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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
AWM
451
Abound Wealth Management
Tennessee
$178
TFM
452
TFC Financial Management
Massachusetts
$178
BHWM
453
Beaird Harris Wealth Management
Texas
$176 +$169 +1 New
KFS
454
Kelly Financial Services
Massachusetts
$56 -$22K -130 Closed
William Blair Investment Management
455
William Blair Investment Management
Illinois
-$108M -702,752 Closed
CCPM
456
Cooper Creek Partners Management
New York
-$9.19M -59,678 Closed
TC
457
TwinBeech Capital
New York
-$6.79M -44,084 Closed
Voloridge Investment Management
458
Voloridge Investment Management
Florida
-$6M -38,944 Closed
HF
459
HRT Financial
New York
-$4.39M -28,510 Closed
Los Angeles Capital Management
460
Los Angeles Capital Management
California
-$3.99M -25,935 Closed
IG
461
ING Group
Netherlands
-$2.16M -14,000 Closed
EGM
462
Engineers Gate Manager
New York
-$1.2M -7,785 Closed
PD
463
Point72 (DIFC)
United Arab Emirates
-$764K -4,965 Closed
AWM
464
AE Wealth Management
Kansas
-$742K -4,818 Closed
AIMCA
465
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$708K -4,600 Closed
XT
466
XTX Topco
Cayman Islands
-$468K -3,042 Closed
EP
467
Edgestream Partners
New Jersey
-$466K -3,024 Closed
OQS
468
Occudo Quantitative Strategies
Florida
-$444K -2,884 Closed
CB
469
Commerce Bank
Missouri
-$444K -2,882 Closed
DC
470
Davenport & Co
Virginia
-$382K -2,481 Closed
AIM
471
Aigen Investment Management
New York
-$348K -2,263 Closed
LCM
472
LRT Capital Management
Texas
-$328K -2,131 Closed
CWA
473
CM Wealth Advisors
Ohio
-$296K -1,773 Closed
Assenagon Asset Management
474
Assenagon Asset Management
Luxembourg
-$256K -1,660 Closed
KWA
475
Kingswood Wealth Advisors
California
-$239K -1,553 Closed

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.