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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 %
Jones Financial Companies
326
Jones Financial Companies
Missouri
$519K 2,322 +2,322 New
BCM
327
Bayesian Capital Management
New York
$514K 2,300 +2,300 New
N
328
Numerai
California
$503K 2,251 +2,251 New
VA
329
Vident Advisory
Georgia
$497K 2,221 -216 -9%
PFBT
330
Parkside Financial Bank & Trust
Missouri
$496K 2,217 -127 -5%
WDA
331
Wendell David Associates
New Hampshire
$490K 2,190 +75 +4%
BFG
332
Bleakley Financial Group
New Jersey
$484K 2,165 +11 +0.5%
SW
333
Simplicity Wealth
New Jersey
$484K 2,165 +11 +0.5%
FHB
334
First Hawaiian Bank
Hawaii
$475K 2,125 +175 +9%
LWM
335
LJI Wealth Management
Indiana
$470K 2,100 -100 -5%
CWM
336
Connecticut Wealth Management
Connecticut
$465K 2,078 +3 +0.1%
CA
337
Clearstead Advisors
Ohio
$453K 2,028 +2,028 New
GAG
338
GM Advisory Group
New York
$443K 1,983 – –
PCM
339
Penserra Capital Management
California
$439K 1,962 +1,962 New
IC
340
IEQ Capital
California
$438K 1,961 +756 +63%
BSW
341
Buckingham Strategic Wealth
Missouri
$438K 1,960 +1,960 New
Prudential Financial
342
Prudential Financial
New Jersey
$432K 1,930 -456 -19%
RWM
343
RKL Wealth Management
Pennsylvania
$431K 1,927 – –
SI
344
Stephens Inc
Arkansas
$426K 1,906 +68 +4%
KIA
345
Knollwood Investment Advisory
Maryland
$425K 1,900 +1,900 New
SEC
346
Seven Eight Capital
New York
$423K 1,893 +1,893 New
PP
347
Prudential plc
United Kingdom
$420K 1,880 +440 +31%
ASN
348
Advisory Services Network
Georgia
$417K 1,865 +18 +1%
UCFA
349
United Capital Financial Advisors
Texas
$415K 1,854 -35 -2%
GT
350
Glenmede Trust
Pennsylvania
$408K 1,826 – –
12 13
14
15 16