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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 %
QCM
201
Quantinno Capital Management
New York
$2.24M 8,553 +2,689 +46%
ATPW
202
Ashton Thomas Private Wealth
Arizona
$2.22M 8,485 -21 -0.2%
Credit Agricole
203
Credit Agricole
France
$2.21M 8,437 +7,137 +549%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$2.2M 8,399 -436 -5%
TFS
205
Thoroughbred Financial Services
Tennessee
$2.19M 8,368 +7 +0.1%
APC
206
Alpine Peaks Capital
New York
$2.18M 8,333 -12,100 -59%
Canada Life
207
Canada Life
Manitoba, Canada
$2.17M 8,282 -80 -1%
Aberdeen Group
208
Aberdeen Group
United Kingdom
$2.17M 8,289 +1,215 +17%
Calamos Advisors
209
Calamos Advisors
Illinois
$2.13M 8,163 – –
ACM
210
Aquatic Capital Management
Illinois
$2.11M 8,080 +2,280 +39%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$2.1M 8,020 -1,014 -11%
FRAF
212
Första AP-fonden
Sweden
$2.07M 7,900 -2,300 -23%
Korea Investment Corp
213
Korea Investment Corp
South Korea
$2.03M 7,753 -3,200 -29%
X
214
Xponance
Pennsylvania
$2.01M 7,700 -25 -0.3%
MW
215
Marcum Wealth
Ohio
$2M 7,652 – –
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.97M 7,534 +147 +2%
IWM
217
IHT Wealth Management
Illinois
$1.96M 7,497 +2,534 +51%
DekaBank Deutsche Girozentrale
218
DekaBank Deutsche Girozentrale
Germany
$1.94M 7,392 +1,017 +16%
BB
219
Bell Bank
North Dakota
$1.93M 7,398 -700 -9%
BCIM
220
British Columbia Investment Management
British Columbia, Canada
$1.91M 7,321 -1,067 -13%
HF
221
HRT Financial
New York
$1.91M 7,299 -23,685 -76%
URS
222
Utah Retirement Systems
Utah
$1.91M 7,290 – –
EML
223
Eos Management LP
New York
$1.87M 7,158 – –
CCS
224
Concentric Capital Strategies
Connecticut
$1.86M 7,117 -3,348 -32%
AAS
225
Avantax Advisory Services
Texas
$1.84M 7,042 -154 -2%
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