HEI icon

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 %
CT
276
Chicago Trust
Illinois
$975K 3,728 -200 -5%
Comerica Bank
277
Comerica Bank
Texas
$973K 3,722 -204 -5%
Bank of Nova Scotia
278
Bank of Nova Scotia
Ontario, Canada
$972K 3,717 -361 -9%
BWA
279
Burt Wealth Advisors
Maryland
$934K 3,572 – –
BG
280
Bahl & Gaynor
Ohio
$933K 3,568 -190 -5%
Bessemer Group
281
Bessemer Group
New Jersey
$930K 3,556 -33 -0.9%
GIBU
282
Gulf International Bank (UK)
United Kingdom
$917K 3,507 -140 -4%
LPAM
283
Lodestar Private Asset Management
California
$915K 3,500 – –
IIC
284
Ironwood Investment Counsel
Arizona
$914K 3,496 – –
I
285
InceptionR
California
$909K 3,478 +3,478 New
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$901K 3,447 -360 -9%
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$898K 3,435 +300 +10%
OAC
288
OMERS Administration Corp
Ontario, Canada
$894K 3,420 +1,900 +125%
CB
289
Commerce Bank
Missouri
$885K 3,385 +890 +36%
FHB
290
First Hawaiian Bank
Hawaii
$881K 3,370 +1,245 +59%
NC
291
nVerses Capital
Florida
$863K 3,300 +3,100 +1,550%
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$854K 3,790 +164 +5%
SMDAM
293
Sumitomo Mitsui DS Asset Management
Japan
$833K 3,187 – –
DAM
294
Diamant Asset Management
Connecticut
$825K 3,156 -50 -2%
UH
295
Unigestion Holding
Switzerland
$822K 3,145 +3,145 New
HWAM
296
Hennion & Walsh Asset Management
New Jersey
$808K 3,089 +645 +26%
CL
297
Choreo LLC
Illinois
$804K 3,064 -103 -3%
Public Employees Retirement Association of Colorado
298
Public Employees Retirement Association of Colorado
Colorado
$798K 3,053 – –
MOS
299
MGO One Seven
Ohio
$798K 3,051 +196 +7%
AC
300
AXQ Capital
New Jersey
$789K 3,018 +2,016 +201%
10 11
12
13 14