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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
AAS
351
Avantax Advisory Services
Texas
$212K +$202K +1,194 New
BCP
352
Blue Chip Partners
Michigan
$204K
OFG
353
Oxford Financial Group
Indiana
$201K +$191K +1,130 New
SOW
354
State of Wyoming
Wyoming
$200K +$33.6K +199 +21%
FIA
355
FNY Investment Advisers
New York
$199K +$119K +704 +168%
Schroder Investment Management Group
356
Schroder Investment Management Group
United Kingdom
$199K
RIM
357
Rakuten Investment Management
Japan
$184K +$64.9K +384 +59%
FHA
358
First Horizon Advisors
Tennessee
$182K +$8.62K +51 +5%
CP
359
Camelot Portfolios
Ohio
$178K +$169K +1,000 New
APW
360
Acima Private Wealth
Virginia
$176K
RBC
361
Roble Belko & Company
Pennsylvania
$173K
HIA
362
Harbor Investment Advisory
Maryland
$162K -$2.53K -15 -2%
HNB
363
Hilltop National Bank
Wyoming
$152K +$2.7K +16 +2%
GM
364
GeoWealth Management
Illinois
$142K +$64.5K +382 +91%
GI
365
GAMMA Investing
California
$141K +$15.7K +93 +13%
PFPT
366
Pinnacle Financial Partners (Tennessee)
Tennessee
$139K
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$127K +$119K +705 New
OAM
368
Ostrum Asset Management
France
$121K -$915K -5,414 -89%
National Bank of Canada
369
National Bank of Canada
Quebec, Canada
$120K -$5.05M -29,867 -98%
VAG
370
VisionPoint Advisory Group
Texas
$115K +$28.7K +170 +36%
FFA
371
Farther Finance Advisors
California
$115K +$87.2K +516 +374%
PMFA
372
Plante Moran Financial Advisors
Michigan
$99.2K +$2.53K +15 +3%
CI Investments Inc
373
CI Investments Inc
Ontario, Canada
$99K -$4.05K -24 -4%
C
374
Covestor
United Kingdom
$81K +$8.28K +49 +12%
TRCT
375
Tower Research Capital (TRC)
New York
$79.9K -$354K -2,097 -82%

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.