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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, 202 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
202
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
$254M
2
HL
Harding Loevner
New Jersey
$116M
3
Marshall Wace
Marshall Wace
United Kingdom
$106M
4
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
$51.8M
5
Invesco
Invesco
Georgia
$169M

Top Sellers

1
AM
AGF Management
Ontario, Canada
$3.2M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
3
UBS Group
UBS Group
Switzerland
$118M
4
BlackRock
BlackRock
New York
$1.11B
5
FGP
Freestone Grove Partners
California
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
676
Fox Run Management
Connecticut
– -$354K -1,489 Closed
SCM
677
Stevens Capital Management
Pennsylvania
– -$323K -1,360 Closed
LAM
678
Longboard Asset Management
Arizona
– -$242K -1,016 Closed
KWM
679
Kingsview Wealth Management
Oregon
– -$240K -1,008 Closed
MFG
680
Magnus Financial Group
New York
– -$239K -1,007 Closed
Nomura Holdings
681
Nomura Holdings
Japan
– -$222K -933 Closed
BCM
682
Berbice Capital Management
New York
– -$95.1K -400 Closed
ITFISA
683
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$95.9K -400 Closed
OC
684
Oarsman Capital
Wisconsin
– -$86.8K -365 Closed
AIP
685
Arrowpoint Investment Partners
Singapore
– -$47.5K -200 Closed
Mirae Asset Global Investments
686
Mirae Asset Global Investments
South Korea
– -$42.2K -176 Closed
GM
687
GeoWealth Management
Illinois
– -$29.7K -125 Closed
CFGS
688
Concourse Financial Group Securities
Alabama
– -$22K -91 Closed
FLP
689
Financial Life Planners
Arizona
– -$17.1K -72 Closed
AWM
690
Avior Wealth Management
Nebraska
– -$12.1K -51 Closed
PC
691
Promus Capital
Illinois
– -$9.51K -40 Closed
MA
692
Modus Advisors
Minnesota
– -$5.71K -24 Closed
CA
693
Continuum Advisory
Idaho
– -$4.04K -17 Closed
CAS
694
Coppell Advisory Solutions
Texas
– -$3.12K -13 Closed
GA
695
GoalVest Advisory
New York
– -$1.66K -7 Closed
MFG
696
Mendota Financial Group
Wisconsin
– -$1.43K -6 Closed
PAM
697
Parvin Asset Management
South Dakota
– -$1.19K -5 Closed
HWA
698
HHM Wealth Advisors
Tennessee
– -$714 -3 Closed
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