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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 %
FNBT
376
FineMark National Bank & Trust
Florida
$365K 1,396 – –
SAM
377
Shell Asset Management
Netherlands
$363K 1,387 +1,387 New
CG
378
Cynosure Group
Utah
$358K 1,370 +1,370 New
RCAG
379
Rehmann Capital Advisory Group
Michigan
$355K 1,357 -51 -4%
FCP
380
Fidelis Capital Partners
Florida
$355K 1,391 – –
TCM
381
Teza Capital Management
Illinois
$354K 1,355 +1,355 New
CG
382
Caprock Group
Idaho
$351K 1,343 -2 -0.1%
Walleye Capital
383
Walleye Capital
New York
$345K 1,318 -7,880 -86%
Macquarie Group
384
Macquarie Group
Australia
$334K 1,276 +507 +66%
TA
385
TFB Advisors
Kansas
$333K 1,273 +1,273 New
CM
386
Capula Management
Cayman Islands
$327K 1,251 +1,251 New
UFF
387
USA Financial Formulas
Michigan
$326K 1,245 +1,245 New
PIA
388
Powell Investment Advisors
Florida
$324K 1,239 – –
RI
389
Redwood Investments
Massachusetts
$322K 1,233 – –
AMCA
390
Arthur M. Cohen & Associates
Illinois
$320K 1,220 – –
PCIA
391
Prime Capital Investment Advisors
Kansas
$318K 1,218 -1 -0.1%
TW
392
TrinityPoint Wealth
Connecticut
$317K 1,211 +20 +2%
WIA
393
World Investment Advisors
California
$315K 1,206 +1,206 New
AWM
394
Ariadne Wealth Management
California
$315K 1,245 +1,245 New
OC
395
Oppenheimer & Co
New York
$314K 1,202 -245 -17%
UM
396
UniSuper Management
Australia
$314K 1,200 – –
SG Americas Securities
397
SG Americas Securities
New York
$311K 1,189 -2,653 -69%
S
398
SignatureFD
Georgia
$308K 1,176 +180 +18%
MA
399
Mutual Advisors
Nebraska
$301K 1,190 -385 -24%
MSFP
400
Mark Sheptoff Financial Planning
Connecticut
$298K 1,139 – –
14 15
16
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