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HEICO Class A
HEI.A

Overview Fund Activity

394 hedge funds and large institutions have $9.95B invested in HEICO Class A in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 117 increasing their positions, 163 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.31%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
38
Increased
117
Reduced
163
Closed
31
Calls
$610K
Puts
$228K
Net Calls
+$382K
Net Calls Change
+$365K

Top Buyers

1
Barclays
Barclays
United Kingdom
$97.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$180M
3
GC
Gobi Capital
California
$71.3M
4
AC
Aristeia Capital
Connecticut
$31M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$26.7M

Top Sellers

1
Invesco
Invesco
Georgia
$815M
2
JFG
Jefferies Financial Group
New York
$23M
3
DDC
DF Dent & Co
Maryland
$186M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$8.03M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
151
Sandia Investment Management
Massachusetts
$2.69M – – –
DFCM
152
Dark Forest Capital Management
Puerto Rico
$2.59M +$2.45M +18,000 +1,708%
MTCM
153
Mint Tower Capital Management
Netherlands
$2.58M – – –
AAM
154
Azzad Asset Management
Virginia
$2.57M -$136K -1,003 -5%
MML Investors Services
155
MML Investors Services
Massachusetts
$2.52M -$413K -3,035 -14%
DAC
156
Dividend Assets Capital
South Carolina
$2.5M – – –
SIAG
157
Safeguard Investment Advisory Group
California
$2.47M – – –
Nomura Asset Management
158
Nomura Asset Management
Japan
$2.46M +$216K +1,590 +10%
MW
159
Marcum Wealth
Ohio
$2.46M -$544 -4 -0%
LPL Financial
160
LPL Financial
California
$2.41M -$148K -1,092 -6%
CWA
161
CM Wealth Advisors
Ohio
$2.33M +$2.33M +17,749 New
N
162
Natixis
France
$2.31M +$754K +5,546 +48%
PI
163
PineBridge Investments
New York
$2.16M -$53.4K -393 -2%
William Blair & Company
164
William Blair & Company
Illinois
$2.08M +$229K +1,686 +12%
BTWM
165
Baker Tilly Wealth Management
Wisconsin
$2.08M -$87.1K -641 -4%
TA
166
TrueWealth Advisors
Alabama
$2.06M – – –
DnB Asset Management
167
DnB Asset Management
Norway
$2.04M +$15.2K +112 +0.8%
Aberdeen Group
168
Aberdeen Group
United Kingdom
$2.02M +$892K +6,567 +79%
URS
169
Utah Retirement Systems
Utah
$1.93M +$13.6K +100 +0.7%
CIS
170
Capital International Sarl
California
$1.93M +$1.93M +14,180 New
KBC Group
171
KBC Group
Belgium
$1.88M -$1.34M -9,854 -42%
Canada Life
172
Canada Life
Manitoba, Canada
$1.67M +$30.5K +224 +2%
SG Americas Securities
173
SG Americas Securities
New York
$1.63M +$1.02M +7,515 +167%
PFM
174
Privium Fund Management
Netherlands
$1.61M – – –
SOADOR
175
State of Alaska Department of Revenue
Alaska
$1.61M – – –
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