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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 %
GRP
376
Global Retirement Partners
California
$15.2K – – –
SN
377
Sittner & Nelson
Oregon
$13.7K – – –
CA
378
Continuum Advisory
Idaho
$12.9K +$12.9K +76 New
CAM
379
Close Asset Management
United Kingdom
$12K – – –
WTC
380
WhitTier Trust Company
Nevada
$10.5K – – –
MG
381
Mather Group
Illinois
$9.83K +$9.83K +69 New
EBA
382
Eagle Bay Advisors
New York
$9.54K -$1.54K -10 -14%
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$9.24K -$18.6K -121 -67%
AF
384
Allworth Financial
California
$8.87K +$306 +2 +4%
PA
385
Parallel Advisors
California
$8.47K +$7.39K +48 +686%
ST
386
Smithfield Trust
Pennsylvania
$8K – – –
EWA
387
EverSource Wealth Advisors
Alabama
$7.46K +$4.15K +25 +125%
CA
388
Crewe Advisors
Utah
$7.08K +$7.08K +46 New
IA
389
IFP Advisors
Florida
$6.31K +$154 +1 +3%
BIA
390
Bell Investment Advisors
California
$6.16K – – –
LC
391
Lindbrook Capital
California
$6K – – –
OC
392
Oakworth Capital
Alabama
$5.85K – – –
BAM
393
Bellevue Asset Management
Washington
$5.85K +$154 +1 +3%
PFBT
394
Parkside Financial Bank & Trust
Missouri
$5.54K – – –
DAM
395
Delta Asset Management
Tennessee
$5.54K -$462 -3 -8%
FWM
396
FSA Wealth Management
Massachusetts
$5.54K – – –
FG
397
Fairman Group
Pennsylvania
$5.54K – – –
BTI
398
Blue Trust Inc
Georgia
$5.39K +$3.08K +20 +133%
VNA
399
Valley National Advisers
Pennsylvania
$5K +$2.86K +20 +133%
FCA
400
FinTrust Capital Advisors
South Carolina
$4.62K – – –
14 15
16
17 18