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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$296K
2
JFG
Jefferies Financial Group
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$645M
4
Invesco
Invesco
Georgia
$444M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
201
Nissay Asset Management
Japan
$1.03M +$38.9K +301 +4%
FG
202
Fiduciary Group
Georgia
$1.01M -$1.81K -14 -0.2%
Corient Private Wealth
203
Corient Private Wealth
Florida
$1M +$4.65K +36 +0.5%
GC
204
Gilbert & Cook
Iowa
$997K +$151K +1,172 +18%
AWS
205
Atria Wealth Solutions
New York
$980K – – –
Mariner
206
Mariner
Kansas
$977K +$24.6K +190 +3%
Aviva
207
Aviva
United Kingdom
$974K -$777K -6,014 -44%
IWC
208
Integrated Wealth Concepts
Massachusetts
$933K – – –
GIBU
209
Gulf International Bank (UK)
United Kingdom
$928K -$91.7K -710 -9%
IMRF
210
Illinois Municipal Retirement Fund
Illinois
$923K – – –
FHB
211
First Hawaiian Bank
Hawaii
$884K -$1.16K -9 -0.1%
BMSSC
212
B. Metzler seel. Sohn & Co
Germany
$868K -$839K -6,490 -49%
BCIM
213
British Columbia Investment Management
British Columbia, Canada
$865K +$15.4K +119 +2%
KeyBank National Association
214
KeyBank National Association
Ohio
$827K +$35.8K +277 +5%
AAM
215
Azzad Asset Management
Virginia
$821K +$14K +108 +2%
MSRPS
216
Maryland State Retirement & Pension System
Maryland
$807K – – –
OAM
217
Ostrum Asset Management
France
$784K +$680K +5,259 +651%
CS
218
Candriam SCA
Luxembourg
$780K – – –
BWA
219
Burt Wealth Advisors
Maryland
$756K – – –
Teacher Retirement System of Texas
220
Teacher Retirement System of Texas
Texas
$742K +$18.5K +143 +3%
PP
221
Prudential plc
United Kingdom
$741K -$134K -1,036 -15%
HighTower Advisors
222
HighTower Advisors
Illinois
$726K -$1.36M -10,508 -65%
EI
223
Ethic Inc
New York
$710K +$710K +5,491 New
TCM
224
Teza Capital Management
Illinois
$694K +$694K +5,373 New
Cerity Partners
225
Cerity Partners
New York
$693K -$2.42M -18,741 -78%
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