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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 %
DTL
251
Dynamic Technology Lab
Singapore
$1.3M 4,963 -679 -12%
WI
252
WBI Investments
New Jersey
$1.29M 4,919 +4,919 New
LIM
253
Lagoda Investment Management
New York
$1.28M 4,885 +640 +15%
Osaic Holdings
254
Osaic Holdings
Arizona
$1.27M 4,868 +24 +0.5%
Creative Planning
255
Creative Planning
Kansas
$1.27M 4,866 +645 +15%
Franklin Resources
256
Franklin Resources
California
$1.27M 4,753 -101 -2%
Holocene Advisors
257
Holocene Advisors
New York
$1.26M 4,821 +263 +6%
MC
258
Moors & Cabot
Massachusetts
$1.25M 4,767 -94 -2%
PAS
259
Park Avenue Securities
New York
$1.24M 4,721 -568 -11%
Verition Fund Management
260
Verition Fund Management
Connecticut
$1.22M 4,663 -4,371 -48%
SCM
261
Semanteon Capital Management
Massachusetts
$1.21M 4,631 -776 -14%
Mariner
262
Mariner
Kansas
$1.2M 4,592 -13 -0.3%
VPIM
263
Vanguard Personalized Indexing Management
California
$1.17M 4,486 +200 +5%
AI
264
Atom Investors
Texas
$1.13M 4,318 +4,318 New
EFG
265
Embree Financial Group
Illinois
$1.13M 4,312 – –
MLL
266
Moody Lynn & Lieberson
Massachusetts
$1.09M 4,186 +73 +2%
NFC
267
Northeast Financial Consultants
Connecticut
$1.07M 4,100 – –
CWM
268
Congress Wealth Management
Massachusetts
$1.06M 4,069 -128 -3%
FFM
269
Forum Financial Management
Illinois
$1.06M 4,035 +1 +0%
GCM
270
Graham Capital Management
Connecticut
$1.05M 4,000 +4,000 New
AIMCA
271
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.02M 3,900 +1,300 +50%
ACM
272
Avalon Capital Management
California
$1.02M 3,887 +274 +8%
VEA
273
Virtus ETF Advisers
New York
$988K 3,780 +3,780 New
BWM
274
Baron Wealth Management
Michigan
$988K 3,779 -4 -0.1%
VF
275
Virtu Financial
New York
$975K 3,729 -4,682 -56%
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