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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 %
CT
501
Colonial Trust
South Carolina
$57.3K 239 -349 -59%
CFFP
502
Center for Financial Planning
Michigan
$55.4K 233 – –
QCG
503
Quadrant Capital Group
Ohio
$54.7K 230 – –
National Bank of Canada
504
National Bank of Canada
Quebec, Canada
$52.4K 220 +13 +6%
WSFS
505
Wilmington Savings Fund Society
Delaware
$47.5K 200 – –
CWM
506
Compass Wealth Management
Connecticut
$47.5K 200 – –
AIP
507
Arrowpoint Investment Partners
Singapore
$47.5K 200 +200 New
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$46.8K 197 -3 -2%
LC
509
Lindbrook Capital
California
$46.6K 196 +5 +3%
FFA
510
Farther Finance Advisors
California
$46.6K 196 +10 +5%
Kayne Anderson Rudnick Investment Management
511
Kayne Anderson Rudnick Investment Management
California
$46.4K 195 -4 -2%
BT
512
Banque Transatlantique
France
$43.7K 185 +185 New
SPIA
513
Steward Partners Investment Advisory
New York
$42.3K 178 +17 +11%
Mirae Asset Global Investments
514
Mirae Asset Global Investments
South Korea
$42.2K 176 -3 -2%
T
515
TOBAM
France
$42K 178 – –
TFIPS
516
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.4K 170 -90 -35%
CPG
517
Cornerstone Planning Group
New Jersey
$34.8K 148 – –
TC
518
Truvestments Capital
Florida
$34.5K 145 – –
WT
519
Whittier Trust
California
$32.1K 135 – –
GM
520
GeoWealth Management
Illinois
$29.7K 125 -163 -57%
GWM
521
Geneos Wealth Management
Colorado
$28.1K 118 +1 +0.9%
TAM
522
Tucker Asset Management
Colorado
$27.8K 117 +117 New
SS
523
Sunbelt Securities
Texas
$27.8K 116 -81 -41%
PAI
524
Pittenger & Anderson Inc
Nebraska
$26.9K 113 +23 +26%
WA
525
Whipplewood Advisors
Colorado
$26.6K 112 +112 New
19 20
21
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