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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 %
TCM
576
Tradewinds Capital Management
Washington
$1.05K 4 – –
CFO
577
CVA Family Office
Colorado
$1.05K 4 +2 +100%
MCM
578
MV Capital Management
Maryland
$523 2 -2 -50%
TWD
579
True Wealth Design
Ohio
$523 2 – –
BCMLT
580
Beacon Capital Management LLC (Tennessee)
Tennessee
$523 2 – –
WOC
581
West Oak Capital
California
$288 110 – –
CAM
582
Creekmur Asset Management
Illinois
– – – –
Norges Bank
583
Norges Bank
Norway
– – -65,784 Closed
SFC
584
Strategic Financial Concepts
Texas
– – -29,881 Closed
Swedbank
585
Swedbank
Sweden
– – -17,100 Closed
RL
586
Retireful LLC
Michigan
– – -13,790 Closed
JGC
587
J. Goldman & Co
New York
– – -13,194 Closed
Marshall Wace
588
Marshall Wace
United Kingdom
– – -9,108 Closed
APG Asset Management
589
APG Asset Management
Netherlands
– – -6,135 Closed
CPBTD
590
Central Pacific Bank - Trust Division
Hawaii
– – -5,031 Closed
II
591
Inspire Investing
Idaho
– – -4,455 Closed
SCM
592
Stevens Capital Management
Pennsylvania
– – -3,935 Closed
XT
593
XTX Topco
Cayman Islands
– – -3,800 Closed
MPM
594
MBB Public Markets
Illinois
– – -3,200 Closed
FRM
595
Fox Run Management
Connecticut
– – -2,647 Closed
SRL
596
Scientech Research LLC
New Jersey
– – -2,388 Closed
BCM
597
Bayesian Capital Management
New York
– – -2,300 Closed
SW
598
Simplicity Wealth
New Jersey
– – -2,165 Closed
PCM
599
Penserra Capital Management
California
– – -1,962 Closed
IC
600
IEQ Capital
California
– – -1,961 Closed
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24
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