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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 %
US Bancorp
176
US Bancorp
Minnesota
$2.73M 12,201 -113 -0.9%
ASRS
177
Arizona State Retirement System
Arizona
$2.69M 12,037 -4 -0%
Kovitz Investment Group Partners
178
Kovitz Investment Group Partners
Illinois
$2.68M 11,993 +6,909 +136%
CRC
179
Curi RMB Capital
Illinois
$2.65M 11,860 +252 +2%
GCM
180
Gunderson Capital Management
South Carolina
$2.63M 11,753 +11,753 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$2.6M 11,320 +612 +6%
SFG
182
Snider Financial Group
Washington
$2.55M 11,394 +3,297 +41%
CAM
183
Cresset Asset Management
Illinois
$2.48M 11,110 +1,744 +19%
Korea Investment Corp
184
Korea Investment Corp
South Korea
$2.45M 10,953 -1,666 -13%
GLAM
185
Gardner Lewis Asset Management
Pennsylvania
$2.38M 10,643 -1,110 -9%
DnB Asset Management
186
DnB Asset Management
Norway
$2.35M 10,499 +277 +3%
PP
187
PFS Partners
New Jersey
$2.34M 10,483 – –
CCS
188
Concentric Capital Strategies
Connecticut
$2.34M 10,465 +10,465 New
FRAF
189
Första AP-fonden
Sweden
$2.28M 10,200 +10,200 New
PA
190
PFG Advisors
Arizona
$2.24M 10,030 -101 -1%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$2.16M 9,648 -631 -6%
Walleye Capital
192
Walleye Capital
New York
$2.06M 9,198 +8,307 +932%
Marshall Wace
193
Marshall Wace
United Kingdom
$2.04M 9,108 +9,108 New
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$2.02M 9,034 -1,943 -18%
Verition Fund Management
195
Verition Fund Management
Connecticut
$2.02M 9,034 +5,712 +172%
Rafferty Asset Management
196
Rafferty Asset Management
New York
$2.02M 9,031 -523 -5%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$1.98M 8,835 +565 +7%
FPAS
198
Focus Partners Advisor Solutions
Missouri
$1.92M 8,579 -209 -2%
CGIM
199
Capital Group Investment Management
Singapore
$1.91M 8,532 +2,970 +53%
ATPW
200
Ashton Thomas Private Wealth
Arizona
$1.9M 8,506 -445 -5%
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