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HEICO Class A
HEI.A

Overview Fund Activity

394 hedge funds and large institutions have $9.95B invested in HEICO Class A in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 117 increasing their positions, 163 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.31%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
38
Increased
117
Reduced
163
Closed
31
Calls
$610K
Puts
$228K
Net Calls
+$382K
Net Calls Change
+$365K

Top Buyers

1
Barclays
Barclays
United Kingdom
$97.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$180M
3
GC
Gobi Capital
California
$71.3M
4
AC
Aristeia Capital
Connecticut
$31M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$26.7M

Top Sellers

1
Invesco
Invesco
Georgia
$815M
2
JFG
Jefferies Financial Group
New York
$23M
3
DDC
DF Dent & Co
Maryland
$186M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
351
Private Trust Company
Ohio
$9.65K -$7.2K -53 -43%
WTC
352
WhitTier Trust Company
Nevada
$9.24K -$679 -5 -7%
GRP
353
Global Retirement Partners
California
$8.88K – – –
TCWA
354
Ten Capital Wealth Advisors
Washington
$8.83K – – –
AF
355
Allworth Financial
California
$7.55K – – –
TPCW
356
TD Private Client Wealth
New York
$7.48K -$19K -140 -72%
BIA
357
Bell Investment Advisors
California
$7.2K +$1.63K +12 +29%
ST
358
Smithfield Trust
Pennsylvania
$7K – – –
HFS
359
Hantz Financial Services
Michigan
$7K – – –
FCA
360
FinTrust Capital Advisors
South Carolina
$6.71K – – –
BAM
361
Belpointe Asset Management
Nevada
$5.57K – – –
LC
362
Lindbrook Capital
California
$5.3K – – –
EARNEST Partners
363
EARNEST Partners
Georgia
$5.3K – – –
DAM
364
Delta Asset Management
Tennessee
$4.89K – – –
IA
365
IFP Advisors
Florida
$4.55K -$18.8K -248 -81%
BAM
366
Bellevue Asset Management
Washington
$4.48K +$272 +2 +6%
PFBT
367
Parkside Financial Bank & Trust
Missouri
$4.35K – – –
BWL
368
Bogart Wealth LLC
Virginia
$4.08K +$4.08K +30 New
GWS
369
Glassman Wealth Services
Virginia
$3.53K +$544 +4 +18%
CFB
370
Cullen/Frost Bankers
Texas
$3.4K +$3.4K +25 New
GBT
371
Grove Bank & Trust
Florida
$3.26K +$3.26K +24 New
BFEC
372
Benjamin F. Edwards & Company
Missouri
$3K – – –
QC
373
Quent Capital
New York
$2.99K – – –
TWA
374
TCI Wealth Advisors
Arizona
$2.72K +$136 +1 +5%
QCG
375
Quadrant Capital Group
Ohio
$2.45K – – –
13 14
15
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