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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
CFO
376
CVA Family Office
Colorado
$74.9K
TFIPS
377
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69.2K -$42.2K -250 -39%
HT
378
Headlands Technologies
Illinois
$68K +$64.7K +383 New
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.8K -$38.5K -228 -41%
WT
380
Whittier Trust
California
$58.4K
HWA
381
Heritage Wealth Advisors
Virginia
$51.7K
BFEC
382
Benjamin F. Edwards & Company
Missouri
$51K +$13.5K +80 +38%
SPIA
383
Steward Partners Investment Advisory
New York
$42.8K -$4.56K -27 -10%
MCM
384
MV Capital Management
Maryland
$42.3K +$169 +1 +0.4%
Mirae Asset Global ETFs Holdings
385
Mirae Asset Global ETFs Holdings
Hong Kong
$38.5K +$36.7K +217 New
CFGS
386
Concourse Financial Group Securities
Alabama
$33.6K +$30.4K +180 +2,000%
GRP
387
Global Retirement Partners
California
$32.5K +$14.2K +84 +85%
S
388
SignatureFD
Georgia
$31.7K -$4.05K -24 -12%
CA
389
Crewe Advisors
Utah
$30.2K +$20.9K +124 +270%
PPC
390
Park Place Capital
Alabama
$27.5K
FCA
391
FinTrust Capital Advisors
South Carolina
$25.9K +$19.6K +116 +387%
OLVIG
392
Oliver Lagore Vanvalin Investment Group
Michigan
$24.7K -$9.8K -58 -29%
S
393
Sachetta
Massachusetts
$23.5K
MAM
394
Meeder Asset Management
Ohio
$22.2K +$16.1K +95 +317%
FFA
395
Frazier Financial Advisors
Ohio
$21.3K
FNWA
396
Financial Network Wealth Advisors
Utah
$21.3K +$20.1K +119 New
Simplex Trading
397
Simplex Trading
Illinois
$20K +$19.6K +116 New
CA
398
Clearstead Advisors
Ohio
$19.2K
CAL
399
Capital Advisors Ltd
Ohio
$19K
RTC
400
Riverview Trust Company
Washington
$18.6K

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.