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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 %
TAF
301
Tredje AP-fonden
Sweden
$811K -$811K -3,411 -50%
FHB
302
First Hawaiian Bank
Hawaii
$801K – – –
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$800K -$19.3K -81 -2%
CFGW
304
Chancellor Financial Group WB
Pennsylvania
$778K +$778K +3,271 New
NERM
305
New England Research & Management
Illinois
$767K +$767K +3,225 New
NA
306
Navellier & Associates
Nevada
$751K +$178K +748 +31%
DAM
307
Diamant Asset Management
Connecticut
$750K – – –
UH
308
Unigestion Holding
Switzerland
$748K – – –
BC
309
Barrett & Company
Rhode Island
$747K +$81.1K +341 +12%
KAS
310
Kestra Advisory Services
Texas
$740K +$24.7K +104 +3%
EA
311
Emerald Advisers
Pennsylvania
$739K +$172K +725 +30%
WLG
312
Williamson Legacy Group
Indiana
$738K +$74.4K +313 +11%
CPC
313
Cookson Peirce & Co
Pennsylvania
$727K +$272K +1,144 +60%
Public Employees Retirement Association of Colorado
314
Public Employees Retirement Association of Colorado
Colorado
$726K – – –
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$716K -$43.5K -217 -6%
MOS
316
MGO One Seven
Ohio
$709K -$16.4K -69 -2%
AQR Capital Management
317
AQR Capital Management
Connecticut
$702K -$2.58M -10,863 -79%
A
318
AlphaQuest
New York
$702K +$702K +2,953 New
GAG
319
GM Advisory Group
New York
$701K – – –
AB
320
Amalgamated Bank
New York
$700K – – –
Bank of Nova Scotia
321
Bank of Nova Scotia
Ontario, Canada
$698K -$186K -782 -21%
IMRF
322
Illinois Municipal Retirement Fund
Illinois
$693K – – –
HCM
323
Hengehold Capital Management
Ohio
$691K +$475 +2 +0.1%
MWM
324
MGB Wealth Management
Texas
$690K – – –
PP
325
PDT Partners
New York
$689K +$689K +2,900 New
11 12
13
14 15