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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
LSAG
326
Lake Street Advisors Group
New Hampshire
$262K -$338 -2 -0.1%
Teacher Retirement System of Texas
327
Teacher Retirement System of Texas
Texas
$260K -$76K -450 -24%
Neuberger Berman Group
328
Neuberger Berman Group
New York
$259K +$247K +1,461 New
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$258K +$39.5K +234 +19%
AC
330
AXQ Capital
New Jersey
$258K +$245K +1,451 New
RFC
331
Regions Financial Corp
Alabama
$253K +$241K +1,427 New
TFS
332
Thoroughbred Financial Services
Tennessee
$244K +$233K +1,380 New
CAM
333
Cresset Asset Management
Illinois
$239K -$25.3K -150 -10%
FWA
334
FSM Wealth Advisors
Ohio
$236K -$4.73K -28 -2%
YCM
335
Yousif Capital Management
Michigan
$230K -$6.93K -41 -3%
SEIA
336
Signature Estate & Investment Advisors
California
$226K +$215K +1,275 New
LIM
337
Leavell Investment Management
Alabama
$225K +$214K +1,268 New
PGFC
338
Peapack-Gladstone Financial Corp
New Jersey
$222K +$211K +1,250 New
MCWA
339
Meadow Creek Wealth Advisors
Georgia
$220K +$210K +1,242 New
AIA
340
Alera Investment Advisors
Illinois
$218K +$208K +1,230 New
QCM
341
Quantinno Capital Management
New York
$218K +$208K +1,229 New
CIA
342
Concurrent Investment Advisors
Florida
$218K +$207K +1,228 New
Thrivent Financial for Lutherans
343
Thrivent Financial for Lutherans
Minnesota
$218K +$208K +1,229 New
WA
344
Wealth Alliance
New York
$217K +$206K +1,221 New
AMCA
345
Arthur M. Cohen & Associates
Illinois
$217K +$206K +1,220 New
DWM
346
Diversify Wealth Management
Utah
$216K +$205K +1,212 New
NAS
347
Nicolet Advisory Services
Wisconsin
$216K +$203K +1,202 New
EF
348
Empowered Funds
Pennsylvania
$214K +$204K +1,207 New
Squarepoint
349
Squarepoint
New York
$213K -$423K -2,504 -68%
IC
350
IEQ Capital
California
$213K +$203K +1,199 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.