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HEICO
HEI

Overview Fund Activity

630 hedge funds and large institutions have $10.2B invested in HEICO in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 209 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+29
Holders Change %
+4.83%
% of All Funds
8.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
108
Increased
202
Reduced
209
Closed
67
Calls
$69.2M
Puts
$67.1M
Net Calls
+$2.13M
Net Calls Change
-$11.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
$254M
2
HL
Harding Loevner
New Jersey
$116M
3
Marshall Wace
Marshall Wace
United Kingdom
$106M
4
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
$51.8M
5
Invesco
Invesco
Georgia
$169M

Top Sellers

1
AM
AGF Management
Ontario, Canada
$3.2M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
3
UBS Group
UBS Group
Switzerland
$118M
4
BlackRock
BlackRock
New York
$1.11B
5
FGP
Freestone Grove Partners
California
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
26
TD Asset Management
Ontario, Canada
$77.4M -$25.8M -96,531 -25%
Northern Trust
27
Northern Trust
Illinois
$74.1M -$874K -3,272 -1%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$69.2M +$118K +440 +0.2%
FAM
29
Fred Alger Management
New York
$66M -$10.4M -39,044 -14%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$64.2M +$6.96M +26,053 +12%
Goldman Sachs
31
Goldman Sachs
New York
$63M +$7.3M +27,321 +13%
William Blair & Company
32
William Blair & Company
Illinois
$61.4M +$8.83M +33,059 +17%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$55.2M -$11.6M -43,502 -17%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$51.8M +$2.83M +10,608 +6%
DMIC
35
Dixon Mitchell Investment Counsel
British Columbia, Canada
$51.8M +$51.8M +193,809 New
SO
36
STRS Ohio
Ohio
$50.4M -$3.61M -13,527 -7%
Amundi
37
Amundi
France
$50.2M +$4.69M +18,088 +10%
NAM
38
Nissay Asset Management
Japan
$46.1M +$9.96M +37,262 +28%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$44.9M +$31.2M +116,873 +227%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$44.5M +$4.49M +16,807 +11%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$44M -$5.47M -20,473 -11%
BAMCO Inc
42
BAMCO Inc
New York
$43.4M – – –
VIP
43
Vantage Investment Partners
Missouri
$43.3M +$473K +1,772 +1%
Citadel Advisors
44
Citadel Advisors
Florida
$43M -$42.7M -159,871 -50%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$40.9M +$40.9M +153,259 New
Legal & General Group
46
Legal & General Group
United Kingdom
$40.4M -$438K -1,640 -1%
CGPCS
47
Capital Group Private Client Services
California
$39.7M -$1.02M -3,821 -3%
Squarepoint
48
Squarepoint
New York
$39.2M +$16M +59,707 +69%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$39.1M -$9.18M -34,368 -19%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$38.3M +$10.5M +39,438 +38%
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