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HEICO Class A
HEI.A

Overview Fund Activity

390 hedge funds and large institutions have $10B invested in HEICO Class A in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 152 reducing their positions, and 36 closing their positions.

Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
6.15%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
33
Increased
115
Reduced
152
Closed
36
Calls
$4.88M
Puts
$1.24M
Net Calls
+$3.63M
Net Calls Change
+$3.25M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.24B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$220M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$214M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$33.9M
5
NC
5
Nekton Capital
United Kingdom
$22.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$510M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$109M
3
Amundi
3
Amundi
France
$16.6M
4
AC
4
Aristeia Capital
Connecticut
$10.9M
5
VVP
5
Vulcan Value Partners
Alabama
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Gobi Capital
California
$73.8M 524,705 – –
QCMNJ
27
Quantum Capital Management (New Jersey)
New Jersey
$70M 497,535 -21,297 -4%
Millennium Management
28
Millennium Management
New York
$68.6M 487,933 -37,221 -7%
Victory Capital Management
29
Victory Capital Management
Texas
$67.1M 477,380 +72,669 +18%
SIC
30
Schwartz Investment Counsel
Michigan
$67M 476,497 – –
Northern Trust
31
Northern Trust
Illinois
$66.9M 475,548 -37,574 -7%
Capital International Investors
32
Capital International Investors
California
$64.1M 456,120 -53,494 -10%
Morgan Stanley
33
Morgan Stanley
New York
$62.2M 442,472 +53,330 +14%
SHCM
34
Silver Heights Capital Management
Ontario, Canada
$58.3M 414,648 -343 -0.1%
RJA
35
Raymond James & Associates
Florida
$58.1M 413,408 +17,516 +4%
Legal & General Group
36
Legal & General Group
United Kingdom
$54.3M 386,373 +8,276 +2%
MG
37
Markel Group
Virginia
$53.4M 379,644 +9,000 +2%
Wells Fargo
38
Wells Fargo
California
$53.1M 377,934 -64,918 -15%
FAM
39
Fenimore Asset Management
New York
$47.8M 340,152 +578 +0.2%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$45.1M 320,951 -8,663 -3%
BAMCO Inc
41
BAMCO Inc
New York
$44.4M 315,840 +54,980 +21%
Stifel Financial
42
Stifel Financial
Missouri
$42.9M 304,925 -8,746 -3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$39M 277,586 -4,402 -2%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$38.2M 271,964 +3,000 +1%
Charles Schwab
45
Charles Schwab
California
$38M 270,293 -3,562 -1%
Goldman Sachs
46
Goldman Sachs
New York
$38M 270,175 +36,074 +15%
Swiss National Bank
47
Swiss National Bank
Switzerland
$37.6M 267,295 -25,100 -9%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$33.9M 191,624 +143,606 +299%
UBS AM
49
UBS AM
Illinois
$33.5M 246,696 – –
Nuveen Asset Management
50
Nuveen Asset Management
Illinois
$33.1M 235,272 -3,567 -1%
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