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HEICO Corp Class A

500 hedge funds and large institutions have $13.8B invested in HEICO Corp Class A in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $1.8M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

0.44% more ownership

Funds ownership: 88.22%88.66% (+0.44%)

0% less funds holding

Funds holding: 501500 (-1)

8% less capital invested

Capital invested by funds: $15.1B → $13.8B (-$1.22B)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.59%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
64
Increased
158
Reduced
178
Closed
54
Calls
$5.29M
Puts
$1.8M
Net Calls
+$3.49M
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
251
Mount Yale Investment Advisors
Colorado
$856K -$100K -496 -10%
Wealthfront Advisers
252
Wealthfront Advisers
California
$838K -$57.5K -285 -6%
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$836K -$31.7K -157 -3%
MP
254
Makaira Partners
California
$833K
IMRF
255
Illinois Municipal Retirement Fund
Illinois
$832K
BTWM
256
Baker Tilly Wealth Management
Wisconsin
$801K +$5.24K +26 +0.6%
HighTower Advisors
257
HighTower Advisors
Illinois
$796K -$2.22K -11 -0.3%
FPAS
258
Focus Partners Advisor Solutions
Missouri
$787K -$374K -1,857 -31%
Jones Financial Companies
259
Jones Financial Companies
Missouri
$766K +$115K +572 +16%
Verition Fund Management
260
Verition Fund Management
Connecticut
$752K -$6.27M -31,082 -88%
D.E. Shaw & Co
261
D.E. Shaw & Co
New York
$726K -$444K -2,201 -36%
Baird Financial Group
262
Baird Financial Group
Wisconsin
$722K +$124K +613 +19%
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$717K +$261K +1,293 +51%
ECM
264
ExodusPoint Capital Management
New York
$694K +$240K +1,188 +47%
IIM
265
INTECH Investment Management
Florida
$688K
MGWM
266
Marks Group Wealth Management
Minnesota
$688K -$13.5K -67 -2%
YIH
267
Y-Intercept (HK)
Hong Kong
$683K +$740K +3,668 New
PWG
268
Portside Wealth Group
Utah
$680K +$53.6K +266 +8%
KBC Group
269
KBC Group
Belgium
$665K
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$664K +$36.1K +179 +5%
Credit Agricole
271
Credit Agricole
France
$662K +$143K +707 +25%
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$661K
Connor, Clark & Lunn Investment Management (CC&L)
273
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$659K +$604K +2,995 +551%
ST
274
Sageworth Trust
Pennsylvania
$651K
VPIM
275
Vanguard Personalized Indexing Management
California
$651K -$14.3K -71 -2%

HEI.A Hedge Fund Activity: Q4 2024 in Review

500 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2024, worth a combined $13.8B — down 8.1% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HEI.A positions and 54 closed out — a net gain of 10 holders — while 158 added to existing stakes and 178 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $62.2M. The largest seller was Investment Management Corp of Ontario (IMCO), exiting entirely with an estimated $88.4M sold.

  • 500 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2024, down from 501 in Q3 2024.
  • Funds reported $13.8B of HEICO Corp Class A stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 64 funds opened new HEICO Corp Class A positions in Q4 2024 and 54 closed out, a net change of +10 holders.
  • The largest HEICO Corp Class A buyer in Q4 2024 was Capital World Investors, an estimated $62.2M added.
  • The largest HEICO Corp Class A seller in Q4 2024 was Investment Management Corp of Ontario (IMCO), an estimated $88.4M sold.

Based on aggregated 13F filings for Q4 2024.