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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 %
AWM
426
Abound Wealth Management
Tennessee
$155 – – –
TFM
427
TFC Financial Management
Massachusetts
$154 +$154 +1 New
AWM
428
Avior Wealth Management
Nebraska
$153 +$153 +1 New
FIA
429
FNY Investment Advisers
New York
$64 -$151 -988 -70%
WCM Investment Management
430
WCM Investment Management
California
– -$207M -1,452,390 Closed
CU
431
CQS (US)
New York
– -$12.1M -84,749 Closed
MAM
432
Miria Asset Management
Malta
– -$9.98M -70,030 Closed
SSA
433
Schonfeld Strategic Advisors
New York
– -$6.02M -42,246 Closed
DIGDR
434
Dynamo Internacional Gestao de Recursos
Brazil
– -$3.28M -23,047 Closed
WMSA
435
Weiss Multi-Strategy Advisers
New York
– -$2.8M -19,662 Closed
OTL
436
Oak Thistle LLC
New York
– -$1.35M -9,466 Closed
BOSSRA
437
B.O.S.S. Retirement Advisors
Utah
– -$1.35M -9,452 Closed
CC
438
Centiva Capital
New York
– -$1.04M -6,539 Closed
BCM
439
Bayesian Capital Management
New York
– -$878K -6,164 Closed
AIA
440
Alera Investment Advisors
Illinois
– -$636K -4,465 Closed
TFS
441
Thoroughbred Financial Services
Tennessee
– -$388K -2,724 Closed
EFG
442
Embree Financial Group
Illinois
– -$356K -2,500 Closed
LCWP
443
Legacy Capital Wealth Partners
Arkansas
– -$349K -2,451 Closed
Thrivent Financial for Lutherans
444
Thrivent Financial for Lutherans
Minnesota
– -$337K -2,366 Closed
O
445
Ossiam
France
– -$318K -2,236 Closed
SEC
446
Seven Eight Capital
New York
– -$289K -2,026 Closed
DTL
447
Dynamic Technology Lab
Singapore
– -$283K -1,990 Closed
Marshall Wace
448
Marshall Wace
United Kingdom
– -$271K -1,900 Closed
TSS
449
Two Sigma Securities
New York
– -$234K -1,641 Closed
PFA
450
Peak Financial Advisors
Colorado
– -$233K -1,637 Closed
15 16 17
18
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