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HEICO Class A
HEI.A

Overview Fund Activity

427 hedge funds and large institutions have $10.3B invested in HEICO Class A in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 143 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
+30
Holders Change %
+7.56%
% of All Funds
6.26%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
63
Increased
143
Reduced
143
Closed
28
Calls
$3.4M
Puts
$1.14M
Net Calls
+$2.26M
Net Calls Change
+$1.59M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.45B
2
A
2
AustralianSuper
Australia
$167M
3
FAM
3
Fred Alger Management
New York
$154M
4
Morgan Stanley
4
Morgan Stanley
New York
$102M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$248M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$207M
2
Invesco
2
Invesco
Georgia
$432M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$153M
4
ESCM
4
Echo Street Capital Management
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMG
26
Stephens Investment Management Group
Texas
$81.8M -$1.78M -12,508 -2%
Capital International Investors
27
Capital International Investors
California
$77.3M -$8.31M -58,351 -10%
GC
28
Gobi Capital
California
$74.7M – – –
RJA
29
Raymond James & Associates
Florida
$70.8M +$8.64M +60,664 +14%
Northern Trust
30
Northern Trust
Illinois
$70.6M -$2.21M -15,516 -3%
Millennium Management
31
Millennium Management
New York
$68M -$13.8M -96,752 -17%
QCMNJ
32
Quantum Capital Management (New Jersey)
New Jersey
$67.9M -$1.92M -13,450 -3%
SIC
33
Schwartz Investment Counsel
Michigan
$67.9M – – –
Ensign Peak Advisors
34
Ensign Peak Advisors
Utah
$62.5M -$4.91M -34,443 -7%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$60.6M +$1.21M +8,494 +2%
SHCM
36
Silver Heights Capital Management
Ontario, Canada
$59.6M +$592K +4,159 +1%
Wells Fargo
37
Wells Fargo
California
$56.3M +$1.86M +13,076 +3%
MG
38
Markel Group
Virginia
$54.1M – – –
Legal & General Group
39
Legal & General Group
United Kingdom
$52.1M -$1.04M -7,307 -2%
Victory Capital Management
40
Victory Capital Management
Texas
$48.6M -$13.4M -94,243 -22%
FAM
41
Fenimore Asset Management
New York
$48.5M -$97.1K -682 -0.2%
Stifel Financial
42
Stifel Financial
Missouri
$47.3M +$787K +5,526 +2%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$46.6M +$830K +5,824 +2%
MC
44
Maren Capital
Illinois
$46.2M +$46.2M +324,194 New
BAMCO Inc
45
BAMCO Inc
New York
$45.1M +$1.66M +11,662 +4%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$43.8M +$7.3M +51,261 +20%
UBS AM
47
UBS AM
Illinois
$41.7M -$1.46M -10,251 -3%
Goldman Sachs
48
Goldman Sachs
New York
$41.3M +$6.05M +42,450 +17%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$39.2M +$388K +2,725 +1%
Citadel Advisors
50
Citadel Advisors
Florida
$38M -$18.6M -130,421 -33%
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