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HEICO Corp Class A
HEI.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: 19 → 23 (+4)

13% more capital invested

Capital invested by funds: $13.3B → $15.1B (+$1.78B)

10% more funds holding

Funds holding: 454 → 501 (+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

Top Buyers

Rank Fund Capital Flow
1
HCM
Highbridge Capital Management
New York
+$41.9M
2
Amundi
Amundi
France
+$28M
3
CCPM
Cooper Creek Partners Management
New York
+$27.2M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$26.1M
5
Norges Bank
Norges Bank
Norway
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$54.3M
2
Capital International Investors
Capital International Investors
California
-$43.5M
3
Macquarie Group
Macquarie Group
Australia
-$36M
4
FAM
Fred Alger Management
New York
-$34.3M
5
Invesco
Invesco
Georgia
-$33.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Aristeia Capital
Connecticut
$101M +$13.5M +71,402 +17%
MC
27
Maren Capital
Illinois
$97.9M +$128K +676 +0.1%
SIC
28
Schwartz Investment Counsel
Michigan
$92.9M -$3.94M -20,787 -4%
Northern Trust
29
Northern Trust
Illinois
$91.9M -$5.2M -27,406 -6%
Wells Fargo
30
Wells Fargo
California
$90M -$2.52M -13,315 -3%
Millennium Management
31
Millennium Management
New York
$88.7M +$14.9M +78,501 +22%
IMCOOI
32
Investment Management Corp of Ontario (IMCO)
Canada
$88.4M -$5.54M -29,200 -6%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$87.2M -$122K -645 -0.2%
Morgan Stanley
34
Morgan Stanley
New York
$80.5M +$1.03M +5,421 +1%
MG
35
Markel Group
Virginia
$77.4M – – –
FAM
36
Fenimore Asset Management
New York
$76.4M +$170K +896 +0.2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$70.8M +$2.63M +13,882 +4%
BAMCO Inc
38
BAMCO Inc
New York
$70.6M +$304K +1,606 +0.5%
UBS AM
39
UBS AM
Illinois
$68.6M -$2.3M -12,154 -3%
QCMNJ
40
Quantum Capital Management (New Jersey)
New Jersey
$67.9M +$470K +2,479 +0.7%
SHCM
41
Silver Heights Capital Management
Ontario, Canada
$64.2M -$233K -1,230 -0.4%
Stifel Financial
42
Stifel Financial
Missouri
$62.8M -$472K -2,490 -0.8%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$61M +$775K +4,088 +1%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$61M +$515K +2,716 +0.9%
Legal & General Group
45
Legal & General Group
United Kingdom
$60.6M -$486K -2,562 -0.9%
Amundi
46
Amundi
France
$55.1M +$28M +147,483 +117%
Goldman Sachs
47
Goldman Sachs
New York
$53.9M -$81.7K -431 -0.2%
Ensign Peak Advisors
48
Ensign Peak Advisors
Utah
$50.6M -$622K -3,281 -1%
HCM
49
Highbridge Capital Management
New York
$50.2M +$41.9M +221,106 +871%
ICP
50
Ironvine Capital Partners
Nebraska
$48.7M +$146K +771 +0.3%
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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.