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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
PMFA
401
Plante Moran Financial Advisors
Michigan
$116K +$569 +3 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
402
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$111K -$623K -3,287 -86%
FDCDDQ
403
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K +$32.4K +171 +52%
C
404
Covestor
United Kingdom
$101K +$7.39K +39 +9%
Schroder Investment Management Group
405
Schroder Investment Management Group
United Kingdom
$101K -$118K -622 -56%
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$96.4K +$75.3K +397 +522%
TRCT
407
Tower Research Capital (TRC)
New York
$94.3K +$2.46K +13 +3%
CFO
408
CVA Family Office
Colorado
$86K
AF
409
Advisornet Financial
Minnesota
$81.9K +$74.3K +392 +3,920%
TFIPS
410
Towarzystwo Funduszy Inwestycyjnych PZU SA
$79.5K
WTC
411
WhitTier Trust Company
Nevada
$73.4K +$55.4K +292 +429%
SWM
412
Spire Wealth Management
Virginia
$67.9K +$49.7K +262 +369%
WT
413
Whittier Trust
California
$66.2K -$758 -4 -1%
MAM
414
Meeder Asset Management
Ohio
$63.2K +$35.1K +185 +148%
HWA
415
Heritage Wealth Advisors
Virginia
$59.3K
SPIA
416
Steward Partners Investment Advisory
New York
$59.1K +$9.29K +49 +20%
GWM
417
Geneos Wealth Management
Colorado
$55.2K +$51.4K +271 New
Simplex Trading
418
Simplex Trading
Illinois
$53K +$27.7K +146 +126%
MCM
419
MV Capital Management
Maryland
$48.5K
Mirae Asset Global ETFs Holdings
420
Mirae Asset Global ETFs Holdings
Hong Kong
$40.3K -$3.6K -19 -9%
AIM
421
Anchor Investment Management
South Carolina
$37.7K +$35.1K +185 New
GRP
422
Global Retirement Partners
California
$35.7K -$1.52K -8 -4%
OLVIG
423
Oliver Lagore Vanvalin Investment Group
Michigan
$33.8K +$5.12K +27 +19%
S
424
SignatureFD
Georgia
$33.8K -$2.46K -13 -7%
IA
425
IFP Advisors
Florida
$31.7K +$17.1K +90 +138%

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.