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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 %
BlackRock
1
BlackRock
New York
$1.08B 4,825,367 -96,805 -2%
Capital World Investors
2
Capital World Investors
California
$837M 3,742,049 +516,958 +16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$830M 3,711,614 +92,801 +3%
Capital International Investors
4
Capital International Investors
California
$473M 2,114,836 +98,760 +5%
Lazard Asset Management
5
Lazard Asset Management
New York
$336M 1,501,207 -171,845 -10%
State Street
6
State Street
Massachusetts
$334M 1,494,232 -47,890 -3%
RP
7
Riverbridge Partners
Minnesota
$224M 1,000,883 -113,489 -10%
AM
8
AGF Management
Ontario, Canada
$212M 949,945 +362,625 +62%
American Century Companies
9
American Century Companies
Missouri
$195M 873,600 +177,508 +26%
Morgan Stanley
10
Morgan Stanley
New York
$179M 799,681 -63,672 -7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$154M 687,969 +7,183 +1%
Federated Hermes
12
Federated Hermes
Pennsylvania
$123M 549,843 -44,649 -8%
UBS AM
13
UBS AM
Illinois
$114M 509,708 +333,857 +190%
FAM
14
Fred Alger Management
New York
$110M 490,161 +14,665 +3%
Charles Schwab
15
Charles Schwab
California
$91.9M 411,170 +6,919 +2%
EAM
16
EULAV Asset Management
Florida
$85.6M 382,993 +30,900 +9%
Invesco
17
Invesco
Georgia
$85.6M 382,714 +16,468 +4%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$78.2M 349,778 +36,400 +12%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$78.2M 349,716 +4,918 +1%
Bank of America
20
Bank of America
North Carolina
$72.1M 322,484 -12,843 -4%
Two Sigma Investments
21
Two Sigma Investments
New York
$71.1M 318,040 -11,726 -4%
Fisher Asset Management
22
Fisher Asset Management
Washington
$70.4M 314,785 +33,720 +12%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$68.7M 307,347 -240,870 -44%
Northern Trust
24
Northern Trust
Illinois
$64.3M 287,358 -4,317 -1%
Jennison Associates
25
Jennison Associates
New York
$63M 281,557 +19,408 +7%
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