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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 %
WAM
626
Wolverine Asset Management
Illinois
– – -1,500 Closed
IMCOOI
627
Investment Management Corp of Ontario (IMCO)
Canada
– – -1,449 Closed
CM
628
Capula Management
Cayman Islands
– – -1,251 Closed
UFF
629
USA Financial Formulas
Michigan
– – -1,245 Closed
AWM
630
Ariadne Wealth Management
California
– – -1,245 Closed
AMCA
631
Arthur M. Cohen & Associates
Illinois
– – -1,220 Closed
UM
632
UniSuper Management
Australia
– – -1,200 Closed
MM
633
MQS Management
New York
– – -1,087 Closed
IWC
634
Integrated Wealth Concepts
Massachusetts
– – -1,016 Closed
AI
635
Accredited Investors
Minnesota
– – -990 Closed
JF
636
Jump Financial
Illinois
– – -947 Closed
BPA
637
Beacon Pointe Advisors
California
– – -908 Closed
KAS
638
KPP Advisory Services
Kentucky
– – -875 Closed
CI
639
CX Institutional
Indiana
– – -872 Closed
Millennium Management
640
Millennium Management
New York
– – -861 Closed
EF
641
Empowered Funds
Pennsylvania
– – -856 Closed
DC
642
Diametric Capital
Massachusetts
– – -833 Closed
WA
643
Waverly Advisors
Alabama
– – -821 Closed
LWMM
644
Legacy Wealth Management (Mississippi)
Mississippi
– – -820 Closed
QWM
645
Quadcap Wealth Management
Texas
– – -806 Closed
AA
646
Aire Advisors
California
– – -800 Closed
Thrivent Financial for Lutherans
647
Thrivent Financial for Lutherans
Minnesota
– – -787 Closed
DWM
648
Dynasty Wealth Management
Florida
– – -781 Closed
SW
649
Signify Wealth
Missouri
– – -781 Closed
FRA
650
Frank Rimerman Advisors
California
– – -771 Closed
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