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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
EWA
351
Exencial Wealth Advisors
Oklahoma
$263K -$73.6K -388 -23%
SEIA
352
Signature Estate & Investment Advisors
California
$259K -$379 -2 -0.2%
LIM
353
Leavell Investment Management
Alabama
$258K
AIA
354
Alera Investment Advisors
Illinois
$256K +$4.74K +25 +2%
KWA
355
Kingswood Wealth Advisors
California
$255K +$238K +1,253 New
Chevy Chase Trust
356
Chevy Chase Trust
Maryland
$252K +$234K +1,235 New
Thrivent Financial for Lutherans
357
Thrivent Financial for Lutherans
Minnesota
$251K +$190 +1 +0.1%
CIA
358
Concurrent Investment Advisors
Florida
$250K
AMCA
359
Arthur M. Cohen & Associates
Illinois
$249K
PGFC
360
Peapack-Gladstone Financial Corp
New Jersey
$248K -$6.45K -34 -3%
WA
361
Wealth Alliance
New York
$246K -$2.84K -15 -1%
MCWA
362
Meadow Creek Wealth Advisors
Georgia
$245K -$7.2K -38 -3%
NAS
363
Nicolet Advisory Services
Wisconsin
$242K
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$242K -$66.2K -349 -23%
SOW
365
State of Wyoming
Wyoming
$238K +$7.77K +41 +4%
IC
366
IEQ Capital
California
$235K -$8.53K -45 -4%
BCP
367
Blue Chip Partners
Michigan
$234K
HKIMG
368
Hutchens & Kramer Investment Management Group
Indiana
$231K +$214K +1,130 New
PAG
369
Private Advisor Group
New Jersey
$230K +$214K +1,127 New
DWM
370
Diversify Wealth Management
Utah
$227K -$12.9K -68 -6%
AIMCA
371
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$224K +$209K +1,100 New
HT
372
Headlands Technologies
Illinois
$223K +$135K +713 +186%
BHCM
373
Brevan Howard Capital Management
Jersey
$212K +$197K +1,038 New
NFG
374
Nations Financial Group
Iowa
$210K +$195K +1,030 New
FHA
375
First Horizon Advisors
Tennessee
$209K +$379 +2 +0.2%

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.