HEI.A icon

HEICO Class A
HEI.A

Overview Fund Activity

429 hedge funds and large institutions have $11.6B invested in HEICO Class A in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 168 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
41
Increased
168
Reduced
138
Closed
37
Calls
$4.33M
Puts
$2.11M
Net Calls
+$2.22M
Net Calls Change
-$43K

Top Buyers

1
Invesco
Invesco
Georgia
+$465M
2
Principal Financial Group
Principal Financial Group
Iowa
+$101M
3
Capital International Investors
Capital International Investors
California
+$69.5M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$52.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.2M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$207M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$57.7M
3
Morgan Stanley
Morgan Stanley
New York
-$52.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$30.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
351
VisionPoint Advisory Group
Texas
$73.4K +$27.6K +179 +60%
CFO
352
CVA Family Office
Colorado
$65K – – –
GM
353
GeoWealth Management
Illinois
$64.7K -$77.7K -505 -55%
C
354
Covestor
United Kingdom
$62K -$13.3K -87 -18%
SWM
355
Spire Wealth Management
Virginia
$56.5K +$44.6K +290 +377%
PAS
356
Point72 Asia (Singapore)
Singapore
$52.2K +$52.2K +339 New
WT
357
Whittier Trust
California
$50.6K – – –
HWA
358
Heritage Wealth Advisors
Virginia
$44.8K – – –
SPIA
359
Steward Partners Investment Advisory
New York
$41.3K +$7.39K +48 +22%
ECM
360
ExodusPoint Capital Management
New York
$38K +$38K +250 New
MCM
361
MV Capital Management
Maryland
$36.5K – – –
BFEC
362
Benjamin F. Edwards & Company
Missouri
$32K +$32K +208 New
S
363
SignatureFD
Georgia
$31.2K +$3.08K +20 +11%
OLVIG
364
Oliver Lagore Vanvalin Investment Group
Michigan
$30.3K +$8.93K +58 +42%
SWS
365
SYSTM Wealth Solutions
Illinois
$28.7K – – –
PPC
366
Park Place Capital
Alabama
$23.9K – – –
FFA
367
Farther Finance Advisors
California
$21K +$2.28K +15 +12%
KFS
368
Kelly Financial Services
Massachusetts
$20K -$39.2K -255 -66%
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$18.9K -$12.5K -81 -40%
FFA
370
Frazier Financial Advisors
Ohio
$18.5K +$18.5K +120 New
CA
371
Clearstead Advisors
Ohio
$18.1K – – –
S
372
Sachetta
Massachusetts
$17.8K – – –
RTC
373
Riverview Trust Company
Washington
$16.2K +$16.2K +105 New
CAL
374
Capital Advisors Ltd
Ohio
$16K +$755 +5 +5%
RIL
375
Rothschild Investment LLC
Illinois
$15.4K – – –
13 14
15
16 17