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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 %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.37M 28,498 +11,065 +63%
RJT
127
Raymond James Trust
Florida
$6.25M 27,936 +2,000 +8%
HighTower Advisors
128
HighTower Advisors
Illinois
$6.08M 27,222 +5,802 +27%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$6.03M 26,982 -30,992 -53%
PI
130
PGGM Investments
Netherlands
$5.86M 26,223 -9,620 -27%
DAC
131
Dividend Assets Capital
South Carolina
$5.86M 26,201 +1,767 +7%
RFC
132
Regions Financial Corp
Alabama
$5.62M 25,153 – –
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$5.48M 24,520 +12,136 +98%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$5.19M 23,222 -111 -0.5%
CHAM
135
Clear Harbor Asset Management
Connecticut
$5.11M 22,845 +80 +0.4%
PCM
136
Pinnbrook Capital Management
New York
$4.97M 22,218 +22,218 New
SCM
137
SG Capital Management
Illinois
$4.9M 21,898 +21,898 New
KJHP
138
K.J. Harrison & Partners
Ontario, Canada
$4.82M 21,540 +3,000 +16%
RC
139
Roundview Capital
New Jersey
$4.77M 21,353 +5,189 +32%
APC
140
Alpine Peaks Capital
New York
$4.57M 20,433 -2,000 -9%
NAMA
141
Nikko Asset Management Americas
New York
$4.56M 20,385 -2,351 -10%
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$4.45M 19,904 -1,587 -7%
DS
143
Dudley & Shanley
Florida
$4.37M 19,550 +1,150 +6%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$4.29M 19,183 -963 -5%
JF
145
Jump Financial
Illinois
$4.04M 18,063 +3,899 +28%
AAM
146
Advisors Asset Management
Colorado
$3.96M 17,730 +1,804 +11%
Royal London Asset Management
147
Royal London Asset Management
United Kingdom
$3.95M 17,677 +4 +0%
KBC Group
148
KBC Group
Belgium
$3.94M 17,596 -157 -0.9%
PIM
149
Penobscot Investment Management
Massachusetts
$3.91M 17,494 +75 +0.4%
MSV
150
MN Services Vermogensbeheer
Netherlands
$3.87M 17,300 -400 -2%
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