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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 Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
51
Nuveen Asset Management
Illinois
$33.6M 236,174 +4,523 +2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$33.5M 234,895 -3,300 -1%
PCM
53
Palisade Capital Management
New Jersey
$30.7M 215,700 -4,615 -2%
Ameriprise
54
Ameriprise
Minnesota
$29.5M 206,884 -20,514 -9%
ICP
55
Ironvine Capital Partners
Nebraska
$27.8M 195,470 +5,900 +3%
WA
56
Whitebox Advisors
Minnesota
$26.1M 183,581 – –
WIM
57
Weitz Investment Management
Nebraska
$26.1M 183,300 – –
GCM
58
Geneva Capital Management
Wisconsin
$26.1M 183,061 -6,433 -3%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$25.9M 181,896 +4,478 +3%
BFM
60
Boston Financial Management
Massachusetts
$25.1M 176,142 +3,180 +2%
CCA
61
Conestoga Capital Advisors
Pennsylvania
$24.9M 174,473 -2,611 -1%
Point72 Asset Management
62
Point72 Asset Management
Connecticut
$23.9M 168,118 -4,313 -3%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$22.1M 155,293 -2,178 -1%
CGPCS
64
Capital Group Private Client Services
California
$22M 154,351 -3,612 -2%
SCM
65
Sirios Capital Management
Massachusetts
$21.3M 149,371 +29,647 +25%
Renaissance Technologies
66
Renaissance Technologies
New York
$21.1M 148,004 -56,000 -27%
SEI Investments
67
SEI Investments
Pennsylvania
$19.2M 134,830 -12,227 -8%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$18.5M 130,001 -9,616 -7%
BAM
69
Broadcrest Asset Management
Florida
$18.5M 130,000 – –
TAM
70
Telemark Asset Management
Massachusetts
$17.8M 125,000 – –
Natixis Advisors
71
Natixis Advisors
Massachusetts
$17.3M 121,144 -105 -0.1%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$17M 119,513 +74,414 +165%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$16.2M 113,534 +179 +0.2%
SO
74
STRS Ohio
Ohio
$15.5M 109,058 +1,054 +1%
LCM
75
Landscape Capital Management
New Jersey
$15.4M 108,449 – –
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