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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
NWAG
326
Net Worth Advisory Group
Utah
$342K +$318K +1,680 New
PD
327
Point72 (DIFC)
United Arab Emirates
$330K +$307K +1,620 New
OC
328
Oarsman Capital
Wisconsin
$329K -$2.46K -13 -0.8%
BNP Paribas Asset Management
329
BNP Paribas Asset Management
France
$322K +$14K +74 +5%
FIA
330
FNY Investment Advisers
New York
$321K +$86.6K +457 +41%
CF
331
Corebridge Financial
Texas
$318K -$10.6K -56 -3%
EF
332
Empowered Funds
Pennsylvania
$317K +$65.8K +347 +29%
Manulife (Manufacturers Life Insurance)
333
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$316K -$670K -3,536 -70%
SIM
334
Sandia Investment Management
Massachusetts
$307K
AWM
335
Axxcess Wealth Management
California
$306K -$9.1K -48 -3%
Neuberger Berman Group
336
Neuberger Berman Group
New York
$305K +$6.45K +34 +2%
SLWA
337
San Luis Wealth Advisors
California
$303K
SCM
338
Sterling Capital Management
North Carolina
$301K +$280K +1,478 New
CAM
339
Cresset Asset Management
Illinois
$299K +$22.9K +121 +9%
AAS
340
Avantax Advisory Services
Texas
$293K +$46.1K +243 +20%
LSAG
341
Lake Street Advisors Group
New Hampshire
$292K -$8.53K -45 -3%
RFC
342
Regions Financial Corp
Alabama
$291K
VF
343
Virtu Financial
New York
$284K +$265K +1,396 New
FWA
344
FSM Wealth Advisors
Ohio
$283K +$11.8K +62 +5%
TFS
345
Thoroughbred Financial Services
Tennessee
$281K
RIM
346
Rakuten Investment Management
Japan
$278K +$64.8K +342 +33%
GSEP
347
Golden State Equity Partners
California
$278K -$116K -611 -31%
YCM
348
Yousif Capital Management
Michigan
$267K +$2.84K +15 +1%
NG
349
Norden Group
Utah
$265K +$247K +1,301 New
Cambridge Investment Research Advisors
350
Cambridge Investment Research Advisors
Iowa
$264K +$246K +1,297 New

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.