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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 %
PCWA
526
Pacific Capital Wealth Advisors
California
$4.03K 18 +18 New
ZB
527
Zions Bancorporation
Utah
$3.8K 17 – –
CAL
528
Capital Advisors Ltd
Ohio
$3K 13 – –
BGAI
529
Bruce G. Allen Investments
Colorado
$2.91K 13 – –
CAS
530
Coppell Advisory Solutions
Texas
$2.91K 13 +13 New
S
531
Sachetta
Massachusetts
$2.39K 10 +6 +150%
FHA
532
First Horizon Advisors
Tennessee
$2.01K 9 -13 -59%
QC
533
Quent Capital
New York
$2.01K 9 – –
LIM
534
Longfellow Investment Management
Massachusetts
$1.57K 7 – –
DPW
535
DiNuzzo Private Wealth
Pennsylvania
$1.34K 6 +1 +20%
HCP
536
Hexagon Capital Partners
Arkansas
$1.34K 6 +6 New
SIC
537
SJS Investment Consulting
Ohio
$1.12K 5 – –
SIS
538
Sound Income Strategies
Florida
$1.12K 5 +5 New
LIA
539
Lynx Investment Advisory
District of Columbia
$1.12K 5 +5 New
AW
540
Avion Wealth
Texas
$1K 5 +5 New
MCM
541
MV Capital Management
Maryland
$895 4 +3 +300%
TCM
542
Tradewinds Capital Management
Washington
$895 4 +4 New
IRC
543
Investors Research Corp
Georgia
$894 4 – –
TWD
544
True Wealth Design
Ohio
$448 2 – –
BCMLT
545
Beacon Capital Management LLC (Tennessee)
Tennessee
$447 2 – –
CFO
546
CVA Family Office
Colorado
$447 2 +2 New
SFC
547
Strategic Financial Concepts
Texas
$125 29,881 +29,881 New
CAM
548
Creekmur Asset Management
Illinois
– – – –
ZEP
549
Zeno Equity Partners
United Kingdom
– – -161,570 Closed
Qube Research & Technologies (QRT)
550
Qube Research & Technologies (QRT)
United Kingdom
– – -112,989 Closed
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