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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
FGP
4
Freestone Grove Partners
California
$71M
5
Citadel Advisors
5
Citadel Advisors
Florida
$76.2M

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 %
HWM
451
HighMark Wealth Management
Minnesota
$215K 904 – –
FT
452
Fiduciary Trust
Massachusetts
$214K 900 -16 -2%
FGA
453
Fortis Group Advisors
New Jersey
$211K 888 -1 -0.1%
HAG
454
HighPoint Advisor Group
Illinois
$210K 904 -152 -14%
CAM
455
Claret Asset Management
Quebec, Canada
$208K 873 +6 +0.7%
OC
456
Oppenheimer & Co
New York
$206K 866 -336 -28%
FCM
457
Fourpath Capital Management
Oklahoma
$205K 861 – –
NW
458
NewEdge Wealth
Pennsylvania
$204K 859 -69 -7%
PHS
459
Pekin Hardy Strauss
Illinois
$202K 850 – –
IA
460
IFP Advisors
Florida
$202K 848 +32 +4%
CF
461
Corebridge Financial
Texas
$193K 813 -33 -4%
GIA
462
GHP Investment Advisors
Colorado
$188K 791 – –
MCM
463
MAI Capital Management
Ohio
$174K 730 +730 New
SG Americas Securities
464
SG Americas Securities
New York
$172K 722 -467 -39%
SCM
465
Sterling Capital Management
North Carolina
$170K 713 -89 -11%
OLVIG
466
Oliver Lagore Vanvalin Investment Group
Michigan
$166K 700 – –
CF
467
Centaurus Financial
California
$162K 683 -48 -7%
CI Investments Inc
468
CI Investments Inc
Ontario, Canada
$160K 675 +140 +26%
OCM
469
Osterweis Capital Management
California
$160K 671 – –
ACM
470
Aster Capital Management
United Arab Emirates
$158K 663 +475 +253%
HGERS
471
Householder Group Estate & Retirement Specialist
Arizona
$156K 657 +543 +476%
AF
472
Allworth Financial
California
$153K 634 +7 +1%
SWM
473
Spire Wealth Management
Virginia
$148K 622 +319 +105%
FCMT
474
Founders Capital Management (Texas)
Texas
$147K 619 – –
BC
475
Bayforest Capital
United Kingdom
$143K 601 +601 New
17 18
19
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