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HEICO Class A
HEI.A

Overview Fund Activity

359 hedge funds and large institutions have $8.61B invested in HEICO Class A in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 147 increasing their positions, 116 reducing their positions, and 38 closing their positions.

Holders
359
Holders Change
-9
Holders Change %
-2.45%
% of All Funds
6.07%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
34
Increased
147
Reduced
116
Closed
38
Calls
$378K
Puts
–
Net Calls
+$378K
Net Calls Change
-$7.46M

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.65B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$751M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$572M
4
JG
4
Jefferies Group
New York
$52.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$123M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$314M
2
GC
2
Gobi Capital
California
$35.3M
3
Jane Street
3
Jane Street
New York
$0
4
WCM Investment Management
4
WCM Investment Management
California
$227M
5
FBCM
5
Fort Baker Capital Management
California
$9.72M
Name Market Value Shares Shares
Change 		Shares
Change %
JG
26
Jefferies Group
New York
$52.9M 501,724 +166,996 +50%
Ensign Peak Advisors
27
Ensign Peak Advisors
Utah
$51.9M 492,242 -85,887 -15%
SIC
28
Schwartz Investment Counsel
Michigan
$50.2M 476,497 -42,499 -8%
Wells Fargo
29
Wells Fargo
California
$45.8M 434,675 +23,397 +6%
Millennium Management
30
Millennium Management
New York
$45.2M 429,368 +25,282 +6%
RJA
31
Raymond James & Associates
Florida
$45M 427,124 -10,027 -2%
SHCM
32
Silver Heights Capital Management
Ontario, Canada
$44.3M 420,393 +1,273 +0.3%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$43.8M 415,262 +1,741 +0.4%
Legal & General Group
34
Legal & General Group
United Kingdom
$43.1M 408,933 +4,528 +1%
Morgan Stanley
35
Morgan Stanley
New York
$42.4M 402,364 +124,139 +45%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$39.4M 373,927 -4,094 -1%
MG
37
Markel Group
Virginia
$36.2M 343,144 – –
GC
38
Gobi Capital
California
$35.3M 334,800 -569,130 -63%
FAM
39
Fenimore Asset Management
New York
$35M 332,056 +310 +0.1%
Stifel Financial
40
Stifel Financial
Missouri
$34.7M 329,062 -8,373 -2%
Swiss National Bank
41
Swiss National Bank
Switzerland
$33.5M 317,723 +1,400 +0.4%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$30.8M 292,153 -108,849 -27%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$29.9M 283,296 -20,513 -7%
Goldman Sachs
44
Goldman Sachs
New York
$29.1M 276,162 -18,502 -6%
Charles Schwab
45
Charles Schwab
California
$28.6M 271,327 +10,370 +4%
UBS AM
46
UBS AM
Illinois
$28.2M 267,756 +40,119 +18%
PCM
47
Palisade Capital Management
New Jersey
$27.2M 257,737 -6,449 -2%
BAMCO Inc
48
BAMCO Inc
New York
$27.1M 257,339 +1,187 +0.5%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$27M 255,800 -6,690 -3%
Truist Financial
50
Truist Financial
North Carolina
$26.8M 254,348 -26,095 -9%
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