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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 %
AIM
476
Arcadia Investment Management
Michigan
$143K 600 – –
SS
477
SBI Securities
Japan
$135K 569 +569 New
BIG
478
Brooklyn Investment Group
New York
$132K 555 +64 +13%
HNB
479
Huntington National Bank
Ohio
$131K 552 +198 +56%
HIA
480
Harbor Investment Advisory
Maryland
$114K 480 – –
PA
481
Parallel Advisors
California
$109K 458 +4 +0.9%
AF
482
Advisornet Financial
Minnesota
$107K 452 -98 -18%
Acadian Asset Management
483
Acadian Asset Management
Massachusetts
$103K 436 -1,156 -73%
C
484
Covestor
United Kingdom
$102K 426 +29 +7%
HWM
485
Hemington Wealth Management
Virginia
$96K 407 +6 +1%
ITFISA
486
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$95.9K 400 – –
BCM
487
Berbice Capital Management
New York
$95.1K 400 +400 New
HI
488
Harbour Investments
Wisconsin
$91.5K 385 – –
OAM
489
Ostrum Asset Management
France
$90.8K 382 -16 -4%
Loomis, Sayles & Company
490
Loomis, Sayles & Company
Massachusetts
$90K 379 – –
VCM
491
Versant Capital Management
Arizona
$87K 366 +229 +167%
OC
492
Oarsman Capital
Wisconsin
$86.8K 365 – –
TPCW
493
TD Private Client Wealth
New York
$79.2K 333 -15 -4%
PS
494
Principal Securities
Iowa
$78.9K 332 +47 +16%
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
$75.4K 317 +66 +26%
TIM
496
Tortoise Investment Management
New York
$71.5K 301 – –
PPC
497
Park Place Capital
Alabama
$66.3K 279 -26 -9%
TFM
498
TFC Financial Management
Massachusetts
$63K 265 – –
PTC
499
Private Trust Company
Ohio
$62.8K 264 – –
RIL
500
Rothschild Investment LLC
Illinois
$59.9K 252 +101 +67%
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