HEI icon

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 %
NW
426
NewEdge Wealth
Pennsylvania
$243K 928 +928 New
SFA
427
Sequoia Financial Advisors
Ohio
$242K 927 -126 -12%
GI
428
GAMMA Investing
California
$242K 925 +70 +8%
SCTC
429
Sanibel Captiva Trust Company
Florida
$241K 923 – –
SNBOSD
430
Security National Bank of So Dak
Iowa
$241K 920 – –
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$240K 916 -1 -0.1%
FT
432
Fiduciary Trust
Massachusetts
$240K 916 +21 +2%
BPA
433
Beacon Pointe Advisors
California
$237K 908 -98 -10%
MA
434
MONECO Advisors
Connecticut
$237K 905 -4 -0.4%
HWM
435
HighMark Wealth Management
Minnesota
$236K 904 – –
FGA
436
Fortis Group Advisors
New Jersey
$233K 889 +889 New
KAS
437
KPP Advisory Services
Kentucky
$229K 875 +875 New
CI
438
CX Institutional
Indiana
$228K 872 +872 New
CAM
439
Claret Asset Management
Quebec, Canada
$227K 867 +867 New
FCM
440
Fourpath Capital Management
Oklahoma
$225K 861 +861 New
Millennium Management
441
Millennium Management
New York
$225K 861 -30,992 -97%
Allianz Asset Management
442
Allianz Asset Management
Germany
$225K 859 +859 New
EF
443
Empowered Funds
Pennsylvania
$224K 856 +856 New
PHS
444
Pekin Hardy Strauss
Illinois
$222K 850 +850 New
CF
445
Corebridge Financial
Texas
$221K 846 -31 -4%
DC
446
Diametric Capital
Massachusetts
$218K 833 +833 New
WA
447
Waverly Advisors
Alabama
$215K 821 -200 -20%
LWMM
448
Legacy Wealth Management (Mississippi)
Mississippi
$214K 820 +820 New
IA
449
IFP Advisors
Florida
$213K 816 +235 +40%
PIC
450
Portland Investment Counsel
Ontario, Canada
$211K 808 +808 New
16 17
18
19 20