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HEICO Corp Class A

501 hedge funds and large institutions have $15.1B invested in HEICO Corp Class A in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 171 increasing their positions, 169 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $1.38M

255% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 20

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

13% more capital invested

Capital invested by funds: $13.3B → $15.1B (+$1.78B)

10% more funds holding

Funds holding: 454501 (+47)

1% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 169

1.14% less ownership

Funds ownership: 89.36%88.22% (-1.1%)

Holders
501
Holders Change
+47
Holders Change %
+10.35%
% of All Funds
7.19%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.33%
New
71
Increased
171
Reduced
169
Closed
20
Calls
$5.67M
Puts
$1.38M
Net Calls
+$4.29M
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
226
Integrated Wealth Concepts
Massachusetts
$1.31M -$32.6K -172 -3%
Charles Schwab
227
Charles Schwab
California
$1.27M +$158K +832 +15%
D.E. Shaw & Co
228
D.E. Shaw & Co
New York
$1.24M -$8.34M -43,987 -88%
KeyBank National Association
229
KeyBank National Association
Ohio
$1.24M -$46.4K -245 -4%
FPAS
230
Focus Partners Advisor Solutions
Missouri
$1.24M +$342K +1,805 +42%
HBT
231
Hills Bank & Trust
Iowa
$1.22M -$61K -322 -5%
GIBU
232
Gulf International Bank (UK)
United Kingdom
$1.18M -$68.2K -360 -6%
Daiwa Securities Group
233
Daiwa Securities Group
Japan
$1.18M +$94.8K +500 +9%
Prudential Financial
234
Prudential Financial
New Jersey
$1.15M +$98.2K +518 +10%
Wealth Enhancement Advisory Services
235
Wealth Enhancement Advisory Services
Minnesota
$1.14M +$270K +1,424 +34%
CS
236
Candriam SCA
Luxembourg
$1.12M +$101K +532 +11%
AQR Capital Management
237
AQR Capital Management
Connecticut
$1.11M +$205K +1,081 +25%
AB
238
Amalgamated Bank
New York
$1.1M -$15.5K -82 -1%
AAM
239
Azzad Asset Management
Virginia
$1.06M -$288K -1,519 -23%
MIM
240
MetLife Investment Management
New Jersey
$1.04M -$19K -100 -2%
MYIA
241
Mount Yale Investment Advisors
Colorado
$1.04M -$48.5K -256 -5%
PGIM
242
Pacific Global Investment Management
California
$1.01M -$34.3K -181 -4%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$1M +$79.4K +419 +9%
CAL
244
Capital Analysts LLC
Pennsylvania
$1M -$17.1K -90 -2%
SA
245
Strategic Advisors
New York
$979K -$519K -2,736 -36%
Wealthfront Advisers
246
Wealthfront Advisers
California
$976K +$592K +3,122 +187%
RJT
247
Raymond James Trust
Florida
$972K -$53.5K -282 -6%
VCA
248
Verdence Capital Advisors
Maryland
$970K -$28.6K -151 -3%
EP
249
Edgestream Partners
New Jersey
$968K +$900K +4,750 New
PAS
250
Park Avenue Securities
New York
$964K -$98.8K -521 -10%

HEI.A Hedge Fund Activity: Q3 2024 in Review

501 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q3 2024, worth a combined $15.1B — up 13% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HEI.A positions and 20 closed out — a net gain of 51 holders — while 171 added to existing stakes and 169 trimmed.

The largest buyer was Highbridge Capital Management, adding an estimated $41.9M. The largest seller was Barclays, cutting an estimated $54.3M.

  • 501 institutional investors held HEICO Corp Class A (HEI.A) as of Q3 2024, up from 454 in Q2 2024.
  • Funds reported $15.1B of HEICO Corp Class A stock for Q3 2024, up 13% quarter-over-quarter.
  • 71 funds opened new HEICO Corp Class A positions in Q3 2024 and 20 closed out, a net change of +51 holders.
  • The largest HEICO Corp Class A buyer in Q3 2024 was Highbridge Capital Management, an estimated $41.9M added.
  • The largest HEICO Corp Class A seller in Q3 2024 was Barclays, an estimated $54.3M sold.

Based on aggregated 13F filings for Q3 2024.