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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 %
EWA
376
EverSource Wealth Advisors
Alabama
$2.52K +$252 +2 +11%
QCG
377
Quadrant Capital Group
Ohio
$2.33K – – –
AssetMark Inc
378
AssetMark Inc
California
$2.33K +$2.33K +18 New
PA
379
Parallel Advisors
California
$2.07K +$1.55K +12 +300%
BTI
380
Blue Trust Inc
Georgia
$2K +$2K +17 New
UB
381
UMB Bank
Missouri
$1.94K +$904 +7 +88%
CPG
382
Cornerstone Planning Group
New Jersey
$1.81K +$258 +2 +17%
FFA
383
Farther Finance Advisors
California
$1.14K +$631 +5 +125%
RCM
384
Raleigh Capital Management
North Carolina
$1.08K +$1.08K +8 New
AF
385
Advisornet Financial
Minnesota
$1.03K +$259 +2 +33%
CAM
386
ClariVest Asset Management
California
$1K – – –
CA
387
Centerpoint Advisors
Massachusetts
$1K – – –
AW
388
Avion Wealth
Texas
$1K – – –
PCM
389
Penserra Capital Management
California
$1K +$333 +4 +50%
GI
390
Gradient Investments
Minnesota
$775 -$1.29K -10 -63%
SIC
391
SJS Investment Consulting
Ohio
$647 – – –
DWA
392
Delos Wealth Advisors
Texas
$407 – – –
M
393
MOTCO
Texas
$258 – – –
AWM
394
Abound Wealth Management
Tennessee
$130 – – –
TWD
395
True Wealth Design
Ohio
$130 – – –
JFG
396
Jefferies Financial Group
New York
– -$26.4M -187,769 Closed
AC
397
Aristeia Capital
Connecticut
– -$10.9M -77,720 Closed
Swedbank
398
Swedbank
Sweden
– -$4.47M -31,816 Closed
VRS
399
Virginia Retirement Systems
Virginia
– -$3.99M -28,399 Closed
ACM
400
Atika Capital Management
New York
– -$3.66M -26,016 Closed
13 14 15
16
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