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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 %
ASRS
176
Arizona State Retirement System
Arizona
$3.29M 12,569 +532 +4%
AG
177
AIA Group
Hong Kong
$3.24M 12,381 – –
US Bancorp
178
US Bancorp
Minnesota
$3.21M 12,292 +91 +0.7%
CRC
179
Curi RMB Capital
Illinois
$3.12M 11,917 +57 +0.5%
M&T Bank
180
M&T Bank
New York
$3.09M 11,811 -530 -4%
DnB Asset Management
181
DnB Asset Management
Norway
$3.04M 11,634 +1,135 +11%
PAMP
182
Polar Asset Management Partners
Ontario, Canada
$3.01M 11,500 +11,500 New
CAM
183
Cresset Asset Management
Illinois
$2.97M 11,369 +259 +2%
SFG
184
Snider Financial Group
Washington
$2.97M 11,367 -27 -0.2%
Kovitz Investment Group Partners
185
Kovitz Investment Group Partners
Illinois
$2.88M 10,935 -1,058 -9%
Focus Partners Wealth
186
Focus Partners Wealth
Massachusetts
$2.85M 10,912 -13,608 -55%
PAG
187
Private Advisor Group
New Jersey
$2.83M 10,826 -1,868 -15%
Robeco Institutional Asset Management
188
Robeco Institutional Asset Management
Netherlands
$2.79M 10,662 +4,712 +79%
GLAM
189
Gardner Lewis Asset Management
Pennsylvania
$2.78M 10,643 – –
PP
190
PFS Partners
New Jersey
$2.74M 10,483 – –
GAM
191
Groupama Asset Management
France
$2.74M 13,046 -2,468 -16%
Twin Tree Management
192
Twin Tree Management
Texas
$2.68M 10,256 +10,256 New
CGIM
193
Capital Group Investment Management
Singapore
$2.59M 9,909 +1,377 +16%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$2.46M 9,404 -244 -3%
Cerity Partners
195
Cerity Partners
New York
$2.43M 9,285 +1,425 +18%
D.E. Shaw & Co
196
D.E. Shaw & Co
New York
$2.41M 9,204 -60,230 -87%
CC
197
Centiva Capital
New York
$2.38M 9,113 +5,457 +149%
PA
198
PFG Advisors
Arizona
$2.32M 8,890 -1,140 -11%
Rafferty Asset Management
199
Rafferty Asset Management
New York
$2.29M 8,743 -288 -3%
FPAS
200
Focus Partners Advisor Solutions
Missouri
$2.25M 8,593 +14 +0.2%
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