We are live on ! Find out more
HEI.A icon

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
SN
401
Sittner & Nelson
Oregon
$15.8K
PA
402
Parallel Advisors
California
$13.8K +$3.89K +23 +42%
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$13.5K -$7.94K -47 -38%
CAM
404
Close Asset Management
United Kingdom
$13K
SWM
405
Spire Wealth Management
Virginia
$12.6K -$50K -296 -81%
CA
406
Continuum Advisory
Idaho
$12.6K -$845 -5 -7%
WTC
407
WhitTier Trust Company
Nevada
$12.1K
O
408
Ossiam
France
$11.9K +$11.3K +67 New
IA
409
IFP Advisors
Florida
$11.5K +$4.05K +24 +59%
AF
410
Allworth Financial
California
$11.3K +$1.18K +7 +12%
SAM
411
Smartleaf Asset Management
Massachusetts
$11.2K +$5.74K +34 +117%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$10.5K -$169 -1 -2%
RIL
413
Rothschild Investment LLC
Illinois
$10.1K -$7.26K -43 -43%
IAIM
414
International Assets Investment Management
Florida
$9.76K +$9.29K +55 New
ST
415
Smithfield Trust
Pennsylvania
$9K
EWA
416
EverSource Wealth Advisors
Alabama
$8.56K
OP
417
ORG Partners
Indiana
$7.88K +$6.42K +38 +543%
BTI
418
Blue Trust Inc
Georgia
$7.85K +$2.7K +16 +46%
PFBT
419
Parkside Financial Bank & Trust
Missouri
$7.63K +$1.18K +7 +19%
BIA
420
Bell Investment Advisors
California
$7.1K
LC
421
Lindbrook Capital
California
$6.92K
OC
422
Oakworth Capital
Alabama
$6.75K
BAM
423
Bellevue Asset Management
Washington
$6.75K
DAM
424
Delta Asset Management
Tennessee
$6.39K
FG
425
Fairman Group
Pennsylvania
$6.39K

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.