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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 %
Principal Financial Group
276
Principal Financial Group
Iowa
$859K 3,840 -617 -14%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$851K 3,807 -309 -8%
XT
278
XTX Topco
Cayman Islands
$850K 3,800 +1,356 +55%
BWM
279
Baron Wealth Management
Michigan
$846K 3,783 -22 -0.6%
BG
280
Bahl & Gaynor
Ohio
$840K 3,758 – –
CC
281
Centiva Capital
New York
$818K 3,656 -1,661 -31%
GIBU
282
Gulf International Bank (UK)
United Kingdom
$815K 3,647 – –
ACM
283
Avalon Capital Management
California
$808K 3,613 +123 +4%
QT
284
Quantbot Technologies
New York
$802K 3,587 -10,580 -75%
Bessemer Group
285
Bessemer Group
New Jersey
$802K 3,589 -42 -1%
BWA
286
Burt Wealth Advisors
Maryland
$799K 3,572 -1 -0%
MSRPS
287
Maryland State Retirement & Pension System
Maryland
$797K 3,565 – –
IWA
288
Icon Wealth Advisors
Texas
$793K 3,285 -1,418 -30%
LPAM
289
Lodestar Private Asset Management
California
$783K 3,500 – –
IIC
290
Ironwood Investment Counsel
Arizona
$782K 3,496 – –
DAM
291
Diamant Asset Management
Connecticut
$717K 3,206 – –
MPM
292
MBB Public Markets
Illinois
$716K 3,200 +3,200 New
SMDAM
293
Sumitomo Mitsui DS Asset Management
Japan
$713K 3,187 -25 -0.8%
BC
294
Barrett & Company
Rhode Island
$710K 3,175 +500 +19%
NA
295
Navellier & Associates
Nevada
$709K 3,170 -83 -3%
Daiwa Securities Group
296
Daiwa Securities Group
Japan
$701K 3,135 +200 +7%
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$700K 3,626 +1,389 +62%
CL
298
Choreo LLC
Illinois
$699K 3,167 +3,167 New
GAM
299
Gotham Asset Management
New York
$692K 3,094 -1,984 -39%
Public Employees Retirement Association of Colorado
300
Public Employees Retirement Association of Colorado
Colorado
$683K 3,053 -41 -1%
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