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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
ASRS
151
Arizona State Retirement System
Arizona
$3.67M -$1.86K -11 -0.1%
Westfield Capital Management
152
Westfield Capital Management
Massachusetts
$3.57M
Russell Investments Group
153
Russell Investments Group
United Kingdom
$3.57M -$648K -3,836 -16%
Nomura Asset Management
154
Nomura Asset Management
Japan
$3.49M
FAFTFSNP
155
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$3.46M +$3.29M +19,460 New
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$3.32M -$80.4K -476 -2%
SCM
157
SG Capital Management
Illinois
$3.29M +$3.13M +18,536 New
MW
158
Marcum Wealth
Ohio
$3.21M -$4.22K -25 -0.1%
DFCM
159
Dark Forest Capital Management
Puerto Rico
$3.2M -$556K -3,290 -15%
DnB Asset Management
160
DnB Asset Management
Norway
$3.14M +$62.8K +372 +2%
Truist Financial
161
Truist Financial
North Carolina
$3.05M -$4.4M -26,073 -60%
Rafferty Asset Management
162
Rafferty Asset Management
New York
$3.05M -$167K -986 -5%
GF
163
Gabelli Funds
New York
$2.8M
WT
164
Washington Trust
Rhode Island
$2.8M -$137K -809 -5%
TA
165
TrueWealth Advisors
Alabama
$2.7M
WA
166
Wasatch Advisors
Utah
$2.69M -$58.3K -345 -2%
BCIM
167
British Columbia Investment Management
British Columbia, Canada
$2.56M +$920K +5,444 +61%
X
168
Xponance
Pennsylvania
$2.52M +$175K +1,034 +8%
AssetMark Inc
169
AssetMark Inc
California
$2.5M +$292K +1,730 +14%
MS
170
Maven Securities
Jersey
$2.47M -$2.98M -17,616 -56%
SLAM
171
Swiss Life Asset Management
$2.45M +$331K +1,959 +17%
AI
172
Atria Investments
North Carolina
$2.45M -$31.6K -187 -1%
Canada Life
173
Canada Life
Manitoba, Canada
$2.4M +$31.6K +187 +1%
SFI
174
Susquehanna Fundamental Investments
Pennsylvania
$2.39M +$220K +1,300 +11%
URS
175
Utah Retirement Systems
Utah
$2.38M -$118K -700 -5%

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.