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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 %
BFS
326
Bradley Foster & Sargent
Connecticut
$667K +$15.9K +67 +2%
CL
327
Choreo LLC
Illinois
$665K -$69K -288 -9%
Calamos Advisors
328
Calamos Advisors
Illinois
$652K -$1.29M -5,419 -66%
SAM
329
Shell Asset Management
Netherlands
$648K +$318K +1,340 +97%
CC
330
Centiva Capital
New York
$647K -$1.52M -6,391 -70%
MIM
331
MetLife Investment Management
New Jersey
$646K -$14.7K -62 -2%
MWM
332
Moran Wealth Management
Florida
$639K +$12.1K +51 +2%
TWPM
333
Total Wealth Planning & Management
Florida
$637K +$637K +2,681 New
VA
334
Vident Advisory
Georgia
$620K +$109K +460 +21%
MSRPS
335
Maryland State Retirement & Pension System
Maryland
$599K – – –
Mercer Global Advisors
336
Mercer Global Advisors
Colorado
$583K -$906K -3,810 -61%
GAM
337
Generali Asset Management
Italy
$582K +$582K +2,446 New
MA
338
Mezzasalma Advisors
New Jersey
$579K – – –
BCMO
339
Buckingham Capital Management (Ohio)
Ohio
$578K – – –
CM
340
Crestline Management
Texas
$553K +$553K +2,326 New
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$552K +$9.27K +39 +2%
Simplex Trading
342
Simplex Trading
Illinois
$549K +$549K +2,312 New
PIC
343
Portland Investment Counsel
Ontario, Canada
$533K +$341K +1,436 +178%
Canada Pension Plan Investment Board
344
Canada Pension Plan Investment Board
Ontario, Canada
$533K +$348K +1,462 +188%
DILIC
345
Dai-ichi Life Insurance Company
Japan
$532K -$673K -2,832 -56%
WDA
346
Wendell David Associates
New Hampshire
$525K +$6.65K +28 +1%
BFG
347
Bleakley Financial Group
New Jersey
$518K -$2.14K -9 -0.4%
CA
348
Clearstead Advisors
Ohio
$494K +$55.9K +235 +13%
Allianz Asset Management
349
Allianz Asset Management
Germany
$493K +$289K +1,216 +142%
FIM
350
Freedom Investment Management
Connecticut
$491K +$3.8K +16 +0.8%
12 13
14
15 16