HEI icon

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 %
VWA
551
Valued Wealth Advisors
Utah
$7.08K 27 – –
BHWM
552
Beaird Harris Wealth Management
Texas
$6.02K 23 – –
QC
553
Quent Capital
New York
$5.49K 21 +12 +133%
CA
554
CoreCap Advisors
Michigan
$5.49K 21 +21 New
CFB
555
Cullen/Frost Bankers
Texas
$5.23K 20 – –
JWA
556
JFS Wealth Advisors
Pennsylvania
$4.97K 19 +1 +6%
CA
557
Continuum Advisory
Idaho
$4.71K 17 -9 -35%
ZB
558
Zions Bancorporation
Utah
$4.45K 17 – –
BBHC
559
Brown Brothers Harriman & Co
New York
$3.66K 14 +14 New
BGAI
560
Bruce G. Allen Investments
Colorado
$3.4K 13 – –
CAS
561
Coppell Advisory Solutions
Texas
$3.37K 13 – –
ATS
562
Ashton Thomas Securities
New York
$3.14K 12 +12 New
CAL
563
Capital Advisors Ltd
Ohio
$3K 13 – –
CPA
564
Capital Performance Advisors
California
$2.62K 10 +10 New
FHA
565
First Horizon Advisors
Tennessee
$2.35K 9 – –
MG
566
Mather Group
Illinois
$2.09K 8 -500 -98%
HCP
567
Hexagon Capital Partners
Arkansas
$2.09K 8 +2 +33%
AW
568
Avion Wealth
Texas
$2K 9 +4 +80%
LIM
569
Longfellow Investment Management
Massachusetts
$1.83K 7 – –
DPW
570
DiNuzzo Private Wealth
Pennsylvania
$1.57K 6 – –
MFG
571
Mendota Financial Group
Wisconsin
$1.57K 6 +6 New
S
572
Sachetta
Massachusetts
$1.31K 5 -5 -50%
SIC
573
SJS Investment Consulting
Ohio
$1.31K 5 – –
AAP
574
Arax Advisory Partners
Colorado
$1.31K 5 +5 New
SIS
575
Sound Income Strategies
Florida
$1.31K 5 – –
21 22
23
24 25