HEI icon

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 %
SC
576
Savant Capital
Illinois
– – -1,930 Closed
CAM
577
Concorde Asset Management
Michigan
– – -1,923 Closed
ONB
578
Old National Bancorp
Indiana
– – -1,663 Closed
CIA
579
Concurrent Investment Advisors
Florida
– – -1,477 Closed
OQS
580
Occudo Quantitative Strategies
Florida
– – -1,436 Closed
Walleye Trading
581
Walleye Trading
New York
– – -1,429 Closed
QWP
582
Quotient Wealth Partners
Texas
– – -1,423 Closed
TAM
583
Tocqueville Asset Management
New York
– – -1,385 Closed
Simplex Trading
584
Simplex Trading
Illinois
– – -1,331 Closed
DS
585
DRW Securities
Illinois
– – -1,200 Closed
PCMH
586
Polymer Capital Management (HK)
Hong Kong
– – -1,180 Closed
Teacher Retirement System of Texas
587
Teacher Retirement System of Texas
Texas
– – -1,113 Closed
TC
588
TownSquare Capital
Utah
– – -1,106 Closed
Allianz Asset Management
589
Allianz Asset Management
Germany
– – -900 Closed
AIG
590
American International Group
New York
– – -715 Closed
SWS
591
SYSTM Wealth Solutions
Illinois
– – -481 Closed
BL
592
Balentine LLC
Georgia
– – -379 Closed
First Manhattan
593
First Manhattan
New York
– – -214 Closed
PAS
594
Point72 Asia (Singapore)
Singapore
– – -196 Closed
TC
595
Truvestments Capital
Florida
– – -145 Closed
QL
596
Quarry LP
New York
– – -103 Closed
FGAM
597
Financial Gravity Asset Management
Texas
– – -20 Closed
PIM
598
Plato Investment Management
Australia
– – -7 Closed
CA
599
Crewe Advisors
Utah
– – -4 Closed
HGERS
600
Householder Group Estate & Retirement Specialist
Arizona
– – -3 Closed
21 22 23
24
25