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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 %
MLL
276
Moody Lynn & Lieberson
Massachusetts
$1.01M +$15.5K +65 +2%
II
277
IFM Investors
Australia
$990K -$254K -1,067 -20%
NFC
278
Northeast Financial Consultants
Connecticut
$975K – – –
CWM
279
Congress Wealth Management
Massachusetts
$966K -$1.66K -7 -0.2%
GAM
280
Gotham Asset Management
New York
$960K +$246K +1,036 +35%
MC
281
Moors & Cabot
Massachusetts
$953K -$181K -760 -16%
ACM
282
Avalon Capital Management
California
$931K +$7.13K +30 +0.8%
BWM
283
Baron Wealth Management
Michigan
$898K – – –
Comerica Bank
284
Comerica Bank
Texas
$878K -$7.13K -30 -0.8%
CT
285
Chicago Trust
Illinois
$874K -$11.9K -50 -1%
BWA
286
Burt Wealth Advisors
Maryland
$849K – – –
BG
287
Bahl & Gaynor
Ohio
$848K – – –
Bessemer Group
288
Bessemer Group
New Jersey
$845K – – –
FFM
289
Forum Financial Management
Illinois
$845K -$114K -481 -12%
N
290
Numerai
California
$844K +$310K +1,305 +58%
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$840K +$23.8K +100 +3%
QI
292
Qtron Investments
Massachusetts
$837K +$149K +625 +22%
LPAM
293
Lodestar Private Asset Management
California
$832K – – –
PA
294
Pinnacle Associates
New York
$832K +$832K +3,500 New
BOTPPF
295
Board of the Pension Protection Fund
United Kingdom
$832K +$832K +3,500 New
Jones Financial Companies
296
Jones Financial Companies
Missouri
$832K +$163K +685 +24%
IIC
297
Ironwood Investment Counsel
Arizona
$831K – – –
NRD
298
Nebula Research & Development
New York
$828K +$828K +3,481 New
DTL
299
Dynamic Technology Lab
Singapore
$827K -$352K -1,483 -30%
GIBU
300
Gulf International Bank (UK)
United Kingdom
$813K -$20K -84 -2%
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