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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 Holding Trade Value Shares
Change 		Shares
Change %
N
326
Numerai
California
$587K -$1.83K -7 -0.3%
BFG
327
Bleakley Financial Group
New Jersey
$572K +$6.28K +24 +1%
WDA
328
Wendell David Associates
New Hampshire
$571K -$2.09K -8 -0.4%
VA
329
Vident Advisory
Georgia
$562K -$18.8K -72 -3%
BAM
330
Belpointe Asset Management
Nevada
$559K -$499K -1,910 -47%
FCA
331
Fortis Capital Advisors
Kansas
$559K -$499K -1,910 -47%
PFBT
332
Parkside Financial Bank & Trust
Missouri
$556K -$23.8K -91 -4%
IIC
333
Integrated Investment Consultants
Michigan
$546K +$481K +14,911 +734%
FIM
334
Freedom Investment Management
Connecticut
$536K -$87.9K -336 -14%
IWA
335
Icon Wealth Advisors
Texas
$533K -$326K -1,246 -38%
IIM
336
INTECH Investment Management
Florida
$530K -$88.9K -340 -14%
LWM
337
LJI Wealth Management
Indiana
$523K -$26.1K -100 -5%
SF
338
Synovus Financial
Georgia
$516K +$124K +475 +32%
RWM
339
RKL Wealth Management
Pennsylvania
$512K +$8.11K +31 +2%
CAG
340
Csenge Advisory Group
Florida
$510K +$53.5K +202 +12%
SPA
341
Sherbrooke Park Advisers
New York
$505K +$505K +1,933 New
CWM
342
Connecticut Wealth Management
Connecticut
$502K -$41.8K -160 -8%
SI
343
Stephens Inc
Arkansas
$500K +$2.09K +8 +0.4%
CPC
344
Cookson Peirce & Co
Pennsylvania
$500K +$229K +874 +84%
KIA
345
Knollwood Investment Advisory
Maryland
$497K – – –
PP
346
Prudential plc
United Kingdom
$492K – – –
Squarepoint
347
Squarepoint
New York
$483K +$483K +1,847 New
CA
348
Clearstead Advisors
Ohio
$482K -$48.6K -186 -9%
GT
349
Glenmede Trust
Pennsylvania
$479K +$1.83K +7 +0.4%
SLWA
350
San Luis Wealth Advisors
California
$470K -$2.09K -8 -0.4%
12 13
14
15 16