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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 %
NC
51
NZS Capital
Colorado
$34.9M 146,902 +6,186 +4%
Balyasny Asset Management
52
Balyasny Asset Management
Illinois
$34.1M 143,579 +64,424 +81%
TAM
53
Telemark Asset Management
Massachusetts
$33.3M 140,000 – –
Corient Private Wealth
54
Corient Private Wealth
Florida
$33.2M 139,686 +5,025 +4%
NAM
55
Nissay Asset Management
Japan
$32.6M 135,251 +2,910 +2%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$31.6M 132,781 -2,239 -2%
MVIP
57
Mar Vista Investment Partners
California
$31.6M 132,773 -10,960 -8%
Barclays
58
Barclays
United Kingdom
$30.3M 127,536 +71,010 +126%
Swiss National Bank
59
Swiss National Bank
Switzerland
$29.5M 124,000 -6,200 -5%
GI
60
GAMCO Investors
Connecticut
$29.3M 123,385 – –
HighTower Advisors
61
HighTower Advisors
Illinois
$28.9M 121,431 +95,326 +365%
Raymond James Financial
62
Raymond James Financial
Florida
$27.8M 117,145 +117,145 New
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$27.2M 114,546 -1,455 -1%
Nomura Asset Management
64
Nomura Asset Management
Japan
$26.4M 111,119 -730 -0.7%
OMG
65
One Madison Group
New York
$25.7M 108,000 +108,000 New
MCM
66
Marsico Capital Management
Colorado
$25.1M 105,731 – –
Axa
67
Axa
France
$25.1M 105,531 +2,372 +2%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$24.7M 104,048 +1,966 +2%
SEI Investments
69
SEI Investments
Pennsylvania
$24.7M 103,772 -1,938 -2%
Citigroup
70
Citigroup
New York
$24M 100,956 +14,847 +17%
ACIM
71
Azimuth Capital Investment Management
Michigan
$24M 100,810 +718 +0.7%
Brown Advisory
72
Brown Advisory
Maryland
$23.9M 100,642 +2,234 +2%
Stifel Financial
73
Stifel Financial
Missouri
$22.5M 94,579 -1,705 -2%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$21.3M 89,562 -1,640 -2%
Squarepoint
75
Squarepoint
New York
$20.7M 87,030 +85,183 +4,612%
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