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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 %
BST
101
Bath Savings Trust
Maine
$9.66M 43,202 -2,642 -6%
ICP
102
Ironvine Capital Partners
Nebraska
$9.65M 43,167 -448 -1%
CI
103
Capital International
California
$9.62M 43,005 +12,670 +42%
DSC
104
Duncker Streett & Co
Missouri
$9.61M 42,968 +67 +0.2%
SRC
105
Stone Run Capital
New York
$9.55M 42,691 -25 -0.1%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$9.28M 41,522 -10,789 -21%
CII
107
Capital International Inc
California
$9.18M 41,069 +19,391 +89%
Deutsche Bank
108
Deutsche Bank
Germany
$9.12M 40,792 -42,028 -51%
SAM
109
Sawgrass Asset Management
Florida
$8.78M 39,248 -979 -2%
AF
110
Alerus Financial
North Dakota
$8.69M 38,849 -967 -2%
VMPIC
111
Varma Mutual Pension Insurance Co
Finland
$8.63M 38,600 -9,200 -19%
IECM
112
Intrinsic Edge Capital Management
Illinois
$8.49M 37,983 – –
CCM
113
Carderock Capital Management
Maryland
$8.12M 36,292 +3,366 +10%
SAM
114
Scopus Asset Management
New York
$7.83M 35,000 -9,000 -20%
MWM
115
MinichMacGregor Wealth Management
New York
$7.72M 34,507 -1,001 -3%
Mitsubishi UFJ Asset Management
116
Mitsubishi UFJ Asset Management
Japan
$7.56M 33,821 -576 -2%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$7.54M 33,716 -590 -2%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$7.39M 33,037 -31,964 -49%
AI
119
AdvisorShares Investments
Maryland
$7.19M 32,593 +2,244 +7%
SWP
120
Stratos Wealth Partners
Ohio
$7.13M 31,893 +296 +0.9%
Millennium Management
121
Millennium Management
New York
$7.12M 31,853 +20,296 +176%
GF
122
Gabelli Funds
New York
$7.02M 31,400 -500 -2%
HF
123
HRT Financial
New York
$6.93M 30,984 +16,461 +113%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$6.91M 30,906 +3,102 +11%
KM
125
KP Management
Minnesota
$6.65M 29,750 – –
3 4
5
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