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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.22B 9,445,793 +636,489 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.03B 7,942,389 +52,536 +0.7%
BlackRock
3
BlackRock
New York
$670M 5,181,462 -41,588 -0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$645M 4,993,185 -198,060 -4%
Invesco
5
Invesco
Georgia
$444M 3,438,762 -187,691 -5%
WCM Investment Management
6
WCM Investment Management
California
$318M 2,453,525 +32,364 +1%
State Street
7
State Street
Massachusetts
$214M 1,653,206 +3,573 +0.2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$197M 1,523,403 -43,809 -3%
Macquarie Group
9
Macquarie Group
Australia
$190M 1,473,740 -6,319 -0.4%
DDC
10
DF Dent & Co
Maryland
$185M 1,428,072 +113,709 +9%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$173M 1,340,018 -182,424 -12%
Norges Bank
12
Norges Bank
Norway
$157M 1,214,547 -39,166 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$132M 1,026,428 +74,494 +8%
VVP
14
Vulcan Value Partners
Alabama
$129M 1,002,335 -158,092 -14%
State of Wisconsin Investment Board
15
State of Wisconsin Investment Board
Wisconsin
$129M 998,418 +22,071 +2%
Bank of America
16
Bank of America
North Carolina
$128M 991,431 -117,492 -11%
PC
17
Port Capital
Illinois
$120M 927,750 +7,550 +0.8%
Barclays
18
Barclays
United Kingdom
$112M 866,644 +81,131 +10%
A
19
AustralianSuper
Australia
$110M 849,993 +849,993 New
Kayne Anderson Rudnick Investment Management
20
Kayne Anderson Rudnick Investment Management
California
$107M 828,270 +55,299 +7%
FAM
21
Fred Alger Management
New York
$102M 792,113 -67,014 -8%
GC
22
Giverny Capital
Quebec, Canada
$92.1M 712,453 +11,629 +2%
SCM
23
Snyder Capital Management
California
$88.4M 684,042 -13,351 -2%
IMCOOI
24
Investment Management Corp of Ontario (IMCO)
Canada
$80M 619,112 +495 +0.1%
Capital International Investors
25
Capital International Investors
California
$77.6M 600,825 +144,705 +32%
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