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HEICO Class A
HEI.A

Overview Fund Activity

397 hedge funds and large institutions have $9.31B invested in HEICO Class A in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 132 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.33%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
35
Increased
144
Reduced
132
Closed
26
Calls
$2.49M
Puts
$1.82M
Net Calls
+$670K
Net Calls Change
-$2.96M

Top Buyers

1
A
1
AustralianSuper
Australia
$110M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$1.22B
3
Citadel Advisors
3
Citadel Advisors
Florida
$51.3M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$33.1M
5
Capital International Investors
5
Capital International Investors
California
$77.6M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$296K
2
JFG
2
Jefferies Financial Group
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$645M
4
Invesco
4
Invesco
Georgia
$444M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
351
Spire Wealth Management
Virginia
$9.95K – – –
AF
352
Allworth Financial
California
$9.77K +$2.57K +20 +36%
PTC
353
Private Trust Company
Ohio
$9.18K – – –
WTC
354
WhitTier Trust Company
Nevada
$8.79K – – –
GRP
355
Global Retirement Partners
California
$8.34K – – –
HFS
356
Hantz Financial Services
Michigan
$7K – – –
OP
357
ORG Partners
Indiana
$6.97K -$1.03K -8 -13%
ST
358
Smithfield Trust
Pennsylvania
$6K – – –
BIA
359
Bell Investment Advisors
California
$5.82K -$517 -4 -8%
SCA
360
Stonebridge Capital Advisors
Minnesota
$5.43K – – –
LC
361
Lindbrook Capital
California
$5.04K – – –
EARNEST Partners
362
EARNEST Partners
Georgia
$5.04K – – –
IA
363
IFP Advisors
Florida
$5.04K -$2.71K -21 -35%
DAM
364
Delta Asset Management
Tennessee
$4.65K – – –
BAM
365
Bellevue Asset Management
Washington
$4.65K +$129 +1 +3%
FCA
366
FinTrust Capital Advisors
South Carolina
$4.39K -$2.84K -22 -39%
TPCW
367
TD Private Client Wealth
New York
$4.39K -$2.71K -21 -38%
PFBT
368
Parkside Financial Bank & Trust
Missouri
$4.14K – – –
BWL
369
Bogart Wealth LLC
Virginia
$3.88K – – –
GWS
370
Glassman Wealth Services
Virginia
$3.23K – – –
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$3.1K -$5.81K -45 -65%
CFB
372
Cullen/Frost Bankers
Texas
$3.1K – – –
QC
373
Quent Capital
New York
$2.84K – – –
SS
374
Sunbelt Securities
Texas
$2.84K +$2.84K +22 New
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$2.58K -$4.65K -36 -64%
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15
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