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HEICO Corp Class A

454 hedge funds and large institutions have $13.3B invested in HEICO Corp Class A in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 148 increasing their positions, 157 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $823K

74% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 39

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

15% more capital invested

Capital invested by funds: $11.6B → $13.3B (+$1.7B)

5% more funds holding

Funds holding: 432454 (+22)

0.55% less ownership

Funds ownership: 89.91%89.36% (-0.55%)

6% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 157

Holders
454
Holders Change
+22
Holders Change %
+5.09%
% of All Funds
6.56%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.27%
New
68
Increased
148
Reduced
157
Closed
39
Calls
$2.23M
Puts
$823K
Net Calls
+$1.4M
Net Calls Change
-$814K
Name Holding Trade Value Shares
Change
Change in
Stake
ICP
51
Ironvine Capital Partners
Nebraska
$42.3M +$79.1K +468 +0.2%
Ameriprise
52
Ameriprise
Minnesota
$40.8M -$1.97M -11,638 -5%
Swiss National Bank
53
Swiss National Bank
Switzerland
$39.6M -$389K -2,300 -1%
CCA
54
Conestoga Capital Advisors
Pennsylvania
$38.6M +$5.72M +33,855 +18%
Victory Capital Management
55
Victory Capital Management
Texas
$33.3M -$15.5M -92,021 -33%
PCM
56
Palisade Capital Management
New Jersey
$31.9M -$159K -940 -0.5%
BFM
57
Boston Financial Management
Massachusetts
$31.4M +$71.8K +425 +0.2%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$29.7M -$1.4M -8,259 -5%
GCM
59
Geneva Capital Management
Wisconsin
$29.4M -$2.43M -14,408 -8%
WIM
60
Weitz Investment Management
Nebraska
$28.9M -$3.45M -20,400 -11%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$28.7M +$4.67M +27,649 +21%
NC
62
NZS Capital
Colorado
$27.8M +$26.5M +156,865 New
CGPCS
63
Capital Group Private Client Services
California
$27.1M -$1.53M -9,051 -6%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$26.8M +$16.7M +98,759 +190%
WA
65
Whitebox Advisors
Minnesota
$26.3M -$2.18M -12,900 -8%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$26.3M -$129K -763 -0.5%
SEI Investments
67
SEI Investments
Pennsylvania
$26.1M +$5.58M +33,027 +29%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$25.4M +$12.1M +71,526 +100%
BBHC
69
Brown Brothers Harriman & Co
New York
$25.3M +$2.35M +13,896 +11%
ZEP
70
Zeno Equity Partners
United Kingdom
$24.1M +$23M +135,899 New
SA
71
Sanctuary Advisors
Indiana
$24M +$24.3M +143,773 New
Amundi
72
Amundi
France
$22.7M -$3.55M -21,020 -14%
SCM
73
Sirios Capital Management
Massachusetts
$22.5M -$5.48M -32,410 -20%
TAM
74
Telemark Asset Management
Massachusetts
$22.2M
BAM
75
Broadcrest Asset Management
Florida
$21.3M

HEI.A Hedge Fund Activity: Q2 2024 in Review

454 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2024, worth a combined $13.3B — up 15% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new HEI.A positions and 39 closed out — a net gain of 29 holders — while 148 added to existing stakes and 157 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $176M. The largest seller was Barclays, cutting an estimated $110M.

  • 454 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2024, up from 432 in Q1 2024.
  • Funds reported $13.3B of HEICO Corp Class A stock for Q2 2024, up 15% quarter-over-quarter.
  • 68 funds opened new HEICO Corp Class A positions in Q2 2024 and 39 closed out, a net change of +29 holders.
  • The largest HEICO Corp Class A buyer in Q2 2024 was Berkshire Hathaway, an estimated $176M added.
  • The largest HEICO Corp Class A seller in Q2 2024 was Barclays, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2024.