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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 %
DAC
126
Dividend Assets Capital
South Carolina
$7M 26,780 +579 +2%
HighTower Advisors
127
HighTower Advisors
Illinois
$6.82M 26,105 -1,117 -4%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$6.66M 25,523 -1,459 -5%
RFC
129
Regions Financial Corp
Alabama
$6.58M 25,153 – –
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.48M 24,783 -3,715 -13%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$6.48M 24,768 +1,546 +7%
AssetMark Inc
132
AssetMark Inc
California
$6.31M 24,133 +23,935 +12,088%
IWA
133
IBEX Wealth Advisors
New Jersey
$6.14M 22,081 +5,871 +36%
IECM
134
Intrinsic Edge Capital Management
Illinois
$6.01M 22,983 -15,000 -39%
CHAM
135
Clear Harbor Asset Management
Connecticut
$5.98M 22,856 +11 +0%
RC
136
Roundview Capital
New Jersey
$5.75M 21,991 +638 +3%
PI
137
PGGM Investments
Netherlands
$5.65M 21,619 -4,604 -18%
SCM
138
SG Capital Management
Illinois
$5.58M 21,358 -540 -2%
KBC Group
139
KBC Group
Belgium
$5.53M 21,160 +3,564 +20%
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$5.2M 19,874 +12,155 +157%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$5.16M 19,891 +8,571 +76%
DS
142
Dudley & Shanley
Florida
$5.11M 19,550 – –
BBA
143
Baader Bank Aktiengesellschaft
Germany
$5.1M 19,510 +19,510 New
Mitsubishi UFJ Trust & Banking
144
Mitsubishi UFJ Trust & Banking
Japan
$5.1M 19,496 -408 -2%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$5.04M 19,263 +80 +0.4%
NAMA
146
Nikko Asset Management Americas
New York
$4.99M 19,069 -1,316 -6%
Jane Street
147
Jane Street
New York
$4.94M 18,907 -41,112 -68%
QT
148
Quantbot Technologies
New York
$4.92M 18,801 +15,214 +424%
Pictet Asset Management
149
Pictet Asset Management
Switzerland
$4.89M 18,706 +1,830 +11%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$4.81M 18,406 +13,395 +267%
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