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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 %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$15.5M 100,759 -4,534 -4%
Citadel Advisors
77
Citadel Advisors
Florida
$15.4M 100,008 -166,774 -63%
UBS Group
78
UBS Group
Switzerland
$15.3M 99,551 +4,174 +4%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$15.1M 97,947 -21,566 -18%
Point72 Asset Management
80
Point72 Asset Management
Connecticut
$14.8M 96,418 -71,700 -43%
VWM
81
Venturi Wealth Management
Texas
$13.8M 89,673 +55 +0.1%
MFS
82
Mirabella Financial Services
United Kingdom
$13.1M 85,406 +85,406 New
Natixis Advisors
83
Natixis Advisors
Massachusetts
$12.5M 81,388 -39,756 -33%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$12.5M 81,331 +17,239 +27%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$11.9M 77,460 -7,718 -9%
Brown Advisory
86
Brown Advisory
Maryland
$11.6M 75,493 +9,906 +15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
87
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.6M 75,138 -16,600 -18%
Franklin Resources
88
Franklin Resources
California
$11.2M 72,666 -469 -0.6%
CS
89
Credit Suisse
Switzerland
$11.1M 72,376 -1,195 -2%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$11M 81,280 -1,698 -2%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$11M 71,672 -58,329 -45%
COA
92
Crown Oak Advisors
California
$10.1M 65,506 +3 +0%
PWC
93
PYA Waltman Capital
Tennessee
$10.1M 65,417 +2,005 +3%
ACB
94
Aristotle Capital Boston
Massachusetts
$9.88M 64,185 -4,322 -6%
Royal London Asset Management
95
Royal London Asset Management
United Kingdom
$9.44M 61,312 +510 +0.8%
CCPM
96
Cooper Creek Partners Management
New York
$9.19M 59,678 +59,678 New
BCM
97
Brasada Capital Management
Texas
$8.75M 56,866 +885 +2%
Citigroup
98
Citigroup
New York
$8.61M 55,924 -10,951 -16%
RA
99
Royce & Associates
New York
$8.52M 55,333 – –
HNB
100
Huntington National Bank
Ohio
$8.45M 54,899 +7,979 +17%
2 3
4
5 6