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HEICO Corp Class A

454 hedge funds and large institutions have $13.3B invested in HEICO Corp Class A in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 148 increasing their positions, 157 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $823K

74% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 39

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

15% more capital invested

Capital invested by funds: $11.6B → $13.3B (+$1.7B)

5% more funds holding

Funds holding: 432454 (+22)

0.55% less ownership

Funds ownership: 89.91%89.36% (-0.55%)

6% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 157

Holders
454
Holders Change
+22
Holders Change %
+5.09%
% of All Funds
6.56%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.27%
New
68
Increased
148
Reduced
157
Closed
39
Calls
$2.23M
Puts
$823K
Net Calls
+$1.4M
Net Calls Change
-$814K
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$1.2M -$5.24K -31 -0.5%
FG
227
Fiduciary Group
Georgia
$1.2M -$11.7K -69 -1%
AAM
228
Azzad Asset Management
Virginia
$1.2M -$20.3K -120 -2%
FHB
229
First Hawaiian Bank
Hawaii
$1.19M -$4.39K -26 -0.4%
IWC
230
Integrated Wealth Concepts
Massachusetts
$1.18M -$22.8K -135 -2%
CL
231
Choreo LLC
Illinois
$1.15M +$704K +4,169 +176%
KeyBank National Association
232
KeyBank National Association
Ohio
$1.13M -$50K -296 -4%
HBT
233
Hills Bank & Trust
Iowa
$1.12M -$30.9K -183 -3%
MSRPS
234
Maryland State Retirement & Pension System
Maryland
$1.11M
GIBU
235
Gulf International Bank (UK)
United Kingdom
$1.09M
AB
236
Amalgamated Bank
New York
$974K +$33.8K +200 +4%
MPM
237
MBB Public Markets
Illinois
$959K +$912K +5,400 New
Charles Schwab
238
Charles Schwab
California
$956K +$199K +1,178 +28%
MYIA
239
Mount Yale Investment Advisors
Colorado
$950K -$16.9K -100 -2%
Daiwa Securities Group
240
Daiwa Securities Group
Japan
$935K +$50.7K +300 +6%
PAS
241
Park Avenue Securities
New York
$933K +$23.7K +140 +3%
MIM
242
MetLife Investment Management
New Jersey
$927K +$105K +620 +13%
Prudential Financial
243
Prudential Financial
New Jersey
$914K -$507 -3 -0.1%
PGIM
244
Pacific Global Investment Management
California
$913K +$16.9K +100 +2%
Manulife (Manufacturers Life Insurance)
245
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$903K +$571K +3,378 +198%
RJT
246
Raymond James Trust
Florida
$896K +$9.63K +57 +1%
CAL
247
Capital Analysts LLC
Pennsylvania
$891K +$2.87K +17 +0.3%
RJFSA
248
Raymond James Financial Services Advisors
Florida
$886K +$416K +2,461 +97%
CS
249
Candriam SCA
Luxembourg
$882K +$133K +790 +19%
VCA
250
Verdence Capital Advisors
Maryland
$872K -$16.6K -98 -2%

HEI.A Hedge Fund Activity: Q2 2024 in Review

454 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2024, worth a combined $13.3B — up 15% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new HEI.A positions and 39 closed out — a net gain of 29 holders — while 148 added to existing stakes and 157 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $176M. The largest seller was Barclays, cutting an estimated $110M.

  • 454 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2024, up from 432 in Q1 2024.
  • Funds reported $13.3B of HEICO Corp Class A stock for Q2 2024, up 15% quarter-over-quarter.
  • 68 funds opened new HEICO Corp Class A positions in Q2 2024 and 39 closed out, a net change of +29 holders.
  • The largest HEICO Corp Class A buyer in Q2 2024 was Berkshire Hathaway, an estimated $176M added.
  • The largest HEICO Corp Class A seller in Q2 2024 was Barclays, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2024.