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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 %
FAM
26
Fred Alger Management
New York
$68M 286,180 -77,870 -21%
American Century Companies
27
American Century Companies
Missouri
$66.8M 280,781 -354,924 -56%
Northern Trust
28
Northern Trust
Illinois
$66.7M 280,475 +13,109 +5%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$65.4M 275,131 +57,624 +26%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$61.4M 258,390 +33,162 +15%
SA
31
Sanctuary Advisors
Indiana
$60.9M 255,716 -2,881 -1%
Two Sigma Investments
32
Two Sigma Investments
New York
$59.7M 251,259 -24,913 -9%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$59.5M 250,212 +14,190 +6%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$50.9M 214,155 -13,618 -6%
Goldman Sachs
35
Goldman Sachs
New York
$49.5M 208,298 -30,930 -13%
Jennison Associates
36
Jennison Associates
New York
$48.1M 202,195 -49,953 -20%
SO
37
STRS Ohio
Ohio
$48M 202,027 -3,945 -2%
William Blair & Company
38
William Blair & Company
Illinois
$46.8M 196,895 +26,873 +16%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$44M 185,244 -84,594 -31%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$43.6M 183,227 +6,877 +4%
First Trust Advisors
41
First Trust Advisors
Illinois
$43.3M 182,264 -6,844 -4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$42.9M 180,629 +42,390 +31%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$41.4M 174,147 +142,819 +456%
Amundi
44
Amundi
France
$39.9M 175,676 +19,487 +12%
TG
45
TCW Group
California
$39.8M 167,270 -21,855 -12%
BAMCO Inc
46
BAMCO Inc
New York
$38.6M 162,433 – –
VIP
47
Vantage Investment Partners
Missouri
$38.1M 160,373 +37,943 +31%
Legal & General Group
48
Legal & General Group
United Kingdom
$36.3M 152,751 -13,374 -8%
CGPCS
49
Capital Group Private Client Services
California
$36.2M 152,335 -544 -0.4%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$35.6M 149,662 +6,753 +5%
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