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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 %
GIA
126
Gateway Investment Advisers
Ohio
$7.29M 30,681 -23,985 -44%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$7.17M 30,167 +10,276 +52%
Ameriprise
128
Ameriprise
Minnesota
$7.14M 30,019 -22,114 -42%
LPL Financial
129
LPL Financial
California
$7.11M 29,890 +1,772 +6%
AI
130
AdvisorShares Investments
Maryland
$7M 29,429 -3,692 -11%
GF
131
Gabelli Funds
New York
$6.98M 29,352 -1,800 -6%
VMPIC
132
Varma Mutual Pension Insurance Co
Finland
$6.73M 28,300 -14,600 -34%
DAC
133
Dividend Assets Capital
South Carolina
$6.71M 28,221 +1,441 +5%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$6.65M 27,967 -1,088 -4%
Renaissance Technologies
135
Renaissance Technologies
New York
$6.41M 26,964 -23,436 -47%
Voloridge Investment Management
136
Voloridge Investment Management
Florida
$6.25M 26,289 -36,981 -58%
SAM
137
Sawgrass Asset Management
Florida
$6.17M 25,972 -11,663 -31%
Marshall Wace
138
Marshall Wace
United Kingdom
$6.13M 25,805 +25,805 New
AF
139
Alerus Financial
North Dakota
$6.07M 25,549 -11,318 -31%
RFC
140
Regions Financial Corp
Alabama
$5.98M 25,153 – –
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$5.89M 24,768 – –
APG Asset Management
142
APG Asset Management
Netherlands
$5.72M 24,900 +24,900 New
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.69M 23,952 -831 -3%
Lord, Abbett & Co
144
Lord, Abbett & Co
New Jersey
$5.63M 23,662 -98,878 -81%
AssetMark Inc
145
AssetMark Inc
California
$5.6M 23,574 -559 -2%
RC
146
Roundview Capital
New Jersey
$5.5M 23,154 +1,163 +5%
CHAM
147
Clear Harbor Asset Management
Connecticut
$5.49M 23,073 +217 +0.9%
PI
148
PGGM Investments
Netherlands
$5.14M 21,619 – –
FCM
149
Fieldview Capital Management
Michigan
$5.03M 21,171 +21,171 New
AAM
150
Advisors Asset Management
Colorado
$4.82M 20,258 +1,924 +10%
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