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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 %
Capital World Investors
1
Capital World Investors
California
$1.16B 4,895,160 +960,962 +24%
BlackRock
2
BlackRock
New York
$1.05B 4,397,171 -159,902 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$884M 3,716,878 +36,118 +1%
State Street
4
State Street
Massachusetts
$355M 1,491,348 +14,603 +1%
Lazard Asset Management
5
Lazard Asset Management
New York
$258M 1,083,177 -179,954 -14%
AM
6
AGF Management
Ontario, Canada
$223M 937,685 -27,756 -3%
RP
7
Riverbridge Partners
Minnesota
$206M 866,925 -45,005 -5%
Morgan Stanley
8
Morgan Stanley
New York
$202M 849,667 +46,561 +6%
UBS Group
9
UBS Group
Switzerland
$201M 846,618 +626,694 +285%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$163M 688,598 +2,938 +0.4%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$163M 684,064 -8,319 -1%
Federated Hermes
12
Federated Hermes
Pennsylvania
$118M 495,115 -56,046 -10%
UBS AM
13
UBS AM
Illinois
$117M 493,676 -79 -0%
Charles Schwab
14
Charles Schwab
California
$117M 490,269 +18,558 +4%
BCPEMI
15
Bain Capital Public Equity Management II
Massachusetts
$111M 464,806 +464,806 New
EAM
16
EULAV Asset Management
Florida
$108M 453,693 +51,500 +13%
Invesco
17
Invesco
Georgia
$107M 450,488 +45,828 +11%
Fisher Asset Management
18
Fisher Asset Management
Washington
$98.8M 415,542 +68,309 +20%
Bank of America
19
Bank of America
North Carolina
$92M 387,018 +6,205 +2%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$91.8M 386,280 -6 -0%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$89.6M 377,001 +87,594 +30%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$88.2M 371,178 +8,300 +2%
Capital International Investors
23
Capital International Investors
California
$83.3M 350,525 -1,113,196 -76%
Citadel Advisors
24
Citadel Advisors
Florida
$76.2M 320,655 +272,951 +572%
FGP
25
Freestone Grove Partners
California
$71M 298,770 +298,770 New
1
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