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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 %
WTC
501
WhitTier Trust Company
Nevada
$12.5K 56 – –
BIA
502
Bell Investment Advisors
California
$12.3K 55 – –
EWA
503
EverSource Wealth Advisors
Alabama
$12.1K 50 +3 +6%
IAIM
504
International Assets Investment Management
Florida
$11.6K 52 +52 New
PA
505
PSI Advisors
Florida
$11.2K 50 – –
RI
506
Ridgewood Investments
New Jersey
$11.2K 50 +50 New
AWM
507
Avior Wealth Management
Nebraska
$11.2K 50 -479 -91%
IA
508
IFS Advisors
Kansas
$11.2K 50 – –
RTL
509
Red Tortoise LLC
Georgia
$11K 49 – –
MDCM
510
Morgan Dempsey Capital Management
Wisconsin
$10.5K 47 – –
BWL
511
Bogart Wealth LLC
Virginia
$10.1K 45 – –
CTWM
512
Cherry Tree Wealth Management
Minnesota
$9.84K 44 – –
O
513
Ossiam
France
$9.39K 42 +42 New
WBC
514
West Branch Capital
Massachusetts
$8.95K 40 – –
OCM
515
Orion Capital Management
California
$8.94K 40 – –
CAL
516
Capital Analysts LLC
Pennsylvania
$7K 30 -7 -19%
CFD
517
Creative Financial Designs
Indiana
$6.49K 29 – –
LI
518
LRI Investments
Florida
$6.49K 29 – –
BTI
519
Blue Trust Inc
Georgia
$6.11K 32 +31 +3,100%
VWA
520
Valued Wealth Advisors
Utah
$6.06K 27 -25 -48%
OFG
521
Oxford Financial Group
Indiana
$6.04K 27 +27 New
CA
522
Continuum Advisory
Idaho
$5.81K 26 – –
BHWM
523
Beaird Harris Wealth Management
Texas
$5.14K 23 +23 New
CFB
524
Cullen/Frost Bankers
Texas
$4.47K 20 – –
JWA
525
JFS Wealth Advisors
Pennsylvania
$4.03K 18 – –
19 20
21
22 23