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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 %
AIM
401
Anchor Investment Management
South Carolina
$292K 1,117 – –
VWM
402
Venturi Wealth Management
Texas
$285K 1,091 -6 -0.5%
MM
403
MQS Management
New York
$284K 1,087 +1,087 New
RAS
404
RPS Advisory Solutions
Kentucky
$279K 1,068 – –
FCM
405
Firestone Capital Management
Florida
$279K 1,066 – –
EL
406
Essex LLC
Illinois
$278K 1,065 -90 -8%
IWC
407
Integrated Wealth Concepts
Massachusetts
$266K 1,016 +25 +3%
TPI
408
Trust Point Inc
Wisconsin
$265K 1,013 +1,013 New
VI
409
Vestcor Inc
New Brunswick, Canada
$263K 1,007 – –
Nisa Investment Advisors
410
Nisa Investment Advisors
Missouri
$261K 1,000 – –
CSI
411
Cross Staff Investments
New York
$261K 1,000 – –
TMAM
412
Tokio Marine Asset Management
Japan
$261K 1,000 – –
HAG
413
HighPoint Advisor Group
Illinois
$260K 1,056 +1,056 New
AI
414
Accredited Investors
Minnesota
$259K 990 +990 New
UCFA
415
United Capital Financial Advisors
Texas
$258K 987 -867 -47%
KWM
416
Kingsview Wealth Management
Oregon
$257K 982 +9 +0.9%
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$257K 982 -435 -31%
EWA
418
Exencial Wealth Advisors
Oklahoma
$257K 981 +4 +0.4%
PAG
419
Private Advisory Group
Washington
$257K 981 +981 New
ODIJL
420
One Day In July LLC
Vermont
$254K 972 – –
SC
421
Savant Capital
Illinois
$250K 958 +958 New
JF
422
Jump Financial
Illinois
$248K 947 -17,116 -95%
OPS
423
Orion Portfolio Solutions
Nebraska
$247K 944 +944 New
BCI
424
Brinker Capital Investments
Pennsylvania
$247K 944 +944 New
LRIA
425
Leonard Rickey Investment Advisors
Washington
$244K 934 +934 New
15 16
17
18 19