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HEICO Corp Class A

500 hedge funds and large institutions have $13.8B invested in HEICO Corp Class A in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $1.8M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

0.44% more ownership

Funds ownership: 88.22%88.66% (+0.44%)

0% less funds holding

Funds holding: 501500 (-1)

8% less capital invested

Capital invested by funds: $15.1B → $13.8B (-$1.22B)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.59%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
64
Increased
158
Reduced
178
Closed
54
Calls
$5.29M
Puts
$1.8M
Net Calls
+$3.49M
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
326
Boothbay Fund Management
New York
$318K -$3.61M -17,910 -91%
BOTPPF
327
Board of the Pension Protection Fund
United Kingdom
$316K +$343K +1,700 New
NWAG
328
Net Worth Advisory Group
Utah
$313K +$806 +4 +0.2%
OC
329
Oarsman Capital
Wisconsin
$300K -$1.41K -7 -0.4%
CCAL
330
City Center Advisors LLC
Michigan
$298K +$322K +1,599 New
Manulife (Manufacturers Life Insurance)
331
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$286K -$2.82K -14 -0.9%
Vontobel Holding
332
Vontobel Holding
Switzerland
$282K -$1.63M -8,099 -84%
SIM
333
Sandia Investment Management
Massachusetts
$281K
CF
334
Corebridge Financial
Texas
$279K -$12.5K -62 -4%
FWA
335
FSM Wealth Advisors
Ohio
$278K +$19.8K +98 +7%
TFS
336
Thoroughbred Financial Services
Tennessee
$278K +$23.8K +118 +9%
MC
337
Machina Capital
France
$277K -$79.2K -393 -21%
SLWA
338
San Luis Wealth Advisors
California
$277K
Neuberger Berman Group
339
Neuberger Berman Group
New York
$272K -$6.86K -34 -2%
AWM
340
Axxcess Wealth Management
California
$268K -$12.5K -62 -4%
NG
341
Norden Group
Utah
$268K +$27.8K +138 +11%
AAS
342
Avantax Advisory Services
Texas
$266K -$1.61K -8 -0.6%
RFC
343
Regions Financial Corp
Alabama
$265K -$806 -4 -0.3%
UM
344
UniSuper Management
Australia
$261K -$101K -500 -26%
LSAG
345
Lake Street Advisors Group
New Hampshire
$254K -$13.1K -65 -5%
Commonwealth Equity Services
346
Commonwealth Equity Services
Massachusetts
$252K -$440K -2,180 -62%
NAS
347
Nicolet Advisory Services
Wisconsin
$249K +$39.9K +198 +16%
PDL
348
Portfolio Design Labs
California
$244K +$265K +1,313 New
SCM
349
Sterling Capital Management
North Carolina
$244K -$33.5K -166 -11%
YCM
350
Yousif Capital Management
Michigan
$244K

HEI.A Hedge Fund Activity: Q4 2024 in Review

500 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2024, worth a combined $13.8B — down 8.1% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HEI.A positions and 54 closed out — a net gain of 10 holders — while 158 added to existing stakes and 178 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $62.2M. The largest seller was Investment Management Corp of Ontario (IMCO), exiting entirely with an estimated $88.4M sold.

  • 500 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2024, down from 501 in Q3 2024.
  • Funds reported $13.8B of HEICO Corp Class A stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 64 funds opened new HEICO Corp Class A positions in Q4 2024 and 54 closed out, a net change of +10 holders.
  • The largest HEICO Corp Class A buyer in Q4 2024 was Capital World Investors, an estimated $62.2M added.
  • The largest HEICO Corp Class A seller in Q4 2024 was Investment Management Corp of Ontario (IMCO), an estimated $88.4M sold.

Based on aggregated 13F filings for Q4 2024.