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HEICO Class A
HEI.A

Overview Fund Activity

364 hedge funds and large institutions have $8.92B invested in HEICO Class A in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 137 increasing their positions, 128 reducing their positions, and 34 closing their positions.

Holders
364
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
6.29%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
40
Increased
137
Reduced
128
Closed
34
Calls
$387K
Puts
$345K
Net Calls
+$42K
Net Calls Change
-$336K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$58.4M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$865M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$660M
4
WCM Investment Management
4
WCM Investment Management
California
$279M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$45.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.23B
2
BlackRock
2
BlackRock
New York
$567M
3
VVP
3
Vulcan Value Partners
Alabama
$256M
4
WA
4
Wasatch Advisors
Utah
$209K
5
FAM
5
Fred Alger Management
New York
$97M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$61.5M 536,791 -57,653 -10%
Capital International Investors
27
Capital International Investors
California
$59.8M 521,839 -23,682 -4%
Victory Capital Management
28
Victory Capital Management
Texas
$58.4M 509,269 +498,970 +4,845%
Ensign Peak Advisors
29
Ensign Peak Advisors
Utah
$55.3M 482,116 -10,126 -2%
SIC
30
Schwartz Investment Counsel
Michigan
$54.6M 476,497 – –
Wells Fargo
31
Wells Fargo
California
$50.2M 437,783 +3,108 +0.7%
SHCM
32
Silver Heights Capital Management
Ontario, Canada
$48.4M 422,619 +2,226 +0.5%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$47.3M 413,034 -2,228 -0.5%
Morgan Stanley
34
Morgan Stanley
New York
$46.2M 403,454 +1,090 +0.3%
RJA
35
Raymond James & Associates
Florida
$46.1M 402,118 -25,006 -6%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$45.5M 396,536 +245,390 +162%
Legal & General Group
37
Legal & General Group
United Kingdom
$43.1M 375,628 -33,305 -8%
GC
38
Gobi Capital
California
$42.4M 369,997 +35,197 +11%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$41.1M 358,603 -15,324 -4%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$40.8M 355,683 +63,530 +22%
MG
41
Markel Group
Virginia
$39.3M 343,144 – –
FAM
42
Fenimore Asset Management
New York
$38.4M 335,320 +3,264 +1%
Stifel Financial
43
Stifel Financial
Missouri
$36.8M 321,479 -7,583 -2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$36.3M 317,123 -600 -0.2%
Goldman Sachs
45
Goldman Sachs
New York
$33.2M 289,865 +13,703 +5%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$32.6M 284,120 +824 +0.3%
Charles Schwab
47
Charles Schwab
California
$30.4M 265,368 -5,959 -2%
BAMCO Inc
48
BAMCO Inc
New York
$29.5M 257,611 +272 +0.1%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$29.3M 255,748 +173,305 +210%
PCM
50
Palisade Capital Management
New Jersey
$29.2M 255,065 -2,672 -1%
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