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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CG
401
Cynosure Group
Utah
$303K 1,276 -94 -7%
TA
402
TFB Advisors
Kansas
$303K 1,274 +1 +0.1%
PIA
403
Powell Investment Advisors
Florida
$295K 1,239 – –
PFG
404
Putney Financial Group
California
$294K 1,237 +1,237 New
RI
405
Redwood Investments
Massachusetts
$293K 1,233 – –
PCIA
406
Prime Capital Investment Advisors
Kansas
$290K 1,220 +2 +0.2%
CG
407
Caprock Group
Idaho
$289K 1,217 -126 -9%
TW
408
TrinityPoint Wealth
Connecticut
$288K 1,211 – –
HH
409
Hilltop Holdings
Texas
$287K 1,209 -1,465 -55%
FA
410
FDx Advisors
Illinois
$285K 1,197 -450 -27%
S
411
SignatureFD
Georgia
$282K 1,185 +9 +0.8%
MSFP
412
Mark Sheptoff Financial Planning
Connecticut
$271K 1,139 – –
MA
413
Mutual Advisors
Nebraska
$266K 1,129 -61 -5%
AIM
414
Anchor Investment Management
South Carolina
$266K 1,117 – –
Man Group
415
Man Group
United Kingdom
$265K 1,113 +1,113 New
FFS
416
Fortress Financial Solutions
Arizona
$263K 1,105 +1,105 New
WOC
417
West Oak Capital
California
$262K 110 – –
VWM
418
Venturi Wealth Management
Texas
$259K 1,088 -3 -0.3%
TMAM
419
Tokio Marine Asset Management
Japan
$255K 1,074 +74 +7%
RAS
420
RPS Advisory Solutions
Kentucky
$254K 1,068 – –
FCM
421
Firestone Capital Management
Florida
$253K 1,066 – –
SQA
422
Simon Quick Advisors
New Jersey
$250K 1,050 +1,050 New
UCFA
423
United Capital Financial Advisors
Texas
$248K 1,043 +56 +6%
EWA
424
EverSource Wealth Advisors
Alabama
$247K 1,037 +982 +1,785%
FNBT
425
FineMark National Bank & Trust
Florida
$243K 1,021 -375 -27%
15 16
17
18 19