HEI icon

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.

New
Increased
Maintained
Reduced
Closed
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
American Century Companies
5
American Century Companies
Missouri
$195M

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 Holding Trade Value Shares
Change 		Shares
Change %
TI
376
Tidal Investments
Wisconsin
$323K +$323K +1,443 New
NA
377
NewEdge Advisors
Louisiana
$318K +$59.9K +268 +23%
WAP
378
Wealthcare Advisory Partners
Pennsylvania
$317K -$11.4K -51 -3%
Luther King Capital Management (LKCM)
379
Luther King Capital Management (LKCM)
Texas
$316K – – –
FCP
380
Fidelis Capital Partners
Florida
$316K – – –
RCAG
381
Rehmann Capital Advisory Group
Michigan
$315K -$5.81K -26 -2%
PRC
382
Pearl River Capital
Michigan
$313K +$313K +1,400 New
FNBT
383
FineMark National Bank & Trust
Florida
$312K – – –
QCM
384
QRG Capital Management
Illinois
$311K +$47.6K +213 +18%
CG
385
Caprock Group
Idaho
$301K +$301K +1,345 New
Credit Agricole
386
Credit Agricole
France
$291K +$291K +1,300 New
PIA
387
Powell Investment Advisors
Florida
$277K – – –
RI
388
Redwood Investments
Massachusetts
$276K -$23.9K -107 -8%
AMCA
389
Arthur M. Cohen & Associates
Illinois
$273K – – –
PCIA
390
Prime Capital Investment Advisors
Kansas
$273K +$3.35K +15 +1%
UM
391
UniSuper Management
Australia
$268K +$134K +600 +100%
TW
392
TrinityPoint Wealth
Connecticut
$266K – – –
BEI
393
Benjamin Edwards Inc
Missouri
$263K -$20.3K -91 -7%
EL
394
Essex LLC
Illinois
$258K -$11.2K -50 -4%
MSFP
395
Mark Sheptoff Financial Planning
Connecticut
$255K -$34.9K -156 -12%
CC
396
Corton Capital
Ontario, Canada
$251K +$251K +1,123 New
SAM
397
Smartleaf Asset Management
Massachusetts
$251K +$16.3K +72 +7%
AIM
398
Anchor Investment Management
South Carolina
$250K – – –
VWM
399
Venturi Wealth Management
Texas
$245K -$2.91K -13 -1%
RAS
400
RPS Advisory Solutions
Kentucky
$239K +$239K +1,068 New
14 15
16
17 18