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HEICO Class A
HEI.A

Overview Fund Activity

429 hedge funds and large institutions have $11.6B invested in HEICO Class A in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 168 increasing their positions, 138 reducing their positions, and 37 closing their positions.

Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
41
Increased
168
Reduced
138
Closed
37
Calls
$4.33M
Puts
$2.11M
Net Calls
+$2.22M
Net Calls Change
-$43K

Top Buyers

1
Invesco
1
Invesco
Georgia
$932M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$1.67B
3
Capital International Investors
3
Capital International Investors
California
$153M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$52.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$799M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$108M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$237M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.67B 10,859,646 +655,661 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.23B 7,995,931 -19,027 -0.2%
Invesco
3
Invesco
Georgia
$932M 6,053,429 +3,019,957 +100%
BlackRock
4
BlackRock
New York
$853M 5,539,325 +224,896 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$799M 5,191,355 +248,184 +5%
State Street
6
State Street
Massachusetts
$264M 1,717,834 +19,659 +1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$237M 1,540,118 -199,272 -11%
DDC
8
DF Dent & Co
Maryland
$226M 1,470,021 +60,431 +4%
Macquarie Group
9
Macquarie Group
Australia
$197M 1,280,698 -67,319 -5%
Norges Bank
10
Norges Bank
Norway
$194M 1,258,077 +31,619 +3%
A
11
AustralianSuper
Australia
$193M 1,264,299 +90,935 +8%
Bank of America
12
Bank of America
North Carolina
$188M 1,220,922 +21,251 +2%
FAM
13
Fred Alger Management
New York
$179M 1,161,948 +81,371 +8%
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$174M 1,129,757 +223,743 +25%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$171M 1,113,034 +54,257 +5%
State of Wisconsin Investment Board
16
State of Wisconsin Investment Board
Wisconsin
$158M 1,027,974 -55,234 -5%
Barclays
17
Barclays
United Kingdom
$157M 1,018,315 +214,186 +27%
Capital International Investors
18
Capital International Investors
California
$153M 994,002 +451,528 +83%
PC
19
Port Capital
Illinois
$145M 943,210 +11,133 +1%
VVP
20
Vulcan Value Partners
Alabama
$128M 831,809 -41,190 -5%
GC
21
Giverny Capital
Quebec, Canada
$111M 718,995 +22,392 +3%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$108M 702,752 -374,550 -35%
IMCOOI
23
Investment Management Corp of Ontario (IMCO)
Canada
$95.5M 620,287 -600 -0.1%
GC
24
Gobi Capital
California
$94.4M 613,088 +88,383 +17%
SIMG
25
Stephens Investment Management Group
Texas
$88.3M 573,880 -425 -0.1%
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