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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 %
D.E. Shaw & Co
351
D.E. Shaw & Co
New York
$491K -$1.7M -7,139 -78%
IIC
352
Integrated Investment Consultants
Michigan
$483K -$3.54M -14,911 -88%
LWM
353
LJI Wealth Management
Indiana
$475K – – –
CWM
354
CIBC World Markets
New York
$472K -$136K -571 -22%
SF
355
Synovus Financial
Georgia
$467K -$2.38K -10 -0.5%
CAG
356
Csenge Advisory Group
Florida
$464K +$5.94K +25 +1%
XT
357
XTX Topco
Cayman Islands
$461K +$461K +1,941 New
RWM
358
RKL Wealth Management
Pennsylvania
$458K -$7.13K -30 -2%
PFBT
359
Parkside Financial Bank & Trust
Missouri
$458K -$47.8K -201 -9%
OFS
360
OneAscent Financial Services
Alabama
$457K +$457K +1,922 New
CWM
361
Connecticut Wealth Management
Connecticut
$456K – – –
IWA
362
Icon Wealth Advisors
Texas
$452K -$32.3K -136 -7%
ASN
363
Advisory Services Network
Georgia
$452K +$8.8K +37 +2%
KIA
364
Knollwood Investment Advisory
Maryland
$452K – – –
QCM
365
QRG Capital Management
Illinois
$446K +$85.6K +360 +24%
GS
366
GTS Securities
New York
$443K +$443K +1,862 New
NICM
367
Neo Ivy Capital Management
New York
$440K +$440K +1,854 New
GT
368
Glenmede Trust
Pennsylvania
$439K +$3.57K +15 +0.8%
OAC
369
OMERS Administration Corp
Ontario, Canada
$437K -$376K -1,582 -46%
SI
370
Stephens Inc
Arkansas
$434K -$20.7K -87 -5%
EFM
371
E Fund Management
China
$428K +$428K +1,800 New
SLWA
372
San Luis Wealth Advisors
California
$427K – – –
MFAM
373
Motley Fool Asset Management
Virginia
$422K +$30.7K +129 +8%
Cambridge Investment Research Advisors
374
Cambridge Investment Research Advisors
Iowa
$420K +$62.8K +264 +18%
CCM
375
Cinctive Capital Management
New York
$404K +$404K +1,700 New
13 14
15
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