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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 %
BWL
401
Bogart Wealth LLC
Virginia
$4.62K – – –
MAM
402
Meeder Asset Management
Ohio
$4.62K +$4.62K +30 New
SAM
403
Smartleaf Asset Management
Massachusetts
$4.53K +$4.53K +29 New
SC
404
SouthState Corp
Florida
$4.46K +$4.46K +29 New
FPB
405
First PREMIER Bank
South Dakota
$4K +$4K +24 New
CCM
406
Chilton Capital Management
Texas
$3.85K – – –
CFB
407
Cullen/Frost Bankers
Texas
$3.7K – – –
SS
408
Sunbelt Securities
Texas
$3.39K – – –
QC
409
Quent Capital
New York
$3.39K – – –
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$3.08K – – –
QCG
411
Quadrant Capital Group
Ohio
$2.77K – – –
CPG
412
Cornerstone Planning Group
New Jersey
$2.37K – – –
CAM
413
ClariVest Asset Management
California
$2.16K +$1.08K +7 +100%
AF
414
Advisornet Financial
Minnesota
$1.54K -$308 -2 -17%
CFGS
415
Concourse Financial Group Securities
Alabama
$1.39K -$633K -4,114 -100%
CA
416
CoreCap Advisors
Michigan
$1.39K +$1.39K +9 New
UB
417
UMB Bank
Missouri
$1.08K – – –
RFS
418
Richardson Financial Services
Massachusetts
$1.08K +$1.08K +7 New
OP
419
ORG Partners
Indiana
$1.07K – – –
AW
420
Avion Wealth
Texas
$1K -$1K -4 -50%
PCM
421
Penserra Capital Management
California
$1K – – –
PWMG
422
Private Wealth Management Group
New Jersey
$924 – – –
SIC
423
SJS Investment Consulting
Ohio
$924 – – –
DPW
424
DiNuzzo Private Wealth
Pennsylvania
$770 – – –
TWD
425
True Wealth Design
Ohio
$308 +$154 +1 +100%
15 16
17
18 19