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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
FCP
301
Fidelis Capital Partners
Florida
$413K -$17.1K -101 -4%
MG
302
Mather Group
Illinois
$400K +$427K +2,527 +3,662%
AC
303
Aristides Capital
Kentucky
$391K
EFG
304
Everhart Financial Group
Ohio
$382K +$56.3K +333 +18%
LCWP
305
Legacy Capital Wealth Partners
Arkansas
$363K +$346K +2,047 New
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$353K +$37K +219 +12%
OC
307
Oppenheimer & Co
New York
$352K -$16.9K -100 -5%
GSEP
308
Golden State Equity Partners
California
$351K +$334K +1,977 New
CAG
309
Crestwood Advisors Group
Massachusetts
$347K +$330K +1,952 New
PP
310
Prudential plc
United Kingdom
$342K
UM
311
UniSuper Management
Australia
$337K +$135K +800 +73%
RWM
312
RKL Wealth Management
Pennsylvania
$317K
BP
313
Ballentine Partners
Massachusetts
$313K
KAM
314
KEB Asset Management
Illinois
$311K
EWA
315
Exencial Wealth Advisors
Oklahoma
$298K -$24.3K -144 -8%
P
316
&Partners
Tennessee
$298K +$283K +1,678 New
Wealthfront Advisers
317
Wealthfront Advisers
California
$296K +$282K +1,669 New
OC
318
Oarsman Capital
Wisconsin
$289K -$1.86K -11 -0.7%
CF
319
Corebridge Financial
Texas
$287K +$273K +1,616 New
AWM
320
Axxcess Wealth Management
California
$276K -$13K -77 -5%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$273K -$11.8K -70 -4%
SIM
322
Sandia Investment Management
Massachusetts
$268K
BNP Paribas Asset Management
323
BNP Paribas Asset Management
France
$267K +$254K +1,506 New
DTL
324
Dynamic Technology Lab
Singapore
$265K +$252K +1,491 New
SLWA
325
San Luis Wealth Advisors
California
$264K +$251K +1,488 New

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.