HEI icon

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 %
IWA
151
IBEX Wealth Advisors
New Jersey
$4.77M 20,057 -2,024 -9%
Pictet Asset Management
152
Pictet Asset Management
Switzerland
$4.76M 20,030 +1,324 +7%
DS
153
Dudley & Shanley
Florida
$4.65M 19,550 – –
KJHP
154
K.J. Harrison & Partners
Ontario, Canada
$4.63M 19,540 +2,000 +11%
Treasurer of the State of North Carolina
155
Treasurer of the State of North Carolina
North Carolina
$4.61M 19,383 +120 +0.6%
Norges Bank
156
Norges Bank
Norway
$4.61M 19,381 +19,381 New
Mitsubishi UFJ Trust & Banking
157
Mitsubishi UFJ Trust & Banking
Japan
$4.48M 18,859 -637 -3%
KBC Group
158
KBC Group
Belgium
$4.47M 18,812 -2,348 -11%
BBA
159
Baader Bank Aktiengesellschaft
Germany
$4.2M 17,650 -1,860 -10%
PIM
160
Penobscot Investment Management
Massachusetts
$4.15M 17,444 – –
MSV
161
MN Services Vermogensbeheer
Netherlands
$4.11M 17,300 – –
Credit Agricole
162
Credit Agricole
France
$3.91M 16,446 +8,009 +95%
LF
163
Lansforsakringar Fondforvaltning
Sweden
$3.88M 16,310 +16,310 New
Truist Financial
164
Truist Financial
North Carolina
$3.86M 16,226 -354 -2%
HH
165
HWG Holdings
Texas
$3.77M 15,864 +420 +3%
NAMA
166
Nikko Asset Management Americas
New York
$3.73M 15,685 -3,384 -18%
AG
167
AIA Group
Hong Kong
$3.72M 15,662 +3,281 +27%
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$3.71M 15,592 -1,443 -8%
AIM
169
ARK Investment Management
Florida
$3.64M 15,301 +416 +3%
AllianceBernstein
170
AllianceBernstein
Tennessee
$3.58M 15,044 -339 -2%
Hudson Bay Capital Management
171
Hudson Bay Capital Management
Connecticut
$3.57M 15,000 +15,000 New
Ensign Peak Advisors
172
Ensign Peak Advisors
Utah
$3.55M 14,926 -4,948 -25%
CIC
173
Carnegie Investment Counsel
Ohio
$3.54M 14,901 -20 -0.1%
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$3.48M 14,657 +3,745 +34%
GAM
175
Groupama Asset Management
France
$3.44M 14,367 +1,321 +10%
5 6
7
8 9