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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
+$88.1M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$50M
3
GC
Gobi Capital
California
+$35.8M
4
AC
Aristeia Capital
Connecticut
+$31M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$26.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$783M
2
JFG
Jefferies Financial Group
New York
-$57.2M
3
DDC
DF Dent & Co
Maryland
-$48.2M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$47.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
201
Corient Private Wealth
Florida
$1.05M +$149K +1,097 +17%
D.E. Shaw & Co
202
D.E. Shaw & Co
New York
$1.04M – – –
AWS
203
Atria Wealth Solutions
New York
$1.04M -$136 -1 -0%
Mariner
204
Mariner
Kansas
$998K +$77.6K +571 +8%
IMRF
205
Illinois Municipal Retirement Fund
Illinois
$971K +$971K +7,144 New
FHB
206
First Hawaiian Bank
Hawaii
$949K -$5.3K -39 -0.6%
CS
207
Candriam SCA
Luxembourg
$928K +$276K +2,210 +42%
BCIM
208
British Columbia Investment Management
British Columbia, Canada
$894K +$15.1K +111 +2%
II
209
IFM Investors
Australia
$891K +$43.2K +318 +5%
BMSSC
210
B. Metzler seel. Sohn & Co
Germany
$853K +$146K +1,074 +21%
MSRPS
211
Maryland State Retirement & Pension System
Maryland
$848K +$40K +294 +5%
WBC
212
Westpac Banking Corp
Australia
$828K – – –
GC
213
Gilbert & Cook
Iowa
$801K +$51.9K +382 +7%
BWA
214
Burt Wealth Advisors
Maryland
$795K – – –
PP
215
Prudential plc
United Kingdom
$769K +$17.8K +131 +2%
KeyBank National Association
216
KeyBank National Association
Ohio
$752K +$19.3K +142 +3%
HBT
217
Hills Bank & Trust
Iowa
$728K – – –
CAL
218
Capital Analysts LLC
Pennsylvania
$700K -$493K -3,627 -41%
PGIM
219
Pacific Global Investment Management
California
$678K -$5.84K -43 -0.9%
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$677K -$24.6K -181 -4%
SMDAM
221
Sumitomo Mitsui DS Asset Management
Japan
$652K – – –
IIM
222
INTECH Investment Management
Florida
$642K -$31.3K -230 -5%
VPIM
223
Vanguard Personalized Indexing Management
California
$641K -$66.6K -490 -9%
TD Asset Management
224
TD Asset Management
Ontario, Canada
$631K -$15.8K -116 -2%
VCA
225
Verdence Capital Advisors
Maryland
$630K -$154K -1,134 -20%
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