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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
FCA
426
FinTrust Capital Advisors
South Carolina
$26.9K -$2.65K -14 -10%
FCM
427
Fourpath Capital Management
Oklahoma
$26.6K +$24.6K +130 New
ADL
428
Asset Dedication LLC
California
$26.3K +$24.5K +129 New
PPC
429
Park Place Capital
Alabama
$26.1K -$5.12K -27 -17%
SAM
430
Smartleaf Asset Management
Massachusetts
$25.9K +$12.3K +65 +103%
S
431
Sachetta
Massachusetts
$25.5K
FFA
432
Frazier Financial Advisors
Ohio
$24.5K
RTC
433
Riverview Trust Company
Washington
$22.2K +$758 +4 +4%
CA
434
Clearstead Advisors
Ohio
$22K
TC
435
Truvestments Capital
Florida
$22K +$20.5K +108 New
CAL
436
Capital Advisors Ltd
Ohio
$22K
CFGS
437
Concourse Financial Group Securities
Alabama
$21.2K -$16.1K -85 -45%
HWM
438
Hemington Wealth Management
Virginia
$21K +$21.4K +113 New
T
439
TOBAM
France
$20K +$18.6K +98 New
SN
440
Sittner & Nelson
Oregon
$18.1K
FNWA
441
Financial Network Wealth Advisors
Utah
$17.5K -$6.26K -33 -28%
EWA
442
EverSource Wealth Advisors
Alabama
$17.3K +$7.58K +40 +89%
PA
443
Parallel Advisors
California
$17.3K +$1.14K +6 +8%
GFPC
444
Global Financial Private Client
Florida
$16.9K +$15.7K +83 New
CAM
445
Close Asset Management
United Kingdom
$15K
O
446
Ossiam
France
$14.9K +$1.14K +6 +9%
AF
447
Allworth Financial
California
$13.2K
BWL
448
Bogart Wealth LLC
Virginia
$13K +$6.45K +34 +113%
BTI
449
Blue Trust Inc
Georgia
$12.6K +$3.79K +20 +39%
CWA
450
Carolina Wealth Advisors
South Carolina
$12.4K +$11.6K +61 New

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.