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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
HHGC
276
Hunting Hill Global Capital
New York
$584K
Baird Financial Group
277
Baird Financial Group
Wisconsin
$582K -$23.5K -139 -4%
GT
278
Glenmede Trust
Pennsylvania
$578K +$118K +696 +27%
Jones Financial Companies
279
Jones Financial Companies
Missouri
$577K +$329K +1,950 +150%
GI
280
GAMCO Investors
Connecticut
$568K
PPWP
281
Premier Path Wealth Partners
New Jersey
$567K +$13.7K +81 +3%
Federated Hermes
282
Federated Hermes
Pennsylvania
$566K +$538K +3,186 New
QCM
283
QRG Capital Management
Illinois
$561K +$33.5K +198 +7%
TIM
284
Tortoise Investment Management
New York
$551K -$50.7K -300 -9%
HFM
285
Harvest Fund Management
China
$551K +$525K +3,107 New
PWG
286
Portside Wealth Group
Utah
$542K -$16.2K -96 -3%
SI
287
Stephens Inc
Arkansas
$500K +$5.58K +33 +1%
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
$496K +$61K +361 +15%
BWA
289
Burt Wealth Advisors
Maryland
$495K -$188K -1,114 -29%
MAP
290
Moody Aldrich Partners
Massachusetts
$489K -$507 -3 -0.1%
TMAM
291
Tokio Marine Asset Management
Japan
$489K
LWAM
292
Legacy Wealth Asset Management
Minnesota
$482K +$8.11K +48 +2%
Credit Agricole
293
Credit Agricole
France
$479K +$456K +2,700 New
OAC
294
OMERS Administration Corp
Ontario, Canada
$463K +$441K +2,609 New
HTC
295
Haverford Trust Company
Pennsylvania
$461K +$14.7K +87 +3%
IMRF
296
Illinois Municipal Retirement Fund
Illinois
$460K
GBA
297
Garrison Bradford & Associates
New York
$448K
KAS
298
Kestra Advisory Services
Texas
$436K +$415K +2,454 New
Creative Planning
299
Creative Planning
Kansas
$433K +$7.26K +43 +2%
PWG
300
Private Wealth Group
Florida
$414K

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.