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HEICO Class A
HEI.A

Overview Fund Activity

394 hedge funds and large institutions have $9.95B invested in HEICO Class A in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 117 increasing their positions, 163 reducing their positions, and 31 closing their positions.

Holders
394
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.31%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
38
Increased
117
Reduced
163
Closed
31
Calls
$610K
Puts
$228K
Net Calls
+$382K
Net Calls Change
+$365K

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$97.4M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$180M
3
GC
3
Gobi Capital
California
$71.3M
4
AC
4
Aristeia Capital
Connecticut
$31M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$26.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$815M
2
JFG
2
Jefferies Financial Group
New York
$23M
3
DDC
3
DF Dent & Co
Maryland
$186M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$8.03M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$31.8M -$7.21M -53,040 -18%
AC
52
Aristeia Capital
Connecticut
$31M +$31M +228,086 New
ESCM
53
Echo Street Capital Management
New York
$30.4M – – –
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$28.4M +$466K +3,428 +2%
Renaissance Technologies
55
Renaissance Technologies
New York
$28.3M -$10.7M -78,900 -27%
UBS Group
56
UBS Group
Switzerland
$28.3M -$3.81M -28,017 -12%
Point72 Asset Management
57
Point72 Asset Management
Connecticut
$26.7M +$26.7M +196,461 New
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$25.6M +$3.53M +25,982 +16%
WA
59
Whitebox Advisors
Minnesota
$24.9M – – –
WIM
60
Weitz Investment Management
Nebraska
$24.9M – – –
CCA
61
Conestoga Capital Advisors
Pennsylvania
$24.5M -$14.9K -110 -0.1%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$24.3M +$1.73M +12,735 +8%
ICP
63
Ironvine Capital Partners
Nebraska
$24.3M +$101K +742 +0.4%
Marshall Wace
64
Marshall Wace
United Kingdom
$23.9M -$7.01M -51,590 -23%
SEI Investments
65
SEI Investments
Pennsylvania
$23.8M +$978K +7,199 +4%
GCM
66
Geneva Capital Management
Wisconsin
$23.2M -$33.4K -246 -0.1%
BFM
67
Boston Financial Management
Massachusetts
$23M -$446K -3,279 -2%
JFG
68
Jefferies Financial Group
New York
$23M -$57.2M -421,211 -71%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$22.9M -$1.02M -7,537 -4%
CGPCS
70
Capital Group Private Client Services
California
$21.9M -$237K -1,745 -1%
TAM
71
Telemark Asset Management
Massachusetts
$17M – – –
Natixis Advisors
72
Natixis Advisors
Massachusetts
$16.9M -$1.02M -7,506 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.6M +$804K +5,917 +5%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$16.6M -$93K -684 -0.6%
CU
75
CQS (US)
New York
$16.2M -$878K -6,459 -5%
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