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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 %
BST
101
Bath Savings Trust
Maine
$11.1M 42,608 -594 -1%
VMPIC
102
Varma Mutual Pension Insurance Co
Finland
$10.5M 42,900 +4,300 +11%
Connor, Clark & Lunn Investment Management (CC&L)
103
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.3M 39,309 -14,297 -27%
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$10.1M 38,623 +4,802 +14%
Principal Financial Group
105
Principal Financial Group
Iowa
$10M 38,375 +34,535 +899%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$9.87M 37,752 -3,770 -9%
SAM
107
Sawgrass Asset Management
Florida
$9.84M 37,635 -1,613 -4%
CCM
108
Carderock Capital Management
Maryland
$9.74M 37,261 +969 +3%
AF
109
Alerus Financial
North Dakota
$9.64M 36,867 -1,982 -5%
Allspring Global Investments
110
Allspring Global Investments
North Carolina
$9.23M 35,299 -93,297 -73%
AI
111
AdvisorShares Investments
Maryland
$8.66M 33,121 +528 +2%
MWM
112
MinichMacGregor Wealth Management
New York
$8.63M 33,018 -1,489 -4%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$8.6M 32,893 -823 -2%
SWP
114
Stratos Wealth Partners
Ohio
$8.41M 32,179 +286 +0.9%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$8.19M 31,328 -1,709 -5%
GF
116
Gabelli Funds
New York
$8.15M 31,152 -248 -0.8%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$8.09M 30,932 +28,471 +1,157%
ECU
118
Eisler Capital (US)
New York
$8.03M 30,700 +30,700 New
SCA
119
Snowden Capital Advisors
New York
$8.03M 30,692 -29,689 -49%
KM
120
KP Management
Minnesota
$7.78M 29,750 – –
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$7.6M 29,055 -1,851 -6%
SAM
122
Scopus Asset Management
New York
$7.44M 28,450 -6,550 -19%
LPL Financial
123
LPL Financial
California
$7.35M 28,118 +11,086 +65%
RJT
124
Raymond James Trust
Florida
$7.3M 27,936 – –
PCM
125
Pinnbrook Capital Management
New York
$7.09M 27,120 +4,902 +22%
3 4
5
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