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 %
Corient Private Wealth
51
Corient Private Wealth
Florida
$30.2M 134,908 +455 +0.3%
NAM
52
Nissay Asset Management
Japan
$29.6M 132,182 -9,361 -7%
Barclays
53
Barclays
United Kingdom
$29.5M 131,917 -202,806 -61%
Swiss National Bank
54
Swiss National Bank
Switzerland
$29M 129,700 -1,400 -1%
Allspring Global Investments
55
Allspring Global Investments
North Carolina
$28.8M 128,596 -37,390 -23%
Lord, Abbett & Co
56
Lord, Abbett & Co
New Jersey
$27.9M 124,598 +124,598 New
GI
57
GAMCO Investors
Connecticut
$27.6M 123,385 – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$27.5M 122,789 +17,141 +16%
VIP
59
Vantage Investment Partners
Missouri
$27M 120,713 +120,713 New
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$26.8M 119,776 -46,169 -28%
SEI Investments
61
SEI Investments
Pennsylvania
$25.9M 115,877 -13,098 -10%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$25.6M 114,590 -11,842 -9%
MCM
63
Marsico Capital Management
Colorado
$25.5M 114,236 +18,465 +19%
Nomura Asset Management
64
Nomura Asset Management
Japan
$24.8M 110,768 +39,864 +56%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$24.3M 108,742 +4,364 +4%
Axa
66
Axa
France
$22.8M 101,980 +10,143 +11%
ACIM
67
Azimuth Capital Investment Management
Michigan
$22M 98,580 +1,720 +2%
Brown Advisory
68
Brown Advisory
Maryland
$21.5M 96,268 -501 -0.5%
CDH
69
Charles D. Hyman
$21.2M 94,910 -712 -0.7%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$21.1M 94,567 +19,456 +26%
Stifel Financial
71
Stifel Financial
Missouri
$21M 94,051 -15,159 -14%
RA
72
Royce & Associates
New York
$20.7M 92,648 -6,846 -7%
Citigroup
73
Citigroup
New York
$20.4M 91,334 -13,519 -13%
Ameriprise
74
Ameriprise
Minnesota
$18.7M 83,833 -149,166 -64%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$18.5M 82,954 +2,681 +3%
1 2
3
4 5