HEI icon

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 %
Aviva
376
Aviva
United Kingdom
$399K – – –
TI
377
Tidal Investments
Wisconsin
$389K +$19.3K +81 +5%
WIA
378
World Investment Advisors
California
$376K +$89.1K +375 +31%
CWM
379
Calamos Wealth Management
Illinois
$371K – – –
VFA
380
Valeo Financial Advisors
Indiana
$369K – – –
NA
381
NewEdge Advisors
Louisiana
$367K +$23.1K +97 +7%
SAM
382
Smartleaf Asset Management
Massachusetts
$361K +$23K +96 +7%
CT
383
ClearAlpha Technologies
Connecticut
$360K +$360K +1,516 New
TSS
384
Two Sigma Securities
New York
$360K +$360K +1,514 New
FC
385
Forte Capital
New York
$359K – – –
MA
386
Montag & Associates
Georgia
$356K – – –
FRM
387
Fox Run Management
Connecticut
$354K +$354K +1,489 New
BHCM
388
Brevan Howard Capital Management
Jersey
$351K +$351K +1,475 New
AI
389
Atria Investments
North Carolina
$349K -$203K -855 -37%
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$348K +$25.2K +111 +8%
EGA
391
Eagle Global Advisors
Texas
$347K – – –
Macquarie Group
392
Macquarie Group
Australia
$344K +$41.1K +173 +14%
Luther King Capital Management (LKCM)
393
Luther King Capital Management (LKCM)
Texas
$336K – – –
FCP
394
Fidelis Capital Partners
Florida
$334K +$240 +1 +0.1%
AC
395
Allstate Corporation
Illinois
$332K +$332K +1,398 New
SFI
396
Siemens Fonds Invest
Germany
$323K +$323K +1,349 New
SCM
397
Stevens Capital Management
Pennsylvania
$323K +$323K +1,360 New
CCM
398
Coldstream Capital Management
Washington
$322K -$86.3K -363 -21%
GI
399
GAMMA Investing
California
$318K +$98.2K +413 +45%
RCAG
400
Rehmann Capital Advisory Group
Michigan
$312K -$10.2K -43 -3%
14 15
16
17 18