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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
GT
376
Glenview Trust
Kentucky
$209K +$194K +1,025 New
FB
377
Fulton Bank
Pennsylvania
$209K +$194K +1,024 New
PFA
378
Peak Financial Advisors
Colorado
$209K +$194K +1,024 New
ANTB
379
AMG National Trust Bank
Colorado
$206K +$192K +1,011 New
BBW
380
Blue Barn Wealth
Utah
$205K +$191K +1,006 New
CP
381
Camelot Portfolios
Ohio
$204K
EFG
382
Embree Financial Group
Illinois
$204K +$190K +1,000 New
FHA
383
Flagship Harbor Advisors
Massachusetts
$204K +$190K +1,000 New
HAG
384
HighPoint Advisor Group
Illinois
$204K +$201K +1,059 New
WSFS
385
Wilmington Savings Fund Society
Delaware
$203K +$189K +998 New
APW
386
Acima Private Wealth
Virginia
$203K
NW
387
NewEdge Wealth
Pennsylvania
$202K +$188K +993 New
RBC
388
Roble Belko & Company
Pennsylvania
$188K -$10.2K -54 -6%
PAS
389
Point72 Asia (Singapore)
Singapore
$185K +$172K +906 New
PFPT
390
Pinnacle Financial Partners (Tennessee)
Tennessee
$184K
GI
391
GAMMA Investing
California
$176K +$12.9K +68 +9%
VAG
392
VisionPoint Advisory Group
Texas
$173K +$38.7K +204 +32%
GM
393
GeoWealth Management
Illinois
$172K +$7.58K +40 +5%
HIA
394
Harbor Investment Advisory
Maryland
$164K -$20.1K -106 -12%
HNB
395
Hilltop National Bank
Wyoming
$154K -$19.9K -105 -12%
National Bank of Canada
396
National Bank of Canada
Quebec, Canada
$143K +$3.22K +17 +2%
OAM
397
Ostrum Asset Management
France
$140K +$1.71K +9 +1%
FFA
398
Farther Finance Advisors
California
$129K -$3.6K -19 -3%
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$125K -$17.1K -90 -13%
CI Investments Inc
400
CI Investments Inc
Ontario, Canada
$120K +$6.26K +33 +6%

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.