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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 %
Ameriprise
51
Ameriprise
Minnesota
$37.1M 241,223 +34,339 +17%
ICP
52
Ironvine Capital Partners
Nebraska
$36.6M 237,734 +42,264 +22%
Nuveen Asset Management
53
Nuveen Asset Management
Illinois
$36.3M 236,094 -80 -0%
Swiss National Bank
54
Swiss National Bank
Switzerland
$34.7M 225,095 -9,800 -4%
CCA
55
Conestoga Capital Advisors
Pennsylvania
$28.3M 183,753 +9,280 +5%
WIM
56
Weitz Investment Management
Nebraska
$28.2M 183,300 – –
PCM
57
Palisade Capital Management
New Jersey
$27.8M 180,491 -35,209 -16%
GCM
58
Geneva Capital Management
Wisconsin
$27.7M 180,049 -3,012 -2%
BFM
59
Boston Financial Management
Massachusetts
$27.2M 176,601 +459 +0.3%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$27M 175,410 -6,486 -4%
CGPCS
61
Capital Group Private Client Services
California
$24.9M 161,767 +7,416 +5%
WA
62
Whitebox Advisors
Minnesota
$24.8M 161,251 -22,330 -12%
SCM
63
Sirios Capital Management
Massachusetts
$24.5M 159,327 +9,956 +7%
Amundi
64
Amundi
France
$23.4M 146,966 +42,507 +41%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$22.9M 148,907 +97,383 +189%
Deutsche Bank
66
Deutsche Bank
Germany
$21.4M 138,876 +31,234 +29%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$20.7M 134,304 -20,989 -14%
BBHC
68
Brown Brothers Harriman & Co
New York
$19.8M 128,778 +36,289 +39%
TAM
69
Telemark Asset Management
Massachusetts
$19.2M 125,000 – –
BAM
70
Broadcrest Asset Management
Florida
$18.5M 120,000 -10,000 -8%
Renaissance Technologies
71
Renaissance Technologies
New York
$18.3M 118,804 -29,200 -20%
SEI Investments
72
SEI Investments
Pennsylvania
$17.5M 113,873 -20,957 -16%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$17.1M 111,089 -2,445 -2%
LCM
74
Landscape Capital Management
New Jersey
$16.7M 108,449 – –
SO
75
STRS Ohio
Ohio
$16.6M 107,990 -1,068 -1%
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