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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.

New
Increased
Maintained
Reduced
Closed
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
Invesco
Georgia
$932M
2
Principal Financial Group
Principal Financial Group
Iowa
$1.67B
3
Capital International Investors
Capital International Investors
California
$153M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$52.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$799M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$0
2
William Blair Investment Management
William Blair Investment Management
Illinois
$108M
3
Morgan Stanley
Morgan Stanley
New York
$58.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$237M
5
Citadel Advisors
Citadel Advisors
Florida
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Hudson Bay Capital Management
151
Hudson Bay Capital Management
Connecticut
$3.54M -$4.78M -31,033 -57%
MC
152
Meteora Capital
Florida
$3.41M -$2.75M -17,872 -45%
DFCM
153
Dark Forest Capital Management
Puerto Rico
$3.28M +$506K +3,290 +18%
ASRS
154
Arizona State Retirement System
Arizona
$3.18M +$4.62K +30 +0.1%
Westfield Capital Management
155
Westfield Capital Management
Massachusetts
$3.1M – – –
Nomura Asset Management
156
Nomura Asset Management
Japan
$3.03M +$259K +1,680 +9%
BFM
157
Boothbay Fund Management
New York
$2.96M -$2.97M -19,263 -50%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$2.96M +$166K +1,076 +6%
AG
159
Ascent Group
Virginia
$2.92M +$218K +1,413 +8%
CSS
160
Cubist Systematic Strategies
Connecticut
$2.85M +$2.84M +18,481 +154,008%
Rafferty Asset Management
161
Rafferty Asset Management
New York
$2.8M -$700K -4,550 -20%
MW
162
Marcum Wealth
Ohio
$2.79M +$154 +1 +0%
DnB Asset Management
163
DnB Asset Management
Norway
$2.66M +$462K +2,998 +21%
WT
164
Washington Trust
Rhode Island
$2.55M -$357K -2,318 -12%
GF
165
Gabelli Funds
New York
$2.43M -$2.92M -18,939 -55%
WA
166
Wasatch Advisors
Utah
$2.39M +$115K +749 +5%
TA
167
TrueWealth Advisors
Alabama
$2.34M +$1.69K +11 +0.1%
VMPIC
168
Varma Mutual Pension Insurance Co
Finland
$2.33M +$2.33M +15,150 New
URS
169
Utah Retirement Systems
Utah
$2.17M – – –
IG
170
ING Group
Netherlands
$2.16M +$770K +5,000 +56%
AI
171
Atria Investments
North Carolina
$2.15M +$107K +698 +5%
Canada Life
172
Canada Life
Manitoba, Canada
$2.06M +$142K +921 +7%
X
173
Xponance
Pennsylvania
$2.02M +$472K +3,064 +30%
PP
174
PFS Partners
New Jersey
$2M – – –
William Blair & Company
175
William Blair & Company
Illinois
$1.97M -$259K -1,683 -12%
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