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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 %
BFEC
376
Benjamin F. Edwards & Company
Missouri
$3K 21 – –
GWS
377
Glassman Wealth Services
Virginia
$2.64K 22 +3 +16%
QC
378
Quent Capital
New York
$2.64K 22 +22 New
TWA
379
TCI Wealth Advisors
Arizona
$2.28K 19 +7 +58%
QCG
380
Quadrant Capital Group
Ohio
$2.16K 18 – –
SC
381
Schubert & Co
Texas
$1.56K 13 -4 -24%
CPG
382
Cornerstone Planning Group
New Jersey
$1.51K 12 +12 New
CA
383
CoreCap Advisors
Michigan
$1.08K 9 +9 New
CAM
384
ClariVest Asset Management
California
$1K 7 – –
SIC
385
SJS Investment Consulting
Ohio
$839 7 +4 +133%
DI
386
Disciplined Investments
Oklahoma
$719 6 – –
AF
387
Advisornet Financial
Minnesota
$719 6 +6 New
GI
388
Gradient Investments
Minnesota
$599 5 +5 New
PA
389
Parallel Advisors
California
$479 4 – –
FFA
390
Farther Finance Advisors
California
$479 4 +4 New
DWA
391
Delos Wealth Advisors
Texas
$360 3 – –
TWD
392
True Wealth Design
Ohio
$120 1 +1 New
RWM
393
Ritholtz Wealth Management
New York
– – -47,172 Closed
Squarepoint
394
Squarepoint
New York
– – -41,784 Closed
TAF
395
Tredje AP-fonden
Sweden
– – -21,434 Closed
FRAF
396
Första AP-fonden
Sweden
– – -20,700 Closed
Robeco Institutional Asset Management
397
Robeco Institutional Asset Management
Netherlands
– – -10,118 Closed
FPAS
398
Focus Partners Advisor Solutions
Missouri
– – -5,258 Closed
FBCM
399
Fort Baker Capital Management
California
– – -5,082 Closed
YIH
400
Y-Intercept (HK)
Hong Kong
– – -3,448 Closed
13 14 15
16
17