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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 %
Barclays
76
Barclays
United Kingdom
$21.4M -$12.7M -47,432 -37%
FGP
77
Freestone Grove Partners
California
$21.3M -$58.5M -219,027 -73%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$20.3M -$361K -1,351 -2%
Bank Julius Baer & Co
79
Bank Julius Baer & Co
Switzerland
$19.9M -$155K -547 -0.8%
Asset Management One
80
Asset Management One
Japan
$18.5M +$739K +2,764 +4%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$18.2M -$213K -799 -1%
OAM
82
Oppenheimer Asset Management
New York
$18.1M -$730K -2,732 -4%
Universal-Beteiligungs- und Servicegesellschaft
83
Universal-Beteiligungs- und Servicegesellschaft
Germany
$18.1M -$553K -2,070 -3%
CAM
84
Congress Asset Management
Massachusetts
$17.7M +$221K +828 +1%
CCB
85
Cutter & Co Brokerage
Missouri
$17.3M +$50K +187 +0.3%
Millennium Management
86
Millennium Management
New York
$17.2M +$17.2M +64,332 New
Wells Fargo
87
Wells Fargo
California
$17.1M -$2.75M -10,287 -14%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$17.1M -$29.4M -110,212 -63%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$16.9M -$1.32M -4,949 -7%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$16.5M -$19M -71,184 -54%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$15.7M -$159K -596 -1%
Deutsche Bank
92
Deutsche Bank
Germany
$15.5M +$3.3M +12,363 +27%
CI
93
Capital International
California
$14.3M +$548K +2,050 +4%
CII
94
Capital International Inc
California
$13.1M +$227K +850 +2%
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$12.8M +$1.05M +3,928 +9%
California Public Employees Retirement System
96
California Public Employees Retirement System
California
$12.1M -$54.5K -204 -0.4%
KCM
97
Kingdon Capital Management
New York
$12M -$4.01M -15,000 -25%
BST
98
Bath Savings Trust
Maine
$12M +$824K +3,085 +7%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$12M +$12M +44,763 New
DSC
100
Duncker Streett & Co
Missouri
$11.5M +$150K +562 +1%
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