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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
CIS
201
Capital International Sarl
California
$1.66M -$116K -686 -7%
FAF
202
Första AP-fonden
Sweden
$1.65M -$2.45M -14,500 -61%
Corient Private Wealth
203
Corient Private Wealth
Florida
$1.64M +$231K +1,370 +17%
AAP
204
Arax Advisory Partners
Colorado
$1.63M +$108K +639 +7%
OAM
205
Oppenheimer Asset Management
New York
$1.57M +$121K +716 +9%
NAM
206
Nissay Asset Management
Japan
$1.57M +$37K +219 +3%
DekaBank Deutsche Girozentrale
207
DekaBank Deutsche Girozentrale
Germany
$1.57M -$220K -1,302 -13%
BFG
208
Bleakley Financial Group
New Jersey
$1.52M +$67.7K +401 +5%
SW
209
Simplicity Wealth
New Jersey
$1.52M +$67.7K +401 +5%
Aviva
210
Aviva
United Kingdom
$1.49M +$326K +1,931 +30%
DILIC
211
Dai-ichi Life Insurance Company
Japan
$1.47M -$28K -166 -2%
MML Investors Services
212
MML Investors Services
Massachusetts
$1.44M -$161K -950 -10%
II
213
IFM Investors
Australia
$1.43M -$101K -596 -7%
Cetera Investment Advisers
214
Cetera Investment Advisers
Illinois
$1.42M -$2.7K -16 -0.2%
N
215
Natixis
France
$1.4M +$676 +4 +0.1%
Bessemer Group
216
Bessemer Group
New Jersey
$1.39M -$196K -1,162 -13%
AWS
217
Atria Wealth Solutions
New York
$1.35M
LSC
218
Logan Stone Capital
Illinois
$1.34M +$1.28M +7,572 New
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$1.34M +$28.7K +170 +2%
SA
220
Strategic Advisors
New York
$1.34M -$28.2K -167 -2%
APG Asset Management
221
APG Asset Management
Netherlands
$1.32M +$676K +4,000 +100%
Toronto Dominion Bank
222
Toronto Dominion Bank
Ontario, Canada
$1.28M -$74.8K -443 -6%
GC
223
Gilbert & Cook
Iowa
$1.28M -$202K -1,194 -14%
BMSSC
224
B. Metzler seel. Sohn & Co
Germany
$1.27M +$17.2K +102 +1%
SIA
225
Soltis Investment Advisors
Utah
$1.24M +$1.18M +6,991 New

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.