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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 %
HFS
476
Hantz Financial Services
Michigan
$112K 430 -15 -3%
HT
477
Headlands Technologies
Illinois
$108K 414 +414 New
ITFISA
478
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$105K 400 +400 New
OAM
479
Ostrum Asset Management
France
$104K 398 -167 -30%
C
480
Covestor
United Kingdom
$104K 397 +19 +5%
HI
481
Harbour Investments
Wisconsin
$101K 385 – –
Loomis, Sayles & Company
482
Loomis, Sayles & Company
Massachusetts
$99K 379 -119,397 -100%
HWM
483
Hemington Wealth Management
Virginia
$98K 401 +401 New
OC
484
Oarsman Capital
Wisconsin
$95.4K 365 +365 New
HNB
485
Huntington National Bank
Ohio
$92.6K 354 -7 -2%
TPCW
486
TD Private Client Wealth
New York
$91K 348 -71 -17%
FWA
487
FSC Wealth Advisors
New York
$84.2K 322 -3 -0.9%
RS
488
Rakuten Securities
Japan
$81.3K 311 +311 New
NS
489
NBC Securities
Alabama
$80K 308 – –
TRCT
490
Tower Research Capital (TRC)
New York
$79.8K 305 -1,439 -83%
PPC
491
Park Place Capital
Alabama
$79.8K 305 -86 -22%
SWM
492
Spire Wealth Management
Virginia
$79.2K 303 -10 -3%
TIM
493
Tortoise Investment Management
New York
$78.7K 301 – –
GM
494
GeoWealth Management
Illinois
$75.3K 288 +288 New
PS
495
Principal Securities
Iowa
$74.5K 285 +22 +8%
TFM
496
TFC Financial Management
Massachusetts
$69.3K 265 – –
PTC
497
Private Trust Company
Ohio
$69K 264 +6 +2%
TFIPS
498
Towarzystwo Funduszy Inwestycyjnych PZU SA
$68K 260 – –
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$65.6K 251 – –
CFFP
500
Center for Financial Planning
Michigan
$60.9K 233 – –
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