We are live on ! Find out more
HEI.A icon

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
FBCM
501
Fort Baker Capital Management
California
-$8.34M -46,978 Closed
Swedbank
502
Swedbank
Sweden
-$5.25M -29,600 Closed
CC
503
Carlson Capital
Texas
-$5.01M -28,200 Closed
SCM
504
SG Capital Management
Illinois
-$3.29M -18,536 Closed
PFM
505
Privium Fund Management
Netherlands
-$2.11M -11,865 Closed
SW
506
Simplicity Wealth
New Jersey
-$1.52M -8,553 Closed
APG Asset Management
507
APG Asset Management
Netherlands
-$1.32M -7,987 Closed
MPM
508
MBB Public Markets
Illinois
-$959K -5,400 Closed
DTL
509
Dynamic Technology Lab
Singapore
-$265K -1,491 Closed
Teacher Retirement System of Texas
510
Teacher Retirement System of Texas
Texas
-$260K -1,462 Closed
OFG
511
Oxford Financial Group
Indiana
-$201K -1,130 Closed
CA
512
Crewe Advisors
Utah
-$30.2K -170 Closed
OC
513
Oakworth Capital
Alabama
-$6.75K -38 Closed
VNA
514
Valley National Advisers
Pennsylvania
-$5K -30 Closed
LIA
515
Lynx Investment Advisory
District of Columbia
-$4.62K -26 Closed
FPB
516
First PREMIER Bank
South Dakota
-$4K -24 Closed
TWP
517
Triad Wealth Partners
Kansas
-$3.19K -18 Closed
OWA
518
Opal Wealth Advisors
New York
-$1.6K -9 Closed
TWC
519
TD Waterhouse Canada
Ontario, Canada
-$1.4K -8 Closed
BHWM
520
Beaird Harris Wealth Management
Texas
-$176 -1 Closed

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.