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HEICO Class A
HEI.A

Overview Fund Activity

359 hedge funds and large institutions have $8.61B invested in HEICO Class A in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 147 increasing their positions, 116 reducing their positions, and 38 closing their positions.

Holders
359
Holders Change
-9
Holders Change %
-2.45%
% of All Funds
6.07%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
34
Increased
147
Reduced
116
Closed
38
Calls
$378K
Puts
–
Net Calls
+$378K
Net Calls Change
-$7.46M

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.65B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$751M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$572M
4
JG
4
Jefferies Group
New York
$52.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$123M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$314M
2
GC
2
Gobi Capital
California
$35.3M
3
Jane Street
3
Jane Street
New York
$0
4
WCM Investment Management
4
WCM Investment Management
California
$227M
5
FBCM
5
Fort Baker Capital Management
California
$9.72M
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
376
HBK Sorce Advisory
Pennsylvania
– – -1,635 Closed
XT
377
XTX Topco
Cayman Islands
– – -1,632 Closed
PP
378
Prudential plc
United Kingdom
– – -1,207 Closed
Nomura Holdings
379
Nomura Holdings
Japan
– – -985 Closed
AG
380
AIA Group
Hong Kong
– – -367 Closed
WTA
381
Washington Trust Advisors
Massachusetts
– – -365 Closed
FAG
382
Fortitude Advisory Group
Washington
– – -228 Closed
CA
383
Clearstead Advisors
Ohio
– – -115 Closed
T
384
TCWP
Ohio
– – -110 Closed
FPS
385
Fieldpoint Private Securities
Connecticut
– – -92 Closed
MA
386
MUFG Americas
New York
– – -61 Closed
JWA
387
JFS Wealth Advisors
Pennsylvania
– – -22 Closed
BA
388
Bellwether Advisors
Nebraska
– – -18 Closed
CAAS
389
Capital Asset Advisory Services
Michigan
– – -12 Closed
Koshinski Asset Management
390
Koshinski Asset Management
Illinois
– – -11 Closed
CI
391
Cordant Inc
Oregon
– – -11 Closed
MCM
392
Manchester Capital Management
Vermont
– – -7 Closed
CFB
393
Cullen/Frost Bankers
Texas
– – -5 Closed
DI
394
Disciplined Investments
Oklahoma
$0 4 -1 -20%
EAM
395
Erste Asset Management
Austria
– – – –
C
396
Covestor
United Kingdom
– – – –
SIS
397
Sound Income Strategies
Florida
$0 4 – –
Simplex Trading
398
Simplex Trading
Illinois
– – – –
SFG
399
Steward Financial Group
Texas
$0 3 +3 New
OLVIG
400
Oliver Lagore Vanvalin Investment Group
Michigan
$0 4 +4 New
12 13 14 15
16