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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 %
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$3.84M 17,177 -3,897 -18%
Swedbank
152
Swedbank
Sweden
$3.82M 17,100 -400 -2%
LPL Financial
153
LPL Financial
California
$3.81M 17,032 +2,375 +16%
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$3.77M 16,876 -1,237 -7%
Truist Financial
155
Truist Financial
North Carolina
$3.75M 16,766 -179 -1%
IWA
156
IBEX Wealth Advisors
New Jersey
$3.62M 16,210 +16,210 New
AIM
157
ARK Investment Management
Florida
$3.6M 16,081 -1,196 -7%
AllianceBernstein
158
AllianceBernstein
Tennessee
$3.51M 15,708 -436 -3%
GAM
159
Groupama Asset Management
France
$3.47M 15,514 -76 -0.5%
CIC
160
Carnegie Investment Counsel
Ohio
$3.35M 15,001 -315 -2%
HH
161
HWG Holdings
Texas
$3.28M 14,684 +14,684 New
GGHC
162
Gilder Gagnon Howe & Co
New York
$3.27M 14,612 -5 -0%
AQR Capital Management
163
AQR Capital Management
Connecticut
$3.17M 14,193 -5,010 -26%
AWS
164
Atria Wealth Solutions
New York
$3.17M 14,192 +71 +0.5%
RL
165
Retireful LLC
Michigan
$3.08M 13,790 +13,790 New
RAM
166
Resona Asset Management
Japan
$3.06M 13,658 -486 -3%
AWCI
167
Alpine Woods Capital Investors
New York
$3.04M 13,587 +760 +6%
JGC
168
J. Goldman & Co
New York
$2.95M 13,194 +13,194 New
DILIC
169
Dai-ichi Life Insurance Company
Japan
$2.87M 12,825 -5,849 -31%
PAG
170
Private Advisor Group
New Jersey
$2.84M 12,694 +216 +2%
SAM
171
Silvercrest Asset Management
New York
$2.83M 12,673 +469 +4%
State of New Jersey Common Pension Fund D
172
State of New Jersey Common Pension Fund D
New Jersey
$2.83M 12,635 -9,313 -42%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$2.79M 12,462 -1,686 -12%
AG
174
AIA Group
Hong Kong
$2.77M 12,381 +12,381 New
M&T Bank
175
M&T Bank
New York
$2.76M 12,341 -100 -0.8%
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