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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MC
401
Meteora Capital
Florida
– – -20,060 Closed
SIAG
402
Safeguard Investment Advisory Group
California
– – -18,175 Closed
Squarepoint
403
Squarepoint
New York
– – -10,570 Closed
SAS
404
Stelac Advisory Services
New York
– – -3,909 Closed
VF
405
Virtu Financial
New York
– – -3,745 Closed
First Trust Advisors
406
First Trust Advisors
Illinois
– – -2,835 Closed
TSS
407
Two Sigma Securities
New York
– – -2,072 Closed
MFS
408
Mirabella Financial Services
United Kingdom
– – -2,028 Closed
Allianz Asset Management
409
Allianz Asset Management
Germany
– – -1,997 Closed
CWA
410
CM Wealth Advisors
Ohio
– – -1,809 Closed
SLWA
411
San Luis Wealth Advisors
California
– – -1,773 Closed
WAG
412
Wallace Advisory Group
California
– – -1,715 Closed
Balyasny Asset Management
413
Balyasny Asset Management
Illinois
– – -1,541 Closed
V
414
Veritable
Delaware
– – -1,508 Closed
CLOS
415
Compagnie Lombard Odier SCmA
Switzerland
– – -1,500 Closed
FA
416
FDx Advisors
Illinois
– – -1,464 Closed
CA
417
Cetera Advisors
Colorado
– – -1,445 Closed
Lazard Asset Management
418
Lazard Asset Management
New York
$0 6 -1,233 -100%
CFO
419
CVA Family Office
Colorado
– – -422 Closed
Skandinaviska Enskilda Banken (SEB)
420
Skandinaviska Enskilda Banken (SEB)
Sweden
– – -95 Closed
BFEC
421
Benjamin F. Edwards & Company
Missouri
– – -21 Closed
DI
422
Disciplined Investments
Oklahoma
– – -3 Closed
Simplex Trading
423
Simplex Trading
Illinois
– – – –
EAM
424
Erste Asset Management
Austria
– – – –
SFG
425
Steward Financial Group
Texas
$0 9 +9 New
13 14 15 16
17