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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
PWG
276
Portside Wealth Group
Utah
$691K +$64.1K +338 +11%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$691K -$33.9K -179 -5%
HHGC
278
Hunting Hill Global Capital
New York
$670K
Baird Financial Group
279
Baird Financial Group
Wisconsin
$666K -$1.71K -9 -0.3%
GI
280
GAMCO Investors
Connecticut
$652K
HTC
281
Haverford Trust Company
Pennsylvania
$643K +$107K +562 +22%
HFM
282
Harvest Fund Management
China
$632K
Voloridge Investment Management
283
Voloridge Investment Management
Florida
$630K +$586K +3,093 New
SI
284
Stephens Inc
Arkansas
$626K +$48.5K +256 +9%
Aviva
285
Aviva
United Kingdom
$621K -$1.01M -5,340 -64%
TIM
286
Tortoise Investment Management
New York
$612K -$18.6K -98 -3%
BWP
287
Baldwin Wealth Partners
Massachusetts
$605K +$562K +2,967 New
PPWP
288
Premier Path Wealth Partners
New Jersey
$600K -$47.4K -250 -8%
CIBC Asset Management
289
CIBC Asset Management
Ontario, Canada
$599K +$28.1K +148 +5%
CB
290
Commerce Bank
Missouri
$591K +$550K +2,900 New
Credit Agricole
291
Credit Agricole
France
$581K +$28.4K +150 +6%
EFG
292
Everhart Financial Group
Ohio
$577K +$130K +684 +32%
BWA
293
Burt Wealth Advisors
Maryland
$568K
Mercer Global Advisors
294
Mercer Global Advisors
Colorado
$565K +$148K +783 +39%
MAP
295
Moody Aldrich Partners
Massachusetts
$561K -$379 -2 -0.1%
TMAM
296
Tokio Marine Asset Management
Japan
$561K
LWAM
297
Legacy Wealth Asset Management
Minnesota
$557K +$3.41K +18 +0.7%
Federated Hermes
298
Federated Hermes
Pennsylvania
$554K -$88.5K -467 -15%
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$530K +$209K +1,105 +76%
GT
300
Glenmede Trust
Pennsylvania
$528K -$126K -664 -20%

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.