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HEICO
HEI

Overview Fund Activity

692 hedge funds and large institutions have $12.6B invested in HEICO in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 237 increasing their positions, 225 reducing their positions, and 37 closing their positions.

Holders
692
Holders Change
+62
Holders Change %
+9.84%
% of All Funds
9.29%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
114
Increased
237
Reduced
225
Closed
37
Calls
$57.7M
Puts
$115M
Net Calls
-$57.1M
Net Calls Change
-$59.2M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$241M
2
Invesco
2
Invesco
Georgia
$293M
3
CAM
3
Congress Asset Management
Massachusetts
$101M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$72.6M
5
American Century Companies
5
American Century Companies
Missouri
$173M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$432K
2
BlackRock
2
BlackRock
New York
$1.29B
3
UBS AM
3
UBS AM
Illinois
$235M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$8.61M
5
Amundi
5
Amundi
France
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TD Asset Management
26
TD Asset Management
Ontario, Canada
$96.6M 294,602 +4,853 +2%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$95M 289,777 +30,947 +12%
Northern Trust
28
Northern Trust
Illinois
$82.5M 251,674 -25,529 -9%
Goldman Sachs
29
Goldman Sachs
New York
$82.4M 251,205 +15,586 +7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$79.7M 242,996 +2,788 +1%
FAM
31
Fred Alger Management
New York
$77M 234,877 -12,259 -5%
William Blair & Company
32
William Blair & Company
Illinois
$76.6M 233,648 +3,694 +2%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$72.6M 221,412 +221,412 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$71.5M 218,094 +71,833 +49%
DMIC
35
Dixon Mitchell Investment Counsel
British Columbia, Canada
$66M 201,173 +7,364 +4%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$65.3M 198,942 +5,107 +3%
First Trust Advisors
37
First Trust Advisors
Illinois
$60.1M 183,274 +82,183 +81%
MP
38
Munro Partners
Australia
$59.7M 182,073 +182,073 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$54.4M 165,986 -40,724 -20%
BAMCO Inc
40
BAMCO Inc
New York
$53.3M 162,433 – –
OCM
41
Oribel Capital Management
New York
$51.9M 158,100 +158,100 New
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$51.6M 157,384 +4,125 +3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$50.4M 153,660 -11,111 -7%
Legal & General Group
44
Legal & General Group
United Kingdom
$49.5M 151,022 -89 -0.1%
SO
45
STRS Ohio
Ohio
$49.5M 151,014 -37,486 -20%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$49.1M 149,802 +6,934 +5%
CGPCS
47
Capital Group Private Client Services
California
$47.9M 146,159 -2,355 -2%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$47.1M 143,544 +98,781 +221%
TG
49
TCW Group
California
$46M 140,306 -380 -0.3%
TAM
50
Telemark Asset Management
Massachusetts
$45.9M 140,000 – –
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