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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 %
VIA
351
Virtus Investment Advisers
Connecticut
$468K 1,788 – –
BAMF
352
BI Asset Management Fondsmaeglerselskab
Denmark
$458K 1,750 -1,186 -40%
CCM
353
Coldstream Capital Management
Washington
$451K 1,719 +106 +7%
Aviva
354
Aviva
United Kingdom
$439K 1,680 -2,276 -58%
PAM
355
Panagora Asset Management
Massachusetts
$432K 1,653 – –
MFAM
356
Motley Fool Asset Management
Virginia
$432K 1,647 -156 -9%
FA
357
FDx Advisors
Illinois
$431K 1,647 -44 -3%
ASN
358
Advisory Services Network
Georgia
$417K 1,865 – –
Acadian Asset Management
359
Acadian Asset Management
Massachusetts
$416K 1,592 -4,357 -73%
Prudential Financial
360
Prudential Financial
New Jersey
$416K 1,590 -340 -18%
DFCM
361
Dark Forest Capital Management
Puerto Rico
$415K 1,586 +1,586 New
CWM
362
Calamos Wealth Management
Illinois
$408K 1,560 – –
TI
363
Tidal Investments
Wisconsin
$407K 1,557 +114 +8%
VFA
364
Valeo Financial Advisors
Indiana
$406K 1,554 +8 +0.5%
QCM
365
QRG Capital Management
Illinois
$396K 1,514 +125 +9%
FC
366
Forte Capital
New York
$395K 1,512 – –
Cambridge Investment Research Advisors
367
Cambridge Investment Research Advisors
Iowa
$393K 1,503 -156 -9%
WAM
368
Wolverine Asset Management
Illinois
$392K 1,500 -6,000 -80%
MA
369
Montag & Associates
Georgia
$391K 1,497 – –
EGA
370
Eagle Global Advisors
Texas
$382K 1,461 – –
IMCOOI
371
Investment Management Corp of Ontario (IMCO)
Canada
$379K 1,449 +500 +53%
NA
372
NewEdge Advisors
Louisiana
$378K 1,445 +25 +2%
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$371K 1,420 -92 -6%
Luther King Capital Management (LKCM)
374
Luther King Capital Management (LKCM)
Texas
$370K 1,415 – –
SAM
375
Smartleaf Asset Management
Massachusetts
$366K 1,411 +306 +28%
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15
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