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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 %
CFS
526
Compass Financial Services
Iowa
$26.2K 110 +110 New
Mirae Asset Global ETFs Holdings
527
Mirae Asset Global ETFs Holdings
Hong Kong
$25.2K 106 – –
RTC
528
Riverview Trust Company
Washington
$23.3K 98 – –
National Pension Service
529
National Pension Service
South Korea
$22.1K 93 +93 New
CFGS
530
Concourse Financial Group Securities
Alabama
$22K 91 -22 -19%
O
531
Ossiam
France
$21.2K 89 +89 New
RS
532
Rakuten Securities
Japan
$19.7K 83 -228 -73%
UB
533
UMB Bank
Missouri
$19.5K 82 – –
FLP
534
Financial Life Planners
Arizona
$17.1K 72 +72 New
SVCP
535
Silicon Valley Capital Partners
California
$16.9K 71 +71 New
DIP
536
DT Investment Partners
Pennsylvania
$15.7K 66 – –
TSMHT
537
Thurston Springer Miller Herd & Titak
Indiana
$15.5K 65 – –
GRP
538
Global Retirement Partners
California
$14.7K 62 – –
FNWA
539
Financial Network Wealth Advisors
Utah
$13.8K 58 -3 -5%
GFPC
540
Global Financial Private Client
Florida
$13.8K 58 +1 +2%
WTC
541
WhitTier Trust Company
Nevada
$13.3K 56 – –
PGAM
542
Princeton Global Asset Management
New Jersey
$13.3K 56 +56 New
BIA
543
Bell Investment Advisors
California
$13.1K 55 – –
AWM
544
Avior Wealth Management
Nebraska
$12.1K 51 +1 +2%
IA
545
IFS Advisors
Kansas
$11.9K 50 – –
PA
546
PSI Advisors
Florida
$11.9K 50 – –
RI
547
Ridgewood Investments
New Jersey
$11.9K 50 – –
RTL
548
Red Tortoise LLC
Georgia
$11.6K 49 – –
WA
549
WPG Advisers
Maryland
$11.6K 49 +49 New
MDCM
550
Morgan Dempsey Capital Management
Wisconsin
$11.2K 47 – –
20 21
22
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