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HEICO
HEI

Overview Fund Activity

547 hedge funds and large institutions have $8.68B invested in HEICO in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 182 increasing their positions, 183 reducing their positions, and 55 closing their positions.

Holders
547
Holders Change
+30
Holders Change %
+5.8%
% of All Funds
7.96%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
92
Increased
182
Reduced
183
Closed
55
Calls
$26.7M
Puts
$22.1M
Net Calls
+$4.61M
Net Calls Change
-$32.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$837M
2
AM
2
AGF Management
Ontario, Canada
$212M
3
UBS AM
3
UBS AM
Illinois
$114M
4
Citadel Advisors
4
Citadel Advisors
Florida
$59.7M
5
SA
5
Sanctuary Advisors
Indiana
$43M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$68.7M
2
Barclays
2
Barclays
United Kingdom
$29.5M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$336M
4
Ameriprise
4
Ameriprise
Minnesota
$18.7M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
226
DekaBank Deutsche Girozentrale
Germany
$1.44M 6,375 -966 -13%
MAM
227
Morse Asset Management
Connecticut
$1.38M 6,169 +221 +4%
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$1.37M 6,122 +4,897 +400%
Wealth Enhancement Advisory Services
229
Wealth Enhancement Advisory Services
Minnesota
$1.34M 6,001 +195 +3%
MIF
230
Mediolanum International Funds
Ireland
$1.34M 6,337 -1,077 -15%
Robeco Institutional Asset Management
231
Robeco Institutional Asset Management
Netherlands
$1.33M 5,950 +2,541 +75%
Acadian Asset Management
232
Acadian Asset Management
Massachusetts
$1.33M 5,949 +5,949 New
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$1.31M 5,870 +442 +8%
QCM
234
Quantinno Capital Management
New York
$1.31M 5,864 +1,089 +23%
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$1.31M 5,780 +5,780 New
Pathstone Holdings
236
Pathstone Holdings
New Jersey
$1.31M 5,856 +371 +7%
ACM
237
Aquatic Capital Management
Illinois
$1.3M 5,800 +5,800 New
II
238
IFM Investors
Australia
$1.28M 5,739 – –
APG Asset Management
239
APG Asset Management
Netherlands
$1.28M 6,135 +6,135 New
DTL
240
Dynamic Technology Lab
Singapore
$1.26M 5,642 +2,867 +103%
MHC
241
Meyer Handelman Company
New York
$1.26M 5,613 – –
SCM
242
Semanteon Capital Management
Massachusetts
$1.21M 5,407 +1,477 +38%
PAS
243
Park Avenue Securities
New York
$1.18M 5,289 -222 -4%
HHGC
244
Hunting Hill Global Capital
New York
$1.14M 5,102 – –
CPBTD
245
Central Pacific Bank - Trust Division
Hawaii
$1.12M 5,031 -427 -8%
ET
246
Equitable Trust
Tennessee
$1.12M 5,029 -354 -7%
RJFSA
247
Raymond James Financial Services Advisors
Florida
$1.12M 5,011 -166 -3%
IWM
248
IHT Wealth Management
Illinois
$1.11M 4,963 -467 -9%
MC
249
Moors & Cabot
Massachusetts
$1.09M 4,861 -1,800 -27%
Franklin Resources
250
Franklin Resources
California
$1.09M 4,854 -382 -7%
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