HEI-A Institutional Ownership
HEICO Corporation
1W: -3.0%
1M: -6.2%
3M: -14.3%
YTD: -12.5%
1Y: -10.9%
3Y: +75.5%
5Y: +88.0%
$224.84
-5.98 (-2.59%)
Weekly Expected Move ±3.2%
$210
$218
$225
$232
$239
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Institutional Ownership — HEI-A
724
Institutional Holders
+39 vs prior quarter
0.0%
Ownership
+0.00pp
$18B
Total Invested
109
New Positions
255
Increased
267
Reduced
53
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (768 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | 7,707,811 | $1.7B | -1,159,446 | -13.1% | 45Q | SEC ↗ |
| 2 | BlackRock, Inc. | 6,043,735 | $1.4B | -126,096 | -2.0% | 8Q | SEC ↗ |
| 3 | FMR LLC | 4,794,908 | $1.1B | -543,227 | -10.2% | 43Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4,103,094 | $$923M | +10,774 | +0.3% | 2Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,959,217 | $$890M | +27,329 | +0.7% | 2Q | SEC ↗ |
| 6 | STATE OF WISCONSIN INVESTMENT BOARD | 2,118,107 | $$476M | +683,478 | +47.6% | 15Q | SEC ↗ |
| 7 | STATE STREET CORP | 1,857,897 | $$418M | +53,808 | +3.0% | 45Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1,426,925 | $$321M | -10,307 | -0.7% | 91Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 1,414,319 | $$318M | +256,093 | +22.1% | 41Q | SEC ↗ |
| 10 | NORGES BANK NEW | 1,376,894 | $$310M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Local Pensions Partnership Investment | 1,242,970 | $$279M | -171,840 | -12.1% | 7Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 1,118,595 | $$252M | -125,524 | -10.1% | 15Q | SEC ↗ |
| 13 | FRED ALGER MANAGEMENT, LLC | 1,053,756 | $$237M | +92,391 | +9.6% | 27Q | SEC ↗ |
| 14 | Maren Capital LLC | 845,691 | $$190M | +87,978 | +11.6% | 11Q | SEC ↗ |
| 15 | Port Capital LLC | 804,484 | $$181M | -21,602 | -2.6% | 35Q | SEC ↗ |
| 16 | ARISTEIA CAPITAL, L.L.C. | 783,595 | $$176M | +203,208 | +35.0% | 11Q | SEC ↗ |
| 17 | MILLENNIUM MANAGEMENT LLC | 782,006 | $$176M | +26,424 | +3.5% | 19Q | SEC ↗ |
| 18 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 764,540 | $$172M | -48,662 | -6.0% | 98Q | SEC ↗ |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 753,152 | $$169M | -4,978 | -0.7% | 7Q | SEC ↗ |
| 20 | MORGAN STANLEY | 740,096 | $$166M | +60,743 | +8.9% | 51Q | SEC ↗ |
| 21 | Giverny Capital Inc. | 735,248 | $$165M | -3,234 | -0.4% | 40Q | SEC ↗ |
| 22 | DF DENT & CO INC | 699,176 | $$157M | -77,842 | -10.0% | 42Q | SEC ↗ |
| 23 | Gobi Capital LLC | 615,183 | $$138M | +3,700 | +0.6% | 26Q | SEC ↗ |
| 24 | BAMCO INC /NY | 562,662 | $$127M | +143,255 | +34.2% | 34Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 521,035 | $$117M | -3,698 | -0.7% | 7Q | SEC ↗ |
| 26 | Capital International Investors | 509,338 | $$115M | +1,565 | +0.3% | 26Q | SEC ↗ |
| 27 | NORTHERN TRUST CORP | 482,818 | $$109M | -7,482 | -1.5% | 110Q | SEC ↗ |
| 28 | XN LP NEW | 475,566 | $$107M | — | +0.0% | 1Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 469,740 | $$106M | +114,495 | +32.2% | 15Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 467,382 | $$105M | +17,870 | +4.0% | 2Q | SEC ↗ |
