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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 %
PWM
601
Parkworth Wealth Management
California
$238 1 +1 New
CAM
602
Creekmur Asset Management
Illinois
– – – –
PCM
603
Pinnbrook Capital Management
New York
– – -27,120 Closed
QT
604
Quantbot Technologies
New York
– – -18,801 Closed
Royal London Asset Management
605
Royal London Asset Management
United Kingdom
– – -18,141 Closed
Assenagon Asset Management
606
Assenagon Asset Management
Luxembourg
– – -17,218 Closed
MIM
607
Monashee Investment Management
Massachusetts
– – -14,000 Closed
GCM
608
Gunderson Capital Management
South Carolina
– – -13,571 Closed
Twin Tree Management
609
Twin Tree Management
Texas
– – -10,256 Closed
ACM
610
Aquatic Capital Management
Illinois
– – -8,080 Closed
HF
611
HRT Financial
New York
– – -7,299 Closed
CCS
612
Concentric Capital Strategies
Connecticut
– – -7,117 Closed
WI
613
WBI Investments
New Jersey
– – -4,919 Closed
Holocene Advisors
614
Holocene Advisors
New York
– – -4,821 Closed
AI
615
Atom Investors
Texas
– – -4,318 Closed
AIMCA
616
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -3,900 Closed
VF
617
Virtu Financial
New York
– – -3,729 Closed
I
618
InceptionR
California
– – -3,478 Closed
NC
619
nVerses Capital
Florida
– – -3,300 Closed
AC
620
AXQ Capital
New Jersey
– – -3,018 Closed
BNP Paribas Asset Management
621
BNP Paribas Asset Management
France
– – -2,593 Closed
SPA
622
Sherbrooke Park Advisers
New York
– – -1,933 Closed
VIA
623
Virtus Investment Advisers
Connecticut
– – -1,788 Closed
PAM
624
Panagora Asset Management
Massachusetts
– – -1,653 Closed
DFCM
625
Dark Forest Capital Management
Puerto Rico
– – -1,586 Closed
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