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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 %
Man Group
126
Man Group
United Kingdom
$7.26M +$6.97M +26,073 +2,343%
SSA
127
Schonfeld Strategic Advisors
New York
$7.17M -$11.5M -43,011 -62%
CHAM
128
Clear Harbor Asset Management
Connecticut
$7.11M +$945K +3,537 +15%
GF
129
Gabelli Funds
New York
$6.96M -$882K -3,300 -11%
New York State Common Retirement Fund
130
New York State Common Retirement Fund
New York
$6.88M -$5.51M -20,628 -44%
PP
131
PDT Partners
New York
$6.83M +$6.06M +22,676 +782%
QCM
132
Quantinno Capital Management
New York
$6.8M +$3.79M +14,202 +126%
SAM
133
Sawgrass Asset Management
Florida
$6.65M -$289K -1,080 -4%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$6.62M – – –
Capital Fund Management (CFM)
135
Capital Fund Management (CFM)
France
$6.4M +$2.84M +10,635 +80%
RC
136
Roundview Capital
New Jersey
$6.4M +$214K +802 +3%
LPL Financial
137
LPL Financial
California
$6.4M -$1.59M -5,939 -20%
AF
138
Alerus Financial
North Dakota
$6.33M -$496K -1,856 -7%
RFC
139
Regions Financial Corp
Alabama
$6.29M -$432K -1,618 -6%
AssetMark Inc
140
AssetMark Inc
California
$6.24M -$60.7K -227 -1%
APG Asset Management
141
APG Asset Management
Netherlands
$5.99M -$173K -700 -3%
PI
142
PGGM Investments
Netherlands
$5.78M – – –
KBC Group
143
KBC Group
Belgium
$5.63M +$601K +2,251 +12%
QT
144
Quantbot Technologies
New York
$5.52M +$5.52M +20,653 New
AAM
145
Advisors Asset Management
Colorado
$5.48M +$69.2K +259 +1%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$5.39M +$211K +790 +4%
DS
147
Dudley & Shanley
Florida
$5.22M – – –
HF
148
HRT Financial
New York
$5.15M +$5.15M +19,278 New
PAG
149
Private Advisor Group
New Jersey
$4.98M +$2M +7,500 +67%
Mitsubishi UFJ Trust & Banking
150
Mitsubishi UFJ Trust & Banking
Japan
$4.93M -$104K -391 -2%
4 5
6
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