| 31 | SCHWARTZ INVESTMENT COUNSEL INC | 443,590 | $$100M | — | +0.0% | 44Q | SEC ↗ |
| 32 | MANNING & NAPIER ADVISORS LLC | 438,559 | $$99M | +84,687 | +23.9% | 9Q | SEC ↗ |
| 33 | Fenimore Asset Management Inc | 433,480 | $$97M | +4,857 | +1.1% | 24Q | SEC ↗ |
| 34 | Stephens Investment Management Group L | 414,821 | $$93M | +22,469 | +5.7% | 41Q | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 391,580 | $$88M | -113,424 | -22.5% | 19Q | SEC ↗ |
| 36 | UBS AM, a distinct business unit of UB | 383,056 | $$86M | -2,957 | -0.8% | 43Q | SEC ↗ |
| 37 | Markel Group Inc. | 379,644 | $$85M | — | +0.0% | 41Q | SEC ↗ |
| 38 | ENVESTNET ASSET MANAGEMENT INC | 356,855 | $$80M | +27,187 | +8.2% | 31Q | SEC ↗ |
| 39 | WELLS FARGO & COMPANY/MN | 345,351 | $$78M | -23,902 | -6.5% | 77Q | SEC ↗ |
| 40 | DIMENSIONAL FUND ADVISORS LP | 327,074 | $$74M | +15,971 | +5.1% | 102Q | SEC ↗ |
| 41 | Fiera Capital Corp | 291,395 | $$66M | +28,384 | +10.8% | 10Q | SEC ↗ |
| 42 | WELLINGTON MANAGEMENT GROUP LLP | 279,604 | $$63M | -6,893 | -2.4% | 6Q | SEC ↗ |
| 43 | Logan Stone Capital, LLC | 277,163 | $$62M | +178,702 | +181.5% | 2Q | SEC ↗ |
| 44 | Quantum Capital Management, LLC / NJ | 273,833 | $$62M | +39,123 | +16.7% | 36Q | SEC ↗ |
| 45 | MARSHALL WACE, LLP | 257,959 | $$58M | +32,598 | +14.5% | 8Q | SEC ↗ |
| 46 | Navera Investment Management Ltd. NEW | 257,550 | $$58M | — | +0.0% | 1Q | SEC ↗ |
| 47 | EFG International AG | 256,767 | $$58M | -5,397 | -2.1% | 3Q | SEC ↗ |
| 48 | Nuveen, LLC | 253,102 | $$57M | +2,785 | +1.1% | 6Q | SEC ↗ |
| 49 | Investment Management Corp of Ontario | 252,059 | $$57M | -30,520 | -10.8% | 6Q | SEC ↗ |
| 50 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 251,286 | $$56M | -90,641 | -26.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,376,894 | $$310M |
| XN LP | 475,566 | $$107M |
| Navera Investment Management Ltd. | 257,550 | $$58M |
| Jupiter Topco LLC | 198,191 | $$45M |
| Curated Wealth Partners LLC | 81,636 | $$18M |
| SEGALL BRYANT & HAMILL, LLC | 66,376 | $$15M |
| Kinsale Capital Group, Inc. | 51,557 | $$12M |
| Mirae Asset Global Investments Co., | 29,361 | $$7M |
| Fideuram Asset Management (Ireland) | 28,138 | $$6M |
| JACOBSON & SCHMITT ADVISORS, LLC | 26,342 | $$6M |
| O'Connor Alternative Investments LL | 23,615 | $$5M |
| ING GROEP NV | 21,673 | $$5M |
| Sixth Street Partners Management Co | 20,362 | $$5M |
| Lansforsakringar Fondforvaltning AB | 17,010 | $$4M |
| SEB Asset Management AB | 15,569 | $$4M |
| Ethic Inc. | 13,451 | $$3M |
| ABC ARBITRAGE SA | 13,364 | $$3M |
| Hudson Bay Capital Management LP | 9,840 | $$2M |
| MOODY LYNN LIEBERSON & WALKER, LLC | 8,565 | $$2M |
| Nykredit A/S | 8,090 | $$2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Berkshire Hathaway Inc | 1,294,612 | $$291M |
| Capital World Investors | 311,861 | $$70M |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 193,537 | $$44M |
| Visualize Group LP | 122,790 | $$28M |
| COOPER CREEK PARTNERS MANAGEMENT LL | 64,858 | $$15M |
| Allianz Asset Management GmbH | 41,704 | $$9M |
