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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
BF
476
BOK Financial
Oklahoma
$3.63K +$3.41K +18 New
VCM
477
Versant Capital Management
Arizona
$3.46K +$3.22K +17 New
RFS
478
Richardson Financial Services
Massachusetts
$2.67K +$1.33K +7 +100%
TAM
479
Tucker Asset Management
Colorado
$2.65K
BCMLT
480
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.65K +$2.46K +13 New
JIP
481
Jaffetilchin Investment Partners
Florida
$2.45K +$2.27K +12 New
SIC
482
Salem Investment Counselors
North Carolina
$2.24K +$2.08K +11 New
PCM
483
Penserra Capital Management
California
$2K
MCM
484
Manchester Capital Management
Vermont
$1.83K
CA
485
CoreCap Advisors
Michigan
$1.83K +$1.71K +9 New
CAM
486
ClariVest Asset Management
California
$1.24K
SIC
487
SJS Investment Consulting
Ohio
$1.22K
DPW
488
DiNuzzo Private Wealth
Pennsylvania
$1.22K
PWMG
489
Private Wealth Management Group
New Jersey
$1.22K
CPG
490
Cornerstone Planning Group
New Jersey
$777
AFS
491
Annapolis Financial Services
Maryland
$642 +$569 +3 New
TWD
492
True Wealth Design
Ohio
$612
ATS
493
Ashton Thomas Securities
New York
$611 +$569 +3 New
FPFS
494
First Personal Financial Services
North Carolina
$408 +$379 +2 New
LFG
495
Larson Financial Group
Missouri
$408 +$379 +2 New
WBC
496
West Branch Capital
Massachusetts
$408 +$379 +2 New
AWM
497
Abound Wealth Management
Tennessee
$205
TFM
498
TFC Financial Management
Massachusetts
$204
MG
499
Mather Group
Illinois
$197 -$492K -2,595 -100%
IAIM
500
International Assets Investment Management
Florida
$102 +$4.5M +23,730 +43,145%

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.