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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 %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$70.6M 269,838 -37,509 -12%
Northern Trust
27
Northern Trust
Illinois
$69.9M 267,366 -19,992 -7%
Jennison Associates
28
Jennison Associates
New York
$65.9M 252,148 -29,409 -10%
Goldman Sachs
29
Goldman Sachs
New York
$62.6M 239,228 -23,949 -9%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$61.7M 236,022 +4,929 +2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$59.6M 227,773 -18,046 -7%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$58.9M 225,228 +70,037 +45%
UBS Group
33
UBS Group
Switzerland
$57.5M 219,924 +5,589 +3%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$56.9M 217,507 +31,122 +17%
SO
35
STRS Ohio
Ohio
$53.9M 205,972 -1,528 -0.7%
TG
36
TCW Group
California
$49.5M 189,125 -10,883 -5%
First Trust Advisors
37
First Trust Advisors
Illinois
$49.4M 189,108 +120,844 +177%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$46.1M 176,350 +2,174 +1%
DCM
39
Driehaus Capital Management
Illinois
$45.3M 173,118 -20,777 -11%
William Blair & Company
40
William Blair & Company
Illinois
$44.5M 170,022 -2,042 -1%
Legal & General Group
41
Legal & General Group
United Kingdom
$43.4M 166,125 +2,142 +1%
BAMCO Inc
42
BAMCO Inc
New York
$42.5M 162,433 – –
Amundi
43
Amundi
France
$40.6M 156,189 -5,511 -3%
CGPCS
44
Capital Group Private Client Services
California
$40M 152,879 -4,222 -3%
MVIP
45
Mar Vista Investment Partners
California
$37.6M 143,733 -55,316 -28%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$37.4M 142,909 -4,159 -3%
NC
47
NZS Capital
Colorado
$36.8M 140,716 +3,855 +3%
TAM
48
Telemark Asset Management
Massachusetts
$36.6M 140,000 – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$36.1M 138,239 +15,450 +13%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$35.3M 135,020 -12 -0%
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