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HEICO
HEI

Overview Fund Activity

581 hedge funds and large institutions have $9.82B invested in HEICO in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 173 increasing their positions, 206 reducing their positions, and 42 closing their positions.

Holders
581
Holders Change
+34
Holders Change %
+6.22%
% of All Funds
8.41%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
81
Increased
173
Reduced
206
Closed
42
Calls
$55.2M
Puts
$35.8M
Net Calls
+$19.5M
Net Calls Change
+$14.9M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$181M
2
Capital World Investors
2
Capital World Investors
California
$1.03B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$49.4M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$58.9M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$17.6M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$383M
2
BlackRock
2
BlackRock
New York
$1.19B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$330M
4
American Century Companies
4
American Century Companies
Missouri
$166M
5
Citadel Advisors
5
Citadel Advisors
Florida
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
226
Anthracite Investment Company
Texas
$1.83M 7,000 – –
BRCM
227
Bright Rock Capital Management
Massachusetts
$1.83M 7,000 +7,000 New
TAF
228
Tredje AP-fonden
Sweden
$1.78M 6,822 – –
SIA
229
Soltis Investment Advisors
Utah
$1.77M 6,769 -100 -1%
LTAS
230
Linden Thomas Advisory Services
North Carolina
$1.71M 6,528 -49 -0.7%
VAM
231
Verity Asset Management
North Carolina
$1.7M 6,501 -427 -6%
MML Investors Services
232
MML Investors Services
Massachusetts
$1.67M 6,394 -286 -4%
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$1.64M 6,263 +141 +2%
MAM
234
Morse Asset Management
Connecticut
$1.61M 6,152 -17 -0.3%
PI
235
PEAK6 Investments
Illinois
$1.55M 5,938 +5,938 New
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$1.55M 5,926 -75 -1%
Pathstone Holdings
237
Pathstone Holdings
New Jersey
$1.55M 5,916 +60 +1%
MIF
238
Mediolanum International Funds
Ireland
$1.54M 5,956 -381 -6%
VFA
239
Voya Financial Advisors
Connecticut
$1.52M 5,858 -662 -10%
CIBC Asset Management
240
CIBC Asset Management
Ontario, Canada
$1.52M 5,799 -71 -1%
BEI
241
Benjamin Edwards Inc
Missouri
$1.5M 5,752 +4,574 +388%
MHC
242
Meyer Handelman Company
New York
$1.47M 5,613 – –
FAF
243
Fjarde Ap-fonden
Sweden
$1.47M 5,601 +5,601 New
Toronto Dominion Bank
244
Toronto Dominion Bank
Ontario, Canada
$1.45M 5,532 +1,322 +31%
Wealthfront Advisers
245
Wealthfront Advisers
California
$1.4M 5,351 +2,956 +123%
II
246
IFM Investors
Australia
$1.37M 5,230 -509 -9%
HHGC
247
Hunting Hill Global Capital
New York
$1.33M 5,102 – –
DILIC
248
Dai-ichi Life Insurance Company
Japan
$1.33M 5,070 -7,755 -60%
ET
249
Equitable Trust
Tennessee
$1.3M 4,986 -43 -0.9%
TWC
250
TD Waterhouse Canada
Ontario, Canada
$1.3M 4,930 +266 +6%
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