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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 %
VF
201
Virtu Financial
New York
$1.88M 8,411 +2,962 +54%
BCIM
202
British Columbia Investment Management
British Columbia, Canada
$1.88M 8,388 +3,200 +62%
Canada Life
203
Canada Life
Manitoba, Canada
$1.87M 8,362 +313 +4%
TFS
204
Thoroughbred Financial Services
Tennessee
$1.87M 8,361 +2,233 +36%
Calamos Advisors
205
Calamos Advisors
Illinois
$1.83M 8,163 +2,704 +50%
BB
206
Bell Bank
North Dakota
$1.81M 8,098 -1,724 -18%
Cerity Partners
207
Cerity Partners
New York
$1.76M 7,860 -3,689 -32%
X
208
Xponance
Pennsylvania
$1.73M 7,725 +430 +6%
Ensign Peak Advisors
209
Ensign Peak Advisors
Utah
$1.73M 7,719 -146,131 -95%
MW
210
Marcum Wealth
Ohio
$1.71M 7,652 – –
WAM
211
Wolverine Asset Management
Illinois
$1.68M 7,500 -6,500 -46%
Manulife (Manufacturers Life Insurance)
212
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.65M 7,387 +2,939 +66%
FAFTFSNP
213
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$1.63M 7,301 +7,301 New
BMSSC
214
B. Metzler seel. Sohn & Co
Germany
$1.63M 7,298 +45 +0.6%
URS
215
Utah Retirement Systems
Utah
$1.63M 7,290 -500 -6%
AAS
216
Avantax Advisory Services
Texas
$1.61M 7,196 +5,759 +401%
EML
217
Eos Management LP
New York
$1.6M 7,158 – –
Aberdeen Group
218
Aberdeen Group
United Kingdom
$1.58M 7,074 -8,379 -54%
AIC
219
Anthracite Investment Company
Texas
$1.57M 7,000 – –
VAM
220
Verity Asset Management
North Carolina
$1.55M 6,928 +528 +8%
SIA
221
Soltis Investment Advisors
Utah
$1.54M 6,869 +6,869 New
TAF
222
Tredje AP-fonden
Sweden
$1.53M 6,822 -108 -2%
MML Investors Services
223
MML Investors Services
Massachusetts
$1.49M 6,680 -1,403 -17%
VFA
224
Voya Financial Advisors
Connecticut
$1.48M 6,520 -68 -1%
LTAS
225
Linden Thomas Advisory Services
North Carolina
$1.47M 6,577 -1,605 -20%
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