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HEICO
HEI

Overview Fund Activity

630 hedge funds and large institutions have $10.2B invested in HEICO in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 201 increasing their positions, 209 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+29
Holders Change %
+4.83%
% of All Funds
8.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
108
Increased
201
Reduced
209
Closed
67
Calls
$69.2M
Puts
$67.1M
Net Calls
+$2.13M
Net Calls Change
-$11.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$122M
2
HL
Harding Loevner
New Jersey
+$116M
3
Marshall Wace
Marshall Wace
United Kingdom
+$99M
4
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
+$51.8M
5
Invesco
Invesco
Georgia
+$49.1M

Top Sellers

1
AM
AGF Management
Ontario, Canada
-$247M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$111M
3
UBS Group
UBS Group
Switzerland
-$108M
4
BlackRock
BlackRock
New York
-$60.3M
5
FGP
Freestone Grove Partners
California
-$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
626
HFM Investment Advisors
New Jersey
$268 +$268 +1 New
MCM
627
Manchester Capital Management
Vermont
$268 +$268 +1 New
WOC
628
West Oak Capital
California
$267 -$27 -10 -9%
PWM
629
Parkworth Wealth Management
California
$267 – – –
BHWM
630
Bay Harbor Wealth Management
Maryland
$267 +$267 +1 New
CAM
631
Creekmur Asset Management
Illinois
$17 -$15 – –
BCPEMI
632
Bain Capital Public Equity Management II
Massachusetts
– -$111M -464,806 Closed
DCM
633
Driehaus Capital Management
Illinois
– -$20.4M -85,628 Closed
MCM
634
Moore Capital Management
New York
– -$12.8M -53,834 Closed
RA
635
Royce & Associates
New York
– -$12.3M -51,618 Closed
ECM
636
ExodusPoint Capital Management
New York
– -$9.08M -38,209 Closed
Connor, Clark & Lunn Investment Management (CC&L)
637
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$8M -33,653 Closed
Renaissance Technologies
638
Renaissance Technologies
New York
– -$6.41M -26,964 Closed
Lord, Abbett & Co
639
Lord, Abbett & Co
New Jersey
– -$5.63M -23,662 Closed
IWA
640
IBEX Wealth Advisors
New Jersey
– -$4.77M -20,057 Closed
Norges Bank
641
Norges Bank
Norway
– -$4.61M -19,381 Closed
HH
642
HWG Holdings
Texas
– -$3.77M -15,864 Closed
Hudson Bay Capital Management
643
Hudson Bay Capital Management
Connecticut
– -$3.57M -15,000 Closed
SAM
644
Scopus Asset Management
New York
– -$3.29M -13,849 Closed
PAMP
645
Polar Asset Management Partners
Ontario, Canada
– -$3.04M -12,800 Closed
Walleye Trading
646
Walleye Trading
New York
– -$2.23M -9,393 Closed
MAM
647
Morse Asset Management
Connecticut
– -$1.62M -6,825 Closed
Wolverine Trading
648
Wolverine Trading
Illinois
– -$1.26M -5,241 Closed
PAS
649
Park Avenue Securities
New York
– -$1.21M -5,089 Closed
EP
650
Edgestream Partners
New Jersey
– -$1.18M -4,968 Closed
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