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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 %
Balyasny Asset Management
101
Balyasny Asset Management
Illinois
$10.8M -$27.5M -102,996 -72%
PCM
102
Pinnbrook Capital Management
New York
$10.7M +$10.7M +40,199 New
MWM
103
MinichMacGregor Wealth Management
New York
$10.3M +$992K +3,711 +11%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$10.1M – – –
ICP
105
Ironvine Capital Partners
Nebraska
$10M -$1.44M -5,405 -13%
Korea Investment Corp
106
Korea Investment Corp
South Korea
$9.86M +$1.36M +5,088 +16%
UCFA
107
United Capital Financial Advisors
Texas
$9.66M +$9.38M +35,122 +3,367%
Allspring Global Investments
108
Allspring Global Investments
North Carolina
$9.55M +$1.89K +7 +0%
Ameriprise
109
Ameriprise
Minnesota
$9.54M +$1.52M +5,701 +19%
CCM
110
Carderock Capital Management
Maryland
$9.51M -$257K -962 -3%
SRC
111
Stone Run Capital
New York
$9.48M -$802K -3,000 -8%
Tudor Investment Corp
112
Tudor Investment Corp
Connecticut
$9.11M +$9.11M +34,085 New
DAC
113
Dividend Assets Capital
South Carolina
$8.92M +$1.38M +5,177 +18%
KM
114
KP Management
Minnesota
$8.88M -$134K -500 -1%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$8.86M -$24.6K -92 -0.3%
DZ Bank
116
DZ Bank
Germany
$8.81M -$4.34M -16,260 -33%
SWP
117
Stratos Wealth Partners
Ohio
$8.65M +$54.5K +204 +0.6%
SCM
118
SG Capital Management
Illinois
$8.45M -$530K -1,985 -6%
ACM
119
Aquatic Capital Management
Illinois
$8.25M +$8.25M +30,861 New
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$8.04M +$563K +2,106 +8%
AI
121
AdvisorShares Investments
Maryland
$7.88M -$73K -270 -0.9%
GIA
122
Gateway Investment Advisers
Ohio
$7.67M -$526K -1,970 -6%
AIM
123
Artemis Investment Management
United Kingdom
$7.61M +$7.61M +28,489 New
Victory Capital Management
124
Victory Capital Management
Texas
$7.56M -$6.89M -25,782 -48%
VMPIC
125
Varma Mutual Pension Insurance Co
Finland
$7.4M -$160K -600 -2%
3 4
5
6 7