Polar Asset Management Partners’s HEICO Corp HEI Stock Holding History

Polar Asset Management Partners’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,800	Closed	-$3.04M	–	627
2024 Q4	$3.04M	Buy	12,800 +1,300	+11%	+$337K	0.04%	295
2024 Q3	$3.01M	Buy	+11,500	New	+$2.78M	0.06%	278
2024 Q1	–	Sell	-24,600	Closed	-$4.4M	–	823
2023 Q4	$4.4M	Buy	+24,600	New	+$4.16M	0.08%	241
2023 Q3	–	Sell	-28,700	Closed	-$5.08M	–	925
2023 Q2	$5.08M	Buy	+28,700	New	+$4.84M	0.09%	280

Other funds holding HEI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polar Asset Management Partners's HEI Position: Q1 2025 in Review

Polar Asset Management Partners sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 12,800 shares — an estimated $3.04M sold.

Polar Asset Management Partners first reported a position in HEI in Q2 2023 and held it in 4 quarters. The position peaked at $5.08M in Q2 2023. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

Polar Asset Management Partners reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
Polar Asset Management Partners sold 12,800 HEICO Corp shares in Q1 2025, an estimated $3.04M.
Polar Asset Management Partners first reported a position in HEICO Corp in Q2 2023 and held it in 4 quarters.
Polar Asset Management Partners's HEICO Corp position peaked at $5.08M in Q2 2023.
640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Polar Asset Management Partners's 13F filing for Q1 2025, filed 15 May 2025.