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HEICO Class A
HEI.A

Overview Fund Activity

429 hedge funds and large institutions have $11.6B invested in HEICO Class A in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 168 increasing their positions, 138 reducing their positions, and 37 closing their positions.

Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
41
Increased
168
Reduced
138
Closed
37
Calls
$4.33M
Puts
$2.11M
Net Calls
+$2.22M
Net Calls Change
-$43K

Top Buyers

1
Invesco
1
Invesco
Georgia
$932M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$1.67B
3
Capital International Investors
3
Capital International Investors
California
$153M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$52.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$799M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$108M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$237M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
26
Snyder Capital Management
California
$86.6M 562,465 -12,493 -2%
RJA
27
Raymond James & Associates
Florida
$81.8M 531,242 +33,868 +7%
MC
28
Maren Capital
Illinois
$81M 526,494 +202,300 +62%
QCMNJ
29
Quantum Capital Management (New Jersey)
New Jersey
$78.7M 511,499 +34,970 +7%
SIC
30
Schwartz Investment Counsel
Michigan
$73.4M 476,497 – –
Northern Trust
31
Northern Trust
Illinois
$73.2M 475,397 -20,369 -4%
Wells Fargo
32
Wells Fargo
California
$71.7M 465,789 +70,665 +18%
SHCM
33
Silver Heights Capital Management
Ontario, Canada
$64M 415,449 -2,928 -0.7%
MG
34
Markel Group
Virginia
$58.4M 379,644 – –
Morgan Stanley
35
Morgan Stanley
New York
$58.2M 377,912 -340,530 -47%
FAM
36
Fenimore Asset Management
New York
$57.9M 376,170 +35,351 +10%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$53.1M 345,129 +37,715 +12%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$52.9M 343,924 +343,924 New
Legal & General Group
39
Legal & General Group
United Kingdom
$52.5M 340,905 -24,551 -7%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$52.3M 339,481 -86,287 -20%
BAMCO Inc
41
BAMCO Inc
New York
$51.3M 332,942 +16,321 +5%
Millennium Management
42
Millennium Management
New York
$49.9M 324,156 -153,253 -32%
Stifel Financial
43
Stifel Financial
Missouri
$49.6M 322,057 -9,799 -3%
Ensign Peak Advisors
44
Ensign Peak Advisors
Utah
$47.4M 307,636 -130,812 -30%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$46M 299,019 -28,030 -9%
UBS AM
46
UBS AM
Illinois
$46M 298,543 +5,636 +2%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$43.4M 282,248 +7,191 +3%
Victory Capital Management
48
Victory Capital Management
Texas
$43M 279,336 -61,985 -18%
Goldman Sachs
49
Goldman Sachs
New York
$38.8M 252,205 -38,069 -13%
AC
50
Aristeia Capital
Connecticut
$37.9M 246,330 +208,033 +543%
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