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HEICO
HEI

Overview Fund Activity

601 hedge funds and large institutions have $9.31B invested in HEICO in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 204 increasing their positions, 181 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+20
Holders Change %
+3.44%
% of All Funds
8%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
88
Increased
204
Reduced
181
Closed
60
Calls
$61M
Puts
$47.5M
Net Calls
+$13.5M
Net Calls Change
-$5.96M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.16B
2
UBS Group
2
UBS Group
Switzerland
$201M
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$111M
4
Citadel Advisors
4
Citadel Advisors
Florida
$76.2M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$41.4M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$83.3M
2
American Century Companies
2
American Century Companies
Missouri
$66.8M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$258M
4
BlackRock
4
BlackRock
New York
$1.05B
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$5.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
EML
226
Eos Management LP
New York
$1.7M – – –
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$1.7M -$210K -885 -11%
FRAF
228
Första AP-fonden
Sweden
$1.69M -$190K -800 -10%
ECM
229
Everence Capital Management
Indiana
$1.68M +$1.68M +7,070 New
BRCM
230
Bright Rock Capital Management
Massachusetts
$1.66M – – –
AIC
231
Anthracite Investment Company
Texas
$1.66M – – –
MML Investors Services
232
MML Investors Services
Massachusetts
$1.65M +$130K +546 +9%
FPAS
233
Focus Partners Advisor Solutions
Missouri
$1.63M -$408K -1,717 -20%
MAM
234
Morse Asset Management
Connecticut
$1.62M +$160K +673 +11%
SIA
235
Soltis Investment Advisors
Utah
$1.61M – – –
LIM
236
Lagoda Investment Management
New York
$1.56M +$396K +1,665 +34%
LTAS
237
Linden Thomas Advisory Services
North Carolina
$1.55M -$3.57K -15 -0.2%
VAM
238
Verity Asset Management
North Carolina
$1.52M -$30K -126 -2%
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$1.46M +$53.3K +224 +4%
SCM
240
Semanteon Capital Management
Massachusetts
$1.45M +$354K +1,489 +32%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$1.45M +$69.2K +291 +5%
PFSRSONJ
242
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.45M +$1.45M +6,090 New
Creative Planning
243
Creative Planning
Kansas
$1.44M +$278K +1,170 +24%
APC
244
Alpine Peaks Capital
New York
$1.43M -$554K -2,331 -28%
MIF
245
Mediolanum International Funds
Ireland
$1.42M – – –
Pathstone Holdings
246
Pathstone Holdings
New Jersey
$1.41M +$6.66K +28 +0.5%
BEI
247
Benjamin Edwards Inc
Missouri
$1.38M +$16.6K +70 +1%
Toronto Dominion Bank
248
Toronto Dominion Bank
Ontario, Canada
$1.36M +$46.6K +196 +4%
MHC
249
Meyer Handelman Company
New York
$1.33M – – –
CAM
250
Cresset Asset Management
Illinois
$1.32M -$1.39M -5,830 -51%
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