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HEICO Class A
HEI.A

Overview Fund Activity

397 hedge funds and large institutions have $9.31B invested in HEICO Class A in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 132 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.33%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
35
Increased
144
Reduced
132
Closed
26
Calls
$2.49M
Puts
$1.82M
Net Calls
+$670K
Net Calls Change
-$2.96M

Top Buyers

1
A
1
AustralianSuper
Australia
$110M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$1.22B
3
Citadel Advisors
3
Citadel Advisors
Florida
$51.3M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$33.1M
5
Capital International Investors
5
Capital International Investors
California
$77.6M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$296K
2
JFG
2
Jefferies Financial Group
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$645M
4
Invesco
4
Invesco
Georgia
$444M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Washington Trust
Rhode Island
$2.69M -$469K -3,630 -15%
Rafferty Asset Management
152
Rafferty Asset Management
New York
$2.61M -$32K -248 -1%
ASRS
153
Arizona State Retirement System
Arizona
$2.61M +$1.16K +9 +0%
Westfield Capital Management
154
Westfield Capital Management
Massachusetts
$2.6M – – –
Korea Investment Corp
155
Korea Investment Corp
South Korea
$2.57M +$394K +3,047 +18%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$2.53M -$139K -1,077 -5%
IIM
157
INTECH Investment Management
Florida
$2.51M +$1.25M +9,659 +99%
MML Investors Services
158
MML Investors Services
Massachusetts
$2.37M +$36.6K +283 +2%
Nomura Asset Management
159
Nomura Asset Management
Japan
$2.34M – – –
MW
160
Marcum Wealth
Ohio
$2.34M +$129 +1 +0%
DFCM
161
Dark Forest Capital Management
Puerto Rico
$2.33M – – –
Comerica Bank
162
Comerica Bank
Texas
$2.28M +$1.09M +8,406 +91%
AG
163
Ascent Group
Virginia
$2.25M +$694K +5,317 +45%
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$2.16M +$2.16M +16,751 New
William Blair & Company
165
William Blair & Company
Illinois
$2.02M -$219K -1,698 -10%
TA
166
TrueWealth Advisors
Alabama
$1.96M +$1.42K +11 +0.1%
DnB Asset Management
167
DnB Asset Management
Norway
$1.87M -$48.1K -372 -3%
URS
168
Utah Retirement Systems
Utah
$1.77M – – –
AI
169
Atria Investments
North Carolina
$1.75M +$16.9K +131 +1%
Aberdeen Group
170
Aberdeen Group
United Kingdom
$1.74M -$53.5K -414 -3%
WA
171
Wasatch Advisors
Utah
$1.66M +$106K +824 +7%
LCM
172
LRT Capital Management
Texas
$1.61M +$8.92K +69 +0.6%
Bessemer Group
173
Bessemer Group
New Jersey
$1.58M -$1.94K -15 -0.1%
DAC
174
Dividend Assets Capital
South Carolina
$1.57M -$358K -2,772 -19%
PFM
175
Privium Fund Management
Netherlands
$1.53M – – –
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7
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