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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 %
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$11M 46,386 -2,439 -5%
Deutsche Bank
102
Deutsche Bank
Germany
$10.8M 45,576 -3,036 -6%
California Public Employees Retirement System
103
California Public Employees Retirement System
California
$10.8M 45,384 -7,951 -15%
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$10.4M 43,812 +5,189 +13%
ICP
105
Ironvine Capital Partners
Nebraska
$10.2M 42,988 -148 -0.3%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$10.1M 42,336 -1,637 -4%
DSC
107
Duncker Streett & Co
Missouri
$10.1M 42,327 -288 -0.7%
BST
108
Bath Savings Trust
Maine
$9.92M 41,738 -870 -2%
IIM
109
INTECH Investment Management
Florida
$9.32M 39,218 +37,191 +1,835%
SRC
110
Stone Run Capital
New York
$9.15M 38,481 -4,200 -10%
ECM
111
ExodusPoint Capital Management
New York
$9.08M 38,209 +38,209 New
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$8.97M 37,722 -30 -0.1%
Principal Financial Group
113
Principal Financial Group
Iowa
$8.92M 37,500 -875 -2%
CCM
114
Carderock Capital Management
Maryland
$8.69M 36,572 -689 -2%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$8.6M 36,191 +5,259 +17%
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$8.38M 35,330 +31 +0.1%
MWM
117
MinichMacGregor Wealth Management
New York
$8.26M 34,764 +1,746 +5%
KM
118
KP Management
Minnesota
$8.02M 33,742 +3,992 +13%
Connor, Clark & Lunn Investment Management (CC&L)
119
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8M 33,653 -5,656 -14%
SCM
120
SG Capital Management
Illinois
$7.99M 33,609 +12,251 +57%
BCPE
121
Bain Capital Public Equity
Massachusetts
$7.97M 33,504 +20,349 +155%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$7.9M 33,248 +355 +1%
IECM
123
Intrinsic Edge Capital Management
Illinois
$7.84M 32,983 +10,000 +44%
SWP
124
Stratos Wealth Partners
Ohio
$7.65M 32,187 +8 +0%
Korea Investment Corp
125
Korea Investment Corp
South Korea
$7.56M 31,815 +24,062 +310%
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5
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