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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 %
Deutsche Bank
76
Deutsche Bank
Germany
$15.3M 107,642 +10,415 +11%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$15M 105,293 -2,039 -2%
Amundi
78
Amundi
France
$14M 104,459 -31,528 -23%
UBS Group
79
UBS Group
Switzerland
$13.6M 95,377 +26,201 +38%
BBHC
80
Brown Brothers Harriman & Co
New York
$13.2M 92,489 +25,685 +38%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
81
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.1M 91,738 – –
VWM
82
Venturi Wealth Management
Texas
$12.8M 89,618 – –
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$12.1M 85,178 -6,073 -7%
CU
84
CQS (US)
New York
$12.1M 84,749 +4,413 +5%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$11.8M 82,978 -15,943 -16%
CC
86
Carlson Capital
Texas
$11M 77,100 – –
CS
87
Credit Suisse
Switzerland
$10.5M 73,571 +350 +0.5%
Franklin Resources
88
Franklin Resources
California
$10.4M 73,135 +572 +0.8%
MAM
89
Miria Asset Management
Malta
$9.98M 70,030 – –
Truist Financial
90
Truist Financial
North Carolina
$9.87M 69,300 -13,530 -16%
ACB
91
Aristotle Capital Boston
Massachusetts
$9.76M 68,507 -8,023 -10%
Citigroup
92
Citigroup
New York
$9.53M 66,875 +2,505 +4%
Brown Advisory
93
Brown Advisory
Maryland
$9.34M 65,587 +65,587 New
COA
94
Crown Oak Advisors
California
$9.33M 65,503 +65,503 New
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$9.3M 65,311 +4,340 +7%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$9.13M 64,092 +13,652 +27%
PWC
97
PYA Waltman Capital
Tennessee
$9.03M 63,412 +161 +0.3%
Royal London Asset Management
98
Royal London Asset Management
United Kingdom
$8.66M 60,802 +582 +1%
GGHC
99
Gilder Gagnon Howe & Co
New York
$8.61M 60,448 -1,601 -3%
BCM
100
Brasada Capital Management
Texas
$7.97M 55,981 -1,408 -2%
2 3
4
5 6