| Vinva Investment Management Ltd | 40,612 | $$9M |
| MUFG Securities EMEA plc | 40,320 | $$9M |
| Y-Intercept (Hong Kong) Ltd | 32,702 | $$7M |
| Skye Global Management LP | 29,500 | $$7M |
| Robeco Institutional Asset Manageme | 26,198 | $$6M |
| Edgestream Partners, L.P. | 20,070 | $$5M |
| DARK FOREST CAPITAL MANAGEMENT LP | 18,000 | $$4M |
| Varma Mutual Pension Insurance Co | 17,475 | $$4M |
| ASR Vermogensbeheer N.V. | 16,091 | $$4M |
| BI Asset Management Fondsmaeglersel | 15,819 | $$4M |
| Freestone Grove Partners LP | 14,178 | $$3M |
| TWINBEECH CAPITAL LP | 13,800 | $$3M |
| Atika Capital Management LLC | 10,575 | $$2M |
| Trexquant Investment LP | 9,237 | $$2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STATE OF WISCONSIN INVESTMENT BOARD | +683,478 | +47.6% | 2,118,107 |
| JPMORGAN CHASE & CO | +256,093 | +22.1% | 1,414,319 |
| ARISTEIA CAPITAL, L.L.C. | +203,208 | +35.0% | 783,595 |
| Logan Stone Capital, LLC | +178,702 | +181.5% | 277,163 |
| BAMCO INC /NY | +143,255 | +34.2% | 562,662 |
| AQR CAPITAL MANAGEMENT LLC | +114,912 | +179.2% | 179,042 |
| GOLDMAN SACHS GROUP INC | +114,495 | +32.2% | 469,740 |
| NATIXIS | +97,816 | +508.0% | 117,073 |
| FRED ALGER MANAGEMENT, LLC | +92,391 | +9.6% | 1,053,756 |
| HRT FINANCIAL LP | +91,195 | +105.7% | 177,481 |
| Maren Capital LLC | +87,978 | +11.6% | 845,691 |
| MANNING & NAPIER ADVISORS LLC | +84,687 | +23.9% | 438,559 |
| BNP PARIBAS FINANCIAL MARKETS | +74,455 | +57.8% | 203,330 |
| MORGAN STANLEY | +60,743 | +8.9% | 740,096 |
| STATE STREET CORP | +53,808 | +3.0% | 1,857,897 |
| Tredje AP-fonden | +47,100 | +250.0% | 65,942 |
| Swedbank AB | +44,500 | +145.4% | 75,100 |
| Deltroit Asset Management (UK) LLP | +42,663 | +28.9% | 190,338 |
| Quantum Capital Management, LLC / N | +39,123 | +16.7% | 273,833 |
| Maven Securities LTD | +37,921 | +236.5% | 53,957 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | -1,159,446 | -13.1% | 7,707,811 |
| FMR LLC | -543,227 | -10.2% | 4,794,908 |
| UBS Group AG | -318,854 | -63.9% | 179,838 |
| Amundi | -194,362 | -53.1% | 171,858 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -176,143 | -73.8% | 62,585 |
| Local Pensions Partnership Investme | -171,840 | -12.1% | 1,242,970 |
| BROWN ADVISORY INC | -145,711 | -48.4% | 155,407 |
| BlackRock, Inc. | -126,096 | -2.0% | 6,043,735 |
| BANK OF AMERICA CORP /DE | -125,524 | -10.1% | 1,118,595 |
| Qube Research & Technologies Ltd | -113,424 | -22.5% | 391,580 |
| Balyasny Asset Management L.P. | -108,873 | -93.4% | 7,745 |
| NOMURA ASSET MANAGEMENT INTERNATION | -90,641 | -26.5% | 251,286 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -86,374 | -95.9% | 3,680 |
| RENAISSANCE TECHNOLOGIES LLC | -85,460 | -58.1% | 61,587 |
| JANE STREET GROUP, LLC | -85,143 | -95.2% | 4,278 |
| DF DENT & CO INC | -77,842 | -10.0% | 699,176 |
| AMERIPRISE FINANCIAL INC | -64,970 | -33.4% | 129,824 |
| DEUTSCHE BANK AG | -61,528 | -35.9% | 109,972 |
| D. E. Shaw & Co., Inc. | -57,161 | -84.3% | 10,653 |
| Engineers Gate Manager LP | -55,081 | -88.3% | 7,309 |