HEI.A icon

HEICO Class A
HEI.A

Overview Fund Activity

397 hedge funds and large institutions have $9.31B invested in HEICO Class A in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 132 reducing their positions, and 26 closing their positions.

Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.33%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
35
Increased
144
Reduced
132
Closed
26
Calls
$2.49M
Puts
$1.82M
Net Calls
+$670K
Net Calls Change
-$2.96M

Top Buyers

1
A
1
AustralianSuper
Australia
$110M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$1.22B
3
Citadel Advisors
3
Citadel Advisors
Florida
$51.3M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$33.1M
5
Capital International Investors
5
Capital International Investors
California
$77.6M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$296K
2
JFG
2
Jefferies Financial Group
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$645M
4
Invesco
4
Invesco
Georgia
$444M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$173M
Name Market Value Shares Shares
Change 		Shares
Change %
SIMG
26
Stephens Investment Management Group
Texas
$75.8M 586,813 +4,248 +0.7%
Millennium Management
27
Millennium Management
New York
$74.2M 574,161 +86,228 +18%
GC
28
Gobi Capital
California
$67.8M 524,705 – –
Northern Trust
29
Northern Trust
Illinois
$66.1M 511,282 +35,734 +8%
QCMNJ
30
Quantum Capital Management (New Jersey)
New Jersey
$63.3M 489,979 -7,556 -2%
SIC
31
Schwartz Investment Counsel
Michigan
$61.6M 476,497 – –
Ensign Peak Advisors
32
Ensign Peak Advisors
Utah
$61.1M 472,891 -69,019 -13%
Morgan Stanley
33
Morgan Stanley
New York
$58.1M 449,459 +6,987 +2%
RJA
34
Raymond James & Associates
Florida
$56.4M 436,710 +23,302 +6%
Victory Capital Management
35
Victory Capital Management
Texas
$56.3M 435,564 -41,816 -9%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$53.9M 417,274 +139,688 +50%
SHCM
37
Silver Heights Capital Management
Ontario, Canada
$53.5M 414,218 -430 -0.1%
Citadel Advisors
38
Citadel Advisors
Florida
$51.3M 397,203 +370,308 +1,377%
Wells Fargo
39
Wells Fargo
California
$49.4M 382,048 +4,114 +1%
MG
40
Markel Group
Virginia
$49.1M 379,644 – –
Legal & General Group
41
Legal & General Group
United Kingdom
$48.2M 372,763 -13,610 -4%
FAM
42
Fenimore Asset Management
New York
$44.1M 341,501 +1,349 +0.4%
Stifel Financial
43
Stifel Financial
Missouri
$42.2M 326,330 +21,405 +7%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$41.5M 321,225 +274 +0.1%
BAMCO Inc
45
BAMCO Inc
New York
$39.4M 304,959 -10,881 -3%
UBS AM
46
UBS AM
Illinois
$39.2M 303,158 +56,462 +23%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$35.2M 272,332 +368 +0.1%
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$33.1M 256,153 +256,153 New
Goldman Sachs
49
Goldman Sachs
New York
$32M 247,824 -22,351 -8%
Swiss National Bank
50
Swiss National Bank
Switzerland
$30.8M 238,195 -29,100 -11%
1
2
3 4 5