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HEICO Corp Class A

500 hedge funds and large institutions have $13.8B invested in HEICO Corp Class A in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $1.8M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

0.44% more ownership

Funds ownership: 88.22%88.66% (+0.44%)

0% less funds holding

Funds holding: 501500 (-1)

8% less capital invested

Capital invested by funds: $15.1B → $13.8B (-$1.22B)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.59%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
64
Increased
158
Reduced
178
Closed
54
Calls
$5.29M
Puts
$1.8M
Net Calls
+$3.49M
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
26
Vulcan Value Partners
Alabama
$94M -$11.1M -54,890 -10%
Northern Trust
27
Northern Trust
Illinois
$92.8M +$9.59M +47,549 +11%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$88.7M +$9.9M +49,102 +11%
SCM
29
Snyder Capital Management
California
$85.2M -$12.6M -62,291 -12%
SIC
30
Schwartz Investment Counsel
Michigan
$84.8M
Capital International Investors
31
Capital International Investors
California
$84.7M -$76.1M -377,602 -45%
Morgan Stanley
32
Morgan Stanley
New York
$83M +$10.3M +51,244 +13%
Wells Fargo
33
Wells Fargo
California
$81.8M -$489K -2,425 -0.5%
UBS AM
34
UBS AM
Illinois
$73.6M +$12M +59,276 +18%
Millennium Management
35
Millennium Management
New York
$73.4M -$8.29M -41,133 -9%
MG
36
Markel Group
Virginia
$70.6M
FAM
37
Fenimore Asset Management
New York
$70.1M +$351K +1,741 +0.5%
BAMCO Inc
38
BAMCO Inc
New York
$64.5M +$33.9K +168 +0%
QCMNJ
39
Quantum Capital Management (New Jersey)
New Jersey
$62.2M +$154K +765 +0.2%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$61.7M -$3.22M -15,947 -5%
SHCM
41
Silver Heights Capital Management
Ontario, Canada
$58.8M +$198K +980 +0.3%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$58M +$2.51M +12,467 +4%
Capital World Investors
43
Capital World Investors
California
$57.4M +$62.2M +308,461 New
Stifel Financial
44
Stifel Financial
Missouri
$56M -$1.41M -6,972 -2%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$55.1M -$709K -3,516 -1%
Legal & General Group
46
Legal & General Group
United Kingdom
$54.4M -$1.06M -5,240 -2%
UBS Group
47
UBS Group
Switzerland
$53.4M +$28.9M +143,350 +100%
Goldman Sachs
48
Goldman Sachs
New York
$50.8M +$1.73M +8,585 +3%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$45.2M +$49M +242,834 New
ICP
50
Ironvine Capital Partners
Nebraska
$44.6M +$107K +531 +0.2%

HEI.A Hedge Fund Activity: Q4 2024 in Review

500 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2024, worth a combined $13.8B — down 8.1% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HEI.A positions and 54 closed out — a net gain of 10 holders — while 158 added to existing stakes and 178 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $62.2M. The largest seller was Investment Management Corp of Ontario (IMCO), exiting entirely with an estimated $88.4M sold.

  • 500 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2024, down from 501 in Q3 2024.
  • Funds reported $13.8B of HEICO Corp Class A stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 64 funds opened new HEICO Corp Class A positions in Q4 2024 and 54 closed out, a net change of +10 holders.
  • The largest HEICO Corp Class A buyer in Q4 2024 was Capital World Investors, an estimated $62.2M added.
  • The largest HEICO Corp Class A seller in Q4 2024 was Investment Management Corp of Ontario (IMCO), an estimated $88.4M sold.

Based on aggregated 13F filings for Q4 2024.