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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 %
BCI
426
Brinker Capital Investments
Pennsylvania
$242K 1,020 +76 +8%
OPS
427
Orion Portfolio Solutions
Nebraska
$242K 1,020 +76 +8%
LAM
428
Longboard Asset Management
Arizona
$242K 1,016 +1,016 New
KWM
429
Kingsview Wealth Management
Oregon
$240K 1,008 +26 +3%
MFG
430
Magnus Financial Group
New York
$239K 1,007 +1,007 New
VI
431
Vestcor Inc
New Brunswick, Canada
$239K 1,007 – –
Nisa Investment Advisors
432
Nisa Investment Advisors
Missouri
$238K 1,000 – –
CSI
433
Cross Staff Investments
New York
$238K 1,000 – –
CMI
434
Clare Market Investments
Texas
$238K 1,000 +1,000 New
PAG
435
Private Advisory Group
Washington
$233K 981 – –
EL
436
Essex LLC
Illinois
$233K 980 -85 -8%
SFA
437
Sequoia Financial Advisors
Ohio
$231K 973 +46 +5%
ODIJL
438
One Day In July LLC
Vermont
$231K 972 – –
EWA
439
Exencial Wealth Advisors
Oklahoma
$231K 970 -11 -1%
Prudential Financial
440
Prudential Financial
New Jersey
$230K 969 -621 -39%
SC
441
Savant Capital
Illinois
$225K 946 -12 -1%
LRIA
442
Leonard Rickey Investment Advisors
Washington
$224K 944 +10 +1%
Nomura Holdings
443
Nomura Holdings
Japan
$222K 933 +933 New
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$221K 928 +12 +1%
LA
445
Lifeworks Advisors
Michigan
$221K 928 +928 New
EC
446
EntryPoint Capital
New York
$220K 926 +926 New
SCTC
447
Sanibel Captiva Trust Company
Florida
$219K 923 – –
WAP
448
Wealthcare Advisory Partners
Pennsylvania
$219K 922 -60 -6%
SNBOSD
449
Security National Bank of So Dak
Iowa
$219K 920 – –
MA
450
MONECO Advisors
Connecticut
$218K 918 +13 +1%
16 17
18
19 20