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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.

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
SA
5
Sanctuary Advisors
Indiana
$43M

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 Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$59.7M 266,973 +234,508 +722%
Goldman Sachs
27
Goldman Sachs
New York
$58.8M 263,177 -107,472 -29%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$56.3M 251,662 +22,314 +10%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$55M 245,819 -31,958 -12%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$51.7M 231,093 +23,251 +11%
UBS Group
31
UBS Group
Switzerland
$47.9M 214,335 +101,929 +91%
SO
32
STRS Ohio
Ohio
$46.4M 207,500 -10,000 -5%
TG
33
TCW Group
California
$44.7M 200,008 +5,779 +3%
MVIP
34
Mar Vista Investment Partners
California
$44.5M 199,049 -28,786 -13%
DCM
35
Driehaus Capital Management
Illinois
$43.4M 193,895 +77,067 +66%
SA
36
Sanctuary Advisors
Indiana
$43M 208,472 +208,472 New
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$41.7M 186,385 +6,774 +4%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$39M 174,176 +5,412 +3%
William Blair & Company
39
William Blair & Company
Illinois
$38.5M 172,064 +5,899 +4%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$38.3M 171,382 -16,880 -9%
Amundi
41
Amundi
France
$36.9M 161,700 +85,355 +112%
Legal & General Group
42
Legal & General Group
United Kingdom
$36.7M 163,983 -12,004 -7%
BAMCO Inc
43
BAMCO Inc
New York
$36.3M 162,433 – –
CGPCS
44
Capital Group Private Client Services
California
$35.1M 157,101 +1,845 +1%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$34.7M 155,191 +10,508 +7%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$33M 147,666 +2,062 +1%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$32.9M 147,068 +25,355 +21%
TAM
48
Telemark Asset Management
Massachusetts
$31.3M 140,000 – –
NC
49
NZS Capital
Colorado
$30.6M 136,861 +136,861 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$30.2M 135,032 -458 -0.3%
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