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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 %
BWL
551
Bogart Wealth LLC
Virginia
$10.7K 45 – –
CTWM
552
Cherry Tree Wealth Management
Minnesota
$10.5K 44 – –
WBC
553
West Branch Capital
Massachusetts
$9.51K 40 – –
PC
554
Promus Capital
Illinois
$9.51K 40 +40 New
HC
555
Hurley Capital
New York
$9.04K 38 +38 New
SIC
556
Salem Investment Counselors
North Carolina
$8.8K 37 +37 New
CFD
557
Creative Financial Designs
Indiana
$6.9K 29 – –
LI
558
LRI Investments
Florida
$6.89K 29 – –
QC
559
Quent Capital
New York
$6.66K 28 +7 +33%
CA
560
CoreCap Advisors
Michigan
$6.42K 27 +6 +29%
VWA
561
Valued Wealth Advisors
Utah
$6.19K 26 -1 -4%
MA
562
Modus Advisors
Minnesota
$5.71K 24 +24 New
BHWM
563
Beaird Harris Wealth Management
Texas
$5.47K 23 – –
NFSG
564
Newbridge Financial Services Group
Florida
$4.99K 21 +21 New
CFB
565
Cullen/Frost Bankers
Texas
$4.76K 20 – –
JWA
566
JFS Wealth Advisors
Pennsylvania
$4.52K 19 – –
CA
567
Continuum Advisory
Idaho
$4.04K 17 – –
ZB
568
Zions Bancorporation
Utah
$4.04K 17 – –
CWM
569
Cranbrook Wealth Management
Michigan
$4.04K 17 +17 New
HFS
570
Hantz Financial Services
Michigan
$4K 15 -415 -97%
AAP
571
Arax Advisory Partners
Colorado
$3.8K 16 +11 +220%
LWMI
572
Legacy Wealth Management (Idaho)
Idaho
$3.52K 15 +15 New
LIS
573
Legacy Investment Solutions
Idaho
$3.52K 15 +15 New
T
574
Transce3nd
Texas
$3.33K 14 +14 New
CAS
575
Coppell Advisory Solutions
Texas
$3.12K 13 – –
21 22
23
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