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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 %
SEC
601
Seven Eight Capital
New York
– – -1,893 Closed
TSS
602
Two Sigma Securities
New York
– – -1,766 Closed
ALAM
603
Asahi Life Asset Management
Japan
– – -1,560 Closed
SP
604
Symmetry Partners
Connecticut
– – -1,449 Closed
PRC
605
Pearl River Capital
Michigan
– – -1,400 Closed
CC
606
Corton Capital
Ontario, Canada
– – -1,123 Closed
PFMU
607
Privium Fund Management (UK)
United Kingdom
– – -1,062 Closed
MCM
608
MAI Capital Management
Ohio
– – -1,054 Closed
SF
609
Symphony Financial
Texas
– – -1,052 Closed
JWCA
610
J.W. Cole Advisors
Florida
– – -973 Closed
PMAM
611
Picton Mahoney Asset Management
Ontario, Canada
– – -965 Closed
Wolverine Trading
612
Wolverine Trading
Illinois
– – -961 Closed
SAF
613
Smith Anglin Financial
Texas
– – -952 Closed
BFA
614
Beaumont Financial Advisors
Massachusetts
– – -914 Closed
GWP
615
Gen-Wealth Partners
Michigan
– – -358 Closed
ANBT
616
American National Bank & Trust
Texas
– – -295 Closed
KFS
617
Kelly Financial Services
Massachusetts
– – -59 Closed
IAIM
618
International Assets Investment Management
Florida
– – -52 Closed
O
619
Ossiam
France
– – -42 Closed
OCM
620
Orion Capital Management
California
– – -40 Closed
OFG
621
Oxford Financial Group
Indiana
– – -27 Closed
PCWA
622
Pacific Capital Wealth Advisors
California
– – -18 Closed
LIA
623
Lynx Investment Advisory
District of Columbia
– – -5 Closed
IRC
624
Investors Research Corp
Georgia
– – -4 Closed
Tudor Investment Corp
625
Tudor Investment Corp
Connecticut
– – – –
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