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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 %
BlackRock
1
BlackRock
New York
$1.19B 4,557,073 -268,294 -6%
Capital World Investors
2
Capital World Investors
California
$1.03B 3,934,198 +192,149 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$962M 3,680,760 -30,854 -0.8%
State Street
4
State Street
Massachusetts
$386M 1,476,745 -17,487 -1%
Capital International Investors
5
Capital International Investors
California
$383M 1,463,721 -651,115 -31%
Lazard Asset Management
6
Lazard Asset Management
New York
$330M 1,263,131 -238,076 -16%
AM
7
AGF Management
Ontario, Canada
$252M 965,441 +15,496 +2%
RP
8
Riverbridge Partners
Minnesota
$238M 911,930 -88,953 -9%
Morgan Stanley
9
Morgan Stanley
New York
$210M 803,106 +3,425 +0.4%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$181M 692,383 +544,717 +369%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$179M 685,660 -2,309 -0.3%
American Century Companies
12
American Century Companies
Missouri
$166M 635,705 -237,895 -27%
Federated Hermes
13
Federated Hermes
Pennsylvania
$144M 551,161 +1,318 +0.2%
UBS AM
14
UBS AM
Illinois
$129M 493,755 -15,953 -3%
Charles Schwab
15
Charles Schwab
California
$123M 471,711 +60,541 +15%
Invesco
16
Invesco
Georgia
$106M 404,660 +21,946 +6%
EAM
17
EULAV Asset Management
Florida
$105M 402,193 +19,200 +5%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$100M 386,286 +36,570 +10%
Bank of America
19
Bank of America
North Carolina
$99.6M 380,813 +58,329 +18%
FAM
20
Fred Alger Management
New York
$95.2M 364,050 -126,111 -26%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$94.9M 362,878 +13,100 +4%
Fisher Asset Management
22
Fisher Asset Management
Washington
$90.8M 347,233 +32,448 +10%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$75.7M 289,407 +37,745 +15%
Two Sigma Investments
24
Two Sigma Investments
New York
$72.2M 276,172 -41,868 -13%
SA
25
Sanctuary Advisors
Indiana
$72.2M 258,597 +50,125 +24%
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