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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 %
BGAI
576
Bruce G. Allen Investments
Colorado
$3.09K 13 – –
CAL
577
Capital Advisors Ltd
Ohio
$3K 13 – –
HCP
578
Hexagon Capital Partners
Arkansas
$2.85K 12 +4 +50%
FHA
579
First Horizon Advisors
Tennessee
$2.14K 9 – –
AW
580
Avion Wealth
Texas
$2K 10 +1 +11%
MG
581
Mather Group
Illinois
$1.9K 8 – –
CFO
582
CVA Family Office
Colorado
$1.9K 8 +4 +100%
LIM
583
Longfellow Investment Management
Massachusetts
$1.66K 7 – –
GA
584
GoalVest Advisory
New York
$1.66K 7 +7 New
DPW
585
DiNuzzo Private Wealth
Pennsylvania
$1.43K 6 – –
MFG
586
Mendota Financial Group
Wisconsin
$1.43K 6 – –
SIS
587
Sound Income Strategies
Florida
$1.19K 5 – –
S
588
Sachetta
Massachusetts
$1.19K 5 – –
LFG
589
Larson Financial Group
Missouri
$1.19K 5 +5 New
PAM
590
Parvin Asset Management
South Dakota
$1.19K 5 +5 New
SIC
591
SJS Investment Consulting
Ohio
$951 4 -1 -20%
TCM
592
Tradewinds Capital Management
Washington
$951 4 – –
HWA
593
HHM Wealth Advisors
Tennessee
$714 3 +3 New
TWD
594
True Wealth Design
Ohio
$476 2 – –
MCM
595
MV Capital Management
Maryland
$476 2 – –
BTI
596
Blue Trust Inc
Georgia
$475 2 -51 -96%
BCMLT
597
Beacon Capital Management LLC (Tennessee)
Tennessee
$475 2 – –
GBT
598
Grove Bank & Trust
Florida
$475 2 +2 New
CSWM
599
Cassady Schiller Wealth Management
Ohio
$238 1 +1 New
PWA
600
Principia Wealth Advisory
Texas
$238 1 +1 New
22 23
24
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