilda Banken (SEB)
354
Skandinaviska Enskilda Banken (SEB)
Sweden
$13K 109 -96 -47%
RTC
355
Riverview Trust Company
Washington
$13K 105 +105 New
CAL
356
Capital Advisors Ltd
Ohio
$12K 101 -1 -1%
EWM
357
Endurance Wealth Management
Rhode Island
$12K 100 +100 New
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$10.5K 88 +44 +100%
WTC
359
WhitTier Trust Company
Nevada
$8.75K 73 -757 -91%
TCWA
360
Ten Capital Wealth Advisors
Washington
$7.79K 65 – –
GRP
361
Global Retirement Partners
California
$7.79K 65 +7 +12%
FCA
362
FinTrust Capital Advisors
South Carolina
$6.71K 56 – –
AF
363
Allworth Financial
California
$6.65K 56 – –
ST
364
Smithfield Trust
Pennsylvania
$6K 50 – –
HFS
365
Hantz Financial Services
Michigan
$6K 54 +54 New
BIA
366
Bell Investment Advisors
California
$4.91K 41 +4 +11%
BAM
367
Belpointe Asset Management
Nevada
$4.91K 41 +41 New
MCC
368
Money Concepts Capital
Florida
$4.67K 39 -9 -19%
EARNEST Partners
369
EARNEST Partners
Georgia
$4.67K 39 – –
LC
370
Lindbrook Capital
California
$4.67K 39 – –
DAM
371
Delta Asset Management
Tennessee
$4.32K 36 +36 New
PFBT
372
Parkside Financial Bank & Trust
Missouri
$3.84K 32 +4 +14%
BAM
373
Bellevue Asset Management
Washington
$3.67K 31 +1 +3%
VCM
374
Vigilant Capital Management
Maine
$3K 21 -71 -77%
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$3K 22 – –
13 14
15
16 17