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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.

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
NL
1
Nuveen LLC
North Carolina
$203M
2
UBS AM
2
UBS AM
Illinois
$254M
3
HL
3
Harding Loevner
New Jersey
$116M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$106M
5
DMIC
5
Dixon Mitchell Investment Counsel
British Columbia, Canada
$51.8M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$3.2M
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$118M
4
BlackRock
4
BlackRock
New York
$1.11B
5
FGP
5
Freestone Grove Partners
California
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$1.31B 4,919,241 +24,081 +0.5%
BlackRock
2
BlackRock
New York
$1.11B 4,171,605 -225,566 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.03B 3,840,065 +123,187 +3%
State Street
4
State Street
Massachusetts
$382M 1,428,907 -62,441 -4%
Lazard Asset Management
5
Lazard Asset Management
New York
$277M 1,037,534 -45,643 -4%
UBS AM
6
UBS AM
Illinois
$254M 948,924 +455,248 +92%
Morgan Stanley
7
Morgan Stanley
New York
$221M 828,046 -21,621 -3%
RP
8
Riverbridge Partners
Minnesota
$215M 806,314 -60,611 -7%
NL
9
Nuveen LLC
North Carolina
$203M 759,244 +759,244 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$195M 732,317 +43,719 +6%
Invesco
11
Invesco
Georgia
$169M 634,118 +183,630 +41%
Charles Schwab
12
Charles Schwab
California
$138M 515,339 +25,070 +5%
Federated Hermes
13
Federated Hermes
Pennsylvania
$134M 500,499 +5,384 +1%
Capital International Investors
14
Capital International Investors
California
$124M 463,580 +113,055 +32%
EAM
15
EULAV Asset Management
Florida
$123M 461,693 +8,000 +2%
UBS Group
16
UBS Group
Switzerland
$118M 442,428 -404,190 -48%
HL
17
Harding Loevner
New Jersey
$116M 435,563 +435,563 New
Fisher Asset Management
18
Fisher Asset Management
Washington
$116M 433,590 +18,048 +4%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$113M 421,978 +50,800 +14%
Two Sigma Investments
20
Two Sigma Investments
New York
$108M 406,031 +154,772 +62%
Marshall Wace
21
Marshall Wace
United Kingdom
$106M 396,318 +370,513 +1,436%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$105M 391,369 +14,368 +4%
Bank of America
23
Bank of America
North Carolina
$102M 382,280 -4,738 -1%
American Century Companies
24
American Century Companies
Missouri
$83.5M 312,615 +31,834 +11%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$80.8M 302,310 +27,179 +10%
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