HEI.A icon

HEICO Class A
HEI.A

Overview Fund Activity

393 hedge funds and large institutions have $9.43B invested in HEICO Class A in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 125 reducing their positions, and 27 closing their positions.

Holders
393
Holders Change
+29
Holders Change %
+7.97%
% of All Funds
6.34%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
62
Increased
145
Reduced
125
Closed
27
Calls
$534K
Puts
$517K
Net Calls
+$17K
Net Calls Change
-$25K

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.41B
2
JFG
2
Jefferies Financial Group
New York
$70.7M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$89.8M
4
Bank of America
4
Bank of America
North Carolina
$121M
5
WCM Investment Management
5
WCM Investment Management
California
$308M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$168M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$645M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$152K
4
Deutsche Bank
4
Deutsche Bank
Germany
$13.7M
5
GC
5
Gobi Capital
California
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$1.41B 11,760,648 +1,001,315 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$938M 7,824,195 +119,654 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$915M 7,633,458 +85,834 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$645M 5,382,645 -374,924 -7%
BlackRock
5
BlackRock
New York
$609M 5,079,765 +135,028 +3%
WCM Investment Management
6
WCM Investment Management
California
$308M 2,573,137 +138,462 +6%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$236M 1,973,293 -104,101 -5%
DDC
8
DF Dent & Co
Maryland
$206M 1,722,476 -34,055 -2%
State Street
9
State Street
Massachusetts
$199M 1,656,990 -17,559 -1%
VVP
10
Vulcan Value Partners
Alabama
$168M 1,399,966 -830,042 -37%
Macquarie Group
11
Macquarie Group
Australia
$166M 1,386,812 +28,117 +2%
Norges Bank
12
Norges Bank
Norway
$154M 1,284,603 +112,860 +10%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$144M 1,199,205 +25,900 +2%
Bank of America
14
Bank of America
North Carolina
$121M 1,010,548 +172,962 +21%
FAM
15
Fred Alger Management
New York
$116M 969,327 +123,157 +15%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$115M 958,279 -57,319 -6%
PC
17
Port Capital
Illinois
$110M 918,405 +15,419 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$110M 918,634 +31,049 +3%
State of Wisconsin Investment Board
19
State of Wisconsin Investment Board
Wisconsin
$89.8M 748,868 +352,332 +89%
SCM
20
Snyder Capital Management
California
$88.2M 736,306 -4,790 -0.6%
GC
21
Giverny Capital
Quebec, Canada
$80.4M 670,900 +5,852 +0.9%
IMCOOI
22
Investment Management Corp of Ontario (IMCO)
Canada
$74M 617,500 +51,020 +9%
JFG
23
Jefferies Financial Group
New York
$70.7M 590,127 +590,127 New
Millennium Management
24
Millennium Management
New York
$69.8M 582,101 +32,238 +6%
QCMNJ
25
Quantum Capital Management (New Jersey)
New Jersey
$67.9M 566,443 -6,682 -1%
1
2 3 4 5