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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
CA
451
Continuum Advisory
Idaho
$12K -$2.84K -15 -21%
RIL
452
Rothschild Investment LLC
Illinois
$11.6K
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$11K -$948 -5 -8%
ST
454
Smithfield Trust
Pennsylvania
$10K
PFBT
455
Parkside Financial Bank & Trust
Missouri
$8.76K
OP
456
ORG Partners
Indiana
$8.75K -$379 -2 -4%
BIA
457
Bell Investment Advisors
California
$8.15K
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$8.15K +$3.6K +19 +90%
LC
459
Lindbrook Capital
California
$7.95K
BAM
460
Bellevue Asset Management
Washington
$7.33K -$379 -2 -5%
DAM
461
Delta Asset Management
Tennessee
$7.33K
FG
462
Fairman Group
Pennsylvania
$7.33K
FWM
463
FSA Wealth Management
Massachusetts
$7.33K +$6.83K +36 New
CPA
464
Capital Performance Advisors
California
$7.13K +$6.63K +35 New
EB
465
Eastern Bank
Massachusetts
$7.13K +$6.63K +35 New
JFGIW
466
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.72K +$6.26K +33 New
CWP
467
Concord Wealth Partners
Virginia
$6.52K +$6.07K +32 New
HCM
468
Hollencrest Capital Management
California
$5.71K +$5.31K +28 New
KPP
469
Kings Path Partners
Texas
$5.3K
EBA
470
Eagle Bay Advisors
New York
$4.48K -$2.27K -12 -35%
QC
471
Quent Capital
New York
$4.48K
SS
472
Sunbelt Securities
Texas
$4.48K
TCOV
473
Trust Company of Vermont
Vermont
$4.28K +$3.98K +21 New
QCG
474
Quadrant Capital Group
Ohio
$4.08K
Lazard Asset Management
475
Lazard Asset Management
New York
$4K +$1.14K +6 +43%

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.