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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 %
QWM
451
Quadcap Wealth Management
Texas
$211K 806 -133 -14%
SCM
452
Sterling Capital Management
North Carolina
$210K 802 +802 New
AA
453
Aire Advisors
California
$209K 800 +800 New
RIM
454
Rakuten Investment Management
Japan
$208K 803 +200 +33%
GIA
455
GHP Investment Advisors
Colorado
$207K 791 – –
Thrivent Financial for Lutherans
456
Thrivent Financial for Lutherans
Minnesota
$206K 787 +787 New
SW
457
Signify Wealth
Missouri
$204K 781 +781 New
DWM
458
Dynasty Wealth Management
Florida
$204K 781 +781 New
Canada Pension Plan Investment Board
459
Canada Pension Plan Investment Board
Ontario, Canada
$203K 778 +368 +90%
FRA
460
Frank Rimerman Advisors
California
$202K 771 +771 New
Walleye Trading
461
Walleye Trading
New York
$200K 766 +766 New
CF
462
Centaurus Financial
California
$191K 731 +60 +9%
OLVIG
463
Oliver Lagore Vanvalin Investment Group
Michigan
$183K 700 – –
OCM
464
Osterweis Capital Management
California
$175K 671 – –
AF
465
Allworth Financial
California
$164K 627 +256 +69%
FCMT
466
Founders Capital Management (Texas)
Texas
$162K 619 – –
AIM
467
Arcadia Investment Management
Michigan
$157K 600 +600 New
CT
468
Colonial Trust
South Carolina
$154K 588 – –
PMFA
469
Plante Moran Financial Advisors
Michigan
$146K 560 +3 +0.5%
AF
470
Advisornet Financial
Minnesota
$144K 550 +45 +9%
GTAM
471
Global Trust Asset Management
Florida
$144K 550 +550 New
CI Investments Inc
472
CI Investments Inc
Ontario, Canada
$140K 535 +9 +2%
BIG
473
Brooklyn Investment Group
New York
$128K 491 +491 New
HIA
474
Harbor Investment Advisory
Maryland
$126K 480 – –
PA
475
Parallel Advisors
California
$119K 454 +262 +136%
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