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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 %
Corient Private Wealth
51
Corient Private Wealth
Florida
$35.2M 134,661 -247 -0.2%
NAM
52
Nissay Asset Management
Japan
$34.6M 132,341 +159 +0.1%
Swiss National Bank
53
Swiss National Bank
Switzerland
$34M 130,200 +500 +0.4%
GI
54
GAMCO Investors
Connecticut
$32.3M 123,385 – –
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$32M 122,540 -2,058 -2%
VIP
56
Vantage Investment Partners
Missouri
$32M 122,430 +1,717 +1%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$30.3M 116,001 +1,411 +1%
Nomura Asset Management
58
Nomura Asset Management
Japan
$29.2M 111,849 +1,081 +1%
MCM
59
Marsico Capital Management
Colorado
$27.6M 105,731 -8,505 -7%
SEI Investments
60
SEI Investments
Pennsylvania
$27.6M 105,710 -10,167 -9%
Axa
61
Axa
France
$27M 103,159 +1,179 +1%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$26.7M 102,082 +7,515 +8%
ACIM
63
Azimuth Capital Investment Management
Michigan
$26.2M 100,092 +1,512 +2%
Brown Advisory
64
Brown Advisory
Maryland
$25.7M 98,408 +2,140 +2%
Stifel Financial
65
Stifel Financial
Missouri
$25.2M 96,284 +2,233 +2%
RA
66
Royce & Associates
New York
$24.2M 92,648 – –
VOYA Investment Management
67
VOYA Investment Management
Georgia
$23.8M 91,202 -17,540 -16%
Citigroup
68
Citigroup
New York
$22.5M 86,109 -5,225 -6%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$22.5M 85,968 +3,014 +4%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$20.7M 79,155 -92,227 -54%
Wells Fargo
71
Wells Fargo
California
$20.6M 78,728 +11,938 +18%
Zurich Cantonal Bank
72
Zurich Cantonal Bank
Switzerland
$19.8M 75,684 +1,892 +3%
CIS
73
Capital International Sarl
California
$19.7M 75,230 +7,686 +11%
OAM
74
Oppenheimer Asset Management
New York
$19.3M 73,765 -4,038 -5%
RJA
75
Raymond James & Associates
Florida
$18.9M 72,410 +549 +0.8%
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