HEI.A icon

HEICO Class A
HEI.A

Overview Fund Activity

427 hedge funds and large institutions have $10.3B invested in HEICO Class A in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 143 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
+30
Holders Change %
+7.56%
% of All Funds
6.26%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
63
Increased
143
Reduced
143
Closed
28
Calls
$3.4M
Puts
$1.14M
Net Calls
+$2.26M
Net Calls Change
+$1.59M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.45B
2
MC
2
Maren Capital
Illinois
$46.2M
3
A
3
AustralianSuper
Australia
$167M
4
FAM
4
Fred Alger Management
New York
$154M
5
Morgan Stanley
5
Morgan Stanley
New York
$102M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$207M
2
Invesco
2
Invesco
Georgia
$432M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$153M
4
ESCM
4
Echo Street Capital Management
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$38M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.45B 10,203,985 +758,192 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.14B 8,014,958 +72,569 +0.9%
BlackRock
3
BlackRock
New York
$757M 5,314,429 +132,967 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$704M 4,943,171 -50,014 -1%
Invesco
5
Invesco
Georgia
$432M 3,033,472 -405,290 -12%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$248M 1,739,390 +215,987 +14%
State Street
7
State Street
Massachusetts
$242M 1,698,175 +44,969 +3%
WCM Investment Management
8
WCM Investment Management
California
$207M 1,452,390 -1,001,135 -41%
DDC
9
DF Dent & Co
Maryland
$201M 1,409,590 -18,482 -1%
Macquarie Group
10
Macquarie Group
Australia
$192M 1,348,017 -125,723 -9%
Norges Bank
11
Norges Bank
Norway
$175M 1,226,458 +11,911 +1%
Bank of America
12
Bank of America
North Carolina
$171M 1,199,671 +208,240 +21%
A
13
AustralianSuper
Australia
$167M 1,173,364 +323,371 +38%
State of Wisconsin Investment Board
14
State of Wisconsin Investment Board
Wisconsin
$154M 1,083,208 +84,790 +8%
FAM
15
Fred Alger Management
New York
$154M 1,080,577 +288,464 +36%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$153M 1,077,302 -262,716 -20%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$151M 1,058,777 +32,349 +3%
PC
18
Port Capital
Illinois
$133M 932,077 +4,327 +0.5%
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$129M 906,014 +77,744 +9%
VVP
20
Vulcan Value Partners
Alabama
$124M 872,999 -129,336 -13%
Barclays
21
Barclays
United Kingdom
$115M 804,129 -62,515 -7%
Morgan Stanley
22
Morgan Stanley
New York
$102M 718,442 +268,983 +60%
GC
23
Giverny Capital
Quebec, Canada
$99.2M 696,603 -15,850 -2%
IMCOOI
24
Investment Management Corp of Ontario (IMCO)
Canada
$88.4M 620,887 +1,775 +0.3%
SCM
25
Snyder Capital Management
California
$83.5M 574,958 -109,084 -16%
1
2 3 4 5