HEI.A icon

HEICO Class A
HEI.A

Overview Fund Activity

393 hedge funds and large institutions have $9.43B invested in HEICO Class A in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 125 reducing their positions, and 27 closing their positions.

Holders
393
Holders Change
+29
Holders Change %
+7.97%
% of All Funds
6.34%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
62
Increased
145
Reduced
125
Closed
27
Calls
$534K
Puts
$517K
Net Calls
+$17K
Net Calls Change
-$25K

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.41B
2
JFG
2
Jefferies Financial Group
New York
$70.7M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$89.8M
4
Bank of America
4
Bank of America
North Carolina
$121M
5
WCM Investment Management
5
WCM Investment Management
California
$308M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$168M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$645M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$152K
4
Deutsche Bank
4
Deutsche Bank
Germany
$13.7M
5
GC
5
Gobi Capital
California
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
51
Palisade Capital Management
New Jersey
$29.9M 249,410 -5,655 -2%
UBS Group
52
UBS Group
Switzerland
$28.3M 236,441 +48,865 +26%
Marshall Wace
53
Marshall Wace
United Kingdom
$27.3M 227,646 +93,911 +70%
ESCM
54
Echo Street Capital Management
New York
$26.8M 223,429 +13,392 +6%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$24.6M 205,217 -899 -0.4%
Truist Financial
56
Truist Financial
North Carolina
$22.4M 187,271 -9,209 -5%
WA
57
Whitebox Advisors
Minnesota
$22M 183,581 +66,763 +57%
WIM
58
Weitz Investment Management
Nebraska
$22M 183,500 – –
CCA
59
Conestoga Capital Advisors
Pennsylvania
$21.6M 180,630 +1,665 +0.9%
ICP
60
Ironvine Capital Partners
Nebraska
$21.4M 178,165 +2,043 +1%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$21.1M 175,790 +1,886 +1%
BFM
62
Boston Financial Management
Massachusetts
$20.7M 172,508 +160 +0.1%
GCM
63
Geneva Capital Management
Wisconsin
$20.5M 171,272 -14,507 -8%
SEI Investments
64
SEI Investments
Pennsylvania
$20.2M 168,192 +17,706 +12%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$19.9M 166,199 +43,138 +35%
CGPCS
66
Capital Group Private Client Services
California
$19.5M 162,601 -1,173 -0.7%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$19.5M 162,514 -93,234 -36%
Amundi
68
Amundi
France
$16.3M 127,747 -85,788 -40%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$15.8M 132,078 +4,750 +4%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$15.5M 129,331 +67,923 +111%
CU
71
CQS (US)
New York
$15.1M 125,581 +70,544 +128%
TAM
72
Telemark Asset Management
Massachusetts
$15M 125,000 – –
WT
73
Washington Trust
Rhode Island
$15M 124,828 -4,600 -4%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$14.7M 122,672 +35 +0%
Franklin Resources
75
Franklin Resources
California
$14.4M 120,180 -1,286 -1%
1 2
3
4 5