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HEICO Class A
HEI.A

Overview Fund Activity

390 hedge funds and large institutions have $10B invested in HEICO Class A in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 152 reducing their positions, and 36 closing their positions.

Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
6.15%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
33
Increased
115
Reduced
152
Closed
36
Calls
$4.88M
Puts
$1.24M
Net Calls
+$3.63M
Net Calls Change
+$3.25M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.24B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$220M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$214M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$33.9M
5
NC
5
Nekton Capital
United Kingdom
$22.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$510M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$109M
3
Amundi
3
Amundi
France
$16.6M
4
AC
4
Aristeia Capital
Connecticut
$10.9M
5
VVP
5
Vulcan Value Partners
Alabama
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
51
Palisade Capital Management
New Jersey
$32M 227,865 -12,923 -5%
ESCM
52
Echo Street Capital Management
New York
$31.4M 223,429 – –
Point72 Asset Management
53
Point72 Asset Management
Connecticut
$30.9M 219,561 +23,100 +12%
Renaissance Technologies
54
Renaissance Technologies
New York
$28.8M 204,684 -3,900 -2%
JFG
55
Jefferies Financial Group
New York
$26.4M 187,769 +18,853 +11%
ICP
56
Ironvine Capital Partners
Nebraska
$26.4M 187,719 +8,812 +5%
Ameriprise
57
Ameriprise
Minnesota
$26M 185,036 +66,705 +56%
WA
58
Whitebox Advisors
Minnesota
$25.8M 183,581 – –
WIM
59
Weitz Investment Management
Nebraska
$25.7M 183,100 -400 -0.2%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$25.2M 179,560 -29,085 -14%
CCA
61
Conestoga Capital Advisors
Pennsylvania
$24.8M 176,610 -3,910 -2%
BFM
62
Boston Financial Management
Massachusetts
$24M 170,978 +1,749 +1%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$23.1M 163,999 -4,254 -3%
NC
64
Nekton Capital
United Kingdom
$22.7M 161,407 +161,407 New
GCM
65
Geneva Capital Management
Wisconsin
$22.5M 160,366 -10,660 -6%
CGPCS
66
Capital Group Private Client Services
California
$22.4M 159,374 -1,482 -0.9%
UBS Group
67
UBS Group
Switzerland
$22.4M 158,992 -49,432 -24%
Marshall Wace
68
Marshall Wace
United Kingdom
$22.1M 157,382 -18,674 -11%
Janus Henderson Group
69
Janus Henderson Group
United Kingdom
$22M 156,137 -32,359 -17%
SEI Investments
70
SEI Investments
Pennsylvania
$19.7M 140,162 -35,229 -20%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$19.5M 138,882 -40,052 -22%
BAM
72
Broadcrest Asset Management
Florida
$18.3M 130,000 +50,000 +63%
SCM
73
Sirios Capital Management
Massachusetts
$18M 127,816 +81,372 +175%
TAM
74
Telemark Asset Management
Massachusetts
$17.6M 125,000 – –
Natixis Advisors
75
Natixis Advisors
Massachusetts
$17.5M 124,277 -295 -0.2%
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