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HEICO Class A
HEI.A

Overview Fund Activity

393 hedge funds and large institutions have $9.43B invested in HEICO Class A in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+29
Holders Change %
+7.97%
% of All Funds
6.34%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
62
Increased
145
Reduced
125
Closed
27
Calls
$534K
Puts
$517K
Net Calls
+$17K
Net Calls Change
-$25K

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.41B
2
JFG
2
Jefferies Financial Group
New York
$70.7M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$89.8M
4
Bank of America
4
Bank of America
North Carolina
$121M
5
WCM Investment Management
5
WCM Investment Management
California
$308M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$168M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$645M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$152K
4
Deutsche Bank
4
Deutsche Bank
Germany
$13.7M
5
GC
5
Gobi Capital
California
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAC
151
Dividend Assets Capital
South Carolina
$2.5M -$112K -935 -4%
ASRS
152
Arizona State Retirement System
Arizona
$2.49M +$74.5K +622 +3%
Westfield Capital Management
153
Westfield Capital Management
Massachusetts
$2.41M – – –
AAM
154
Azzad Asset Management
Virginia
$2.39M -$3.54M -29,534 -60%
SIM
155
Sandia Investment Management
Massachusetts
$2.37M – – –
BOSSRA
156
B.O.S.S. Retirement Advisors
Utah
$2.32M +$2.32M +19,316 New
MTCM
157
Mint Tower Capital Management
Netherlands
$2.27M +$300K +2,500 +15%
LPL Financial
158
LPL Financial
California
$2.25M -$236K -1,970 -9%
SIAG
159
Safeguard Investment Advisory Group
California
$2.18M +$2.18M +18,175 New
MW
160
Marcum Wealth
Ohio
$2.17M – – –
Allianz Asset Management
161
Allianz Asset Management
Germany
$2.11M +$462K +3,851 +28%
Nomura Asset Management
162
Nomura Asset Management
Japan
$1.98M – – –
PI
163
PineBridge Investments
New York
$1.95M +$1.95M +16,275 New
BTWM
164
Baker Tilly Wealth Management
Wisconsin
$1.91M +$398K +3,322 +26%
TA
165
TrueWealth Advisors
Alabama
$1.82M – – –
Comerica Bank
166
Comerica Bank
Texas
$1.79M +$568K +4,378 +47%
DnB Asset Management
167
DnB Asset Management
Norway
$1.79M -$20.4K -170 -1%
URS
168
Utah Retirement Systems
Utah
$1.69M – – –
GIBU
169
Gulf International Bank (UK)
United Kingdom
$1.65M – – –
William Blair & Company
170
William Blair & Company
Illinois
$1.63M +$4.91K +41 +0.3%
Canada Life
171
Canada Life
Manitoba, Canada
$1.46M -$371K -3,081 -20%
SCM
172
Segantii Capital Management
Hong Kong
$1.44M -$1.56M -13,000 -52%
PFM
173
Privium Fund Management
Netherlands
$1.42M +$1.42M +11,865 New
SOADOR
174
State of Alaska Department of Revenue
Alaska
$1.42M +$1.14M +9,491 +407%
CRC
175
Curi RMB Capital
Illinois
$1.41M – – –
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