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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 %
AAM
151
Advisors Asset Management
Colorado
$4.79M 18,334 +604 +3%
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$4.74M 18,141 +464 +3%
KJHP
153
K.J. Harrison & Partners
Ontario, Canada
$4.58M 17,540 -4,000 -19%
PIM
154
Penobscot Investment Management
Massachusetts
$4.56M 17,444 -50 -0.3%
MSV
155
MN Services Vermogensbeheer
Netherlands
$4.52M 17,300 – –
Assenagon Asset Management
156
Assenagon Asset Management
Luxembourg
$4.5M 17,218 +17,218 New
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$4.45M 17,035 -142 -0.8%
Truist Financial
158
Truist Financial
North Carolina
$4.34M 16,580 -186 -1%
SA
159
SpiderRock Advisors
Delaware
$4.05M 15,490 +12,900 +498%
HH
160
HWG Holdings
Texas
$4.04M 15,444 +760 +5%
AllianceBernstein
161
AllianceBernstein
Tennessee
$4.02M 15,383 -325 -2%
EP
162
Edgestream Partners
New Jersey
$3.93M 15,027 +15,027 New
CIC
163
Carnegie Investment Counsel
Ohio
$3.9M 14,921 -80 -0.5%
AIM
164
ARK Investment Management
Florida
$3.89M 14,885 -1,196 -7%
BMSSC
165
B. Metzler seel. Sohn & Co
Germany
$3.84M 14,667 +7,369 +101%
GGHC
166
Gilder Gagnon Howe & Co
New York
$3.76M 14,398 -214 -1%
MIM
167
Monashee Investment Management
Massachusetts
$3.66M 14,000 +14,000 New
AQR Capital Management
168
AQR Capital Management
Connecticut
$3.59M 13,817 -376 -3%
AWS
169
Atria Wealth Solutions
New York
$3.56M 13,619 -573 -4%
GCM
170
Gunderson Capital Management
South Carolina
$3.55M 13,571 +1,818 +15%
SAM
171
Silvercrest Asset Management
New York
$3.44M 13,158 +485 +4%
BCPE
172
Bain Capital Public Equity
Massachusetts
$3.44M 13,155 +13,155 New
RAM
173
Resona Asset Management
Japan
$3.44M 13,150 -508 -4%
AWCI
174
Alpine Woods Capital Investors
New York
$3.39M 12,851 -736 -5%
State of New Jersey Common Pension Fund D
175
State of New Jersey Common Pension Fund D
New Jersey
$3.3M 12,635 – –
5 6
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