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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
UBS Group
76
UBS Group
Switzerland
$21.2M +$3.35M +19,847 +20%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$19.9M +$124K +734 +0.7%
MFS
78
Mirabella Financial Services
United Kingdom
$19.5M +$4.13M +24,427 +29%
LCM
79
Landscape Capital Management
New Jersey
$19.3M
SO
80
STRS Ohio
Ohio
$19.2M +$42.4K +251 +0.2%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$17.6M -$304K -1,798 -2%
VWM
82
Venturi Wealth Management
Texas
$15.9M
Point72 Asset Management
83
Point72 Asset Management
Connecticut
$15.4M -$1.64M -9,700 -10%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$14.7M +$277K +1,638 +2%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$14.5M +$35.6K +211 +0.3%
MNA
86
Manning & Napier Advisors
New York
$14.4M +$13.7M +81,245 New
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$14M +$255K +1,508 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
88
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.3M
Franklin Resources
89
Franklin Resources
California
$12.9M +$28.4K +168 +0.2%
Deutsche Bank
90
Deutsche Bank
Germany
$12.5M -$11.6M -68,595 -49%
Citadel Advisors
91
Citadel Advisors
Florida
$12.1M -$5.36M -31,726 -32%
COA
92
Crown Oak Advisors
California
$11.6M
PWC
93
PYA Waltman Capital
Tennessee
$11.4M -$213K -1,260 -2%
Royal London Asset Management
94
Royal London Asset Management
United Kingdom
$10.9M -$17.6K -104 -0.2%
Brown Advisory
95
Brown Advisory
Maryland
$10.7M -$2.56M -15,159 -20%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$10.5M -$6.52M -38,611 -39%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$10.4M +$1.39M +8,242 +16%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$10.3M +$2.49M +14,723 +35%
BCM
99
Brasada Capital Management
Texas
$10.2M +$30.2K +179 +0.3%
RA
100
Royce & Associates
New York
$9.82M

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.