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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 %
Balyasny Asset Management
401
Balyasny Asset Management
Illinois
– -$1.04M -8,713 Closed
DTL
402
Dynamic Technology Lab
Singapore
– -$899K -7,503 Closed
HF
403
HRT Financial
New York
– -$671K -5,600 Closed
AIM
404
Achmea Investment Management
Netherlands
– -$528K -4,700 Closed
AC
405
Allstate Corporation
Illinois
– -$476K -3,969 Closed
E
406
Ergoteles
New York
– -$469K -3,915 Closed
ICM
407
Irenic Capital Management
New York
– -$416K -3,471 Closed
PWS
408
Precision Wealth Strategies
Missouri
– -$391K -3,266 Closed
DT
409
Diversified Trust
Tennessee
– -$364K -3,038 Closed
MFS
410
Mirabella Financial Services
United Kingdom
– -$360K -3,006 Closed
MLIM
411
Mountain Lake Investment Management
Florida
– -$336K -2,800 Closed
Brown Advisory
412
Brown Advisory
Maryland
– -$241K -2,009 Closed
HSA
413
HBK Sorce Advisory
Pennsylvania
– -$208K -1,736 Closed
Rockefeller Capital Management
414
Rockefeller Capital Management
New York
– -$91K -761 Closed
CS
415
Comerica Securities
Michigan
– -$89.1K -743 Closed
PMEF
416
Point72 Middle East FZE
United Arab Emirates
– -$62.8K -524 Closed
ZB
417
Zions Bancorporation
Utah
– -$42.2K -352 Closed
NA
418
NewEdge Advisors
Louisiana
– -$29K -242 Closed
EI
419
Ellevest Inc
New York
– -$17K -142 Closed
GKIM
420
GW&K Investment Management
Massachusetts
– -$16K -132 Closed
3IP
421
3Chopt Investment Partners
Virginia
– -$15.6K -130 Closed
MCC
422
Money Concepts Capital
Florida
– -$4.67K -39 Closed
VCM
423
Vigilant Capital Management
Maine
– -$3K -21 Closed
GI
424
Gradient Investments
Minnesota
– -$599 -5 Closed
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