HEI.A icon

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 %
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$2.45K -$544 -4 -18%
AIP
377
Ahrens Investment Partners
Louisiana
$1.36K +$1.36K +10 New
IGWM
378
ICA Group Wealth Management
Colorado
$1.36K +$1.36K +10 New
SC
379
Schubert & Co
Texas
$1.09K -$680 -5 -38%
AF
380
Advisornet Financial
Minnesota
$1.09K +$272 +2 +33%
CAM
381
ClariVest Asset Management
California
$1K – – –
PCM
382
Penserra Capital Management
California
$1K – – –
CA
383
Centerpoint Advisors
Massachusetts
$1K +$1K +9 New
AAS
384
Ameritas Advisory Services
Nebraska
$883 +$883 +7 New
SIC
385
SJS Investment Consulting
Ohio
$816 -$136 -1 -14%
BAAM
386
Baker Avenue Asset Management
California
$680 +$680 +5 New
FFA
387
Farther Finance Advisors
California
$544 – – –
PA
388
Parallel Advisors
California
$544 – – –
Commonwealth Equity Services
389
Commonwealth Equity Services
Massachusetts
$494 -$41 -299 -8%
DI
390
Disciplined Investments
Oklahoma
$408 -$408 -3 -50%
DWA
391
Delos Wealth Advisors
Texas
$408 – – –
TWD
392
True Wealth Design
Ohio
$136 – – –
BA
393
Bellwether Advisors
Nebraska
$135 +$135 +1 New
TC
394
TwinBeech Capital
New York
– -$6.41M -53,523 Closed
Tudor Investment Corp
395
Tudor Investment Corp
Connecticut
– -$5.33M -44,429 Closed
SCM
396
Segantii Capital Management
Hong Kong
– -$1.44M -12,000 Closed
TCM
397
Teza Capital Management
Illinois
– -$1.15M -9,625 Closed
PAS
398
Park Avenue Securities
New York
– -$1.13M -9,444 Closed
EGM
399
Engineers Gate Manager
New York
– -$1.09M -9,053 Closed
Man Group
400
Man Group
United Kingdom
– -$1.07M -8,888 Closed
13 14 15
16
17