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

HEICO Corp Class A

500 hedge funds and large institutions have $13.8B invested in HEICO Corp Class A in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $1.8M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

0.44% more ownership

Funds ownership: 88.22%88.66% (+0.44%)

0% less funds holding

Funds holding: 501500 (-1)

8% less capital invested

Capital invested by funds: $15.1B → $13.8B (-$1.22B)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.59%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
64
Increased
158
Reduced
178
Closed
54
Calls
$5.29M
Puts
$1.8M
Net Calls
+$3.49M
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
201
William Blair & Company
Illinois
$1.68M -$1.01K -5 -0.1%
Corient Private Wealth
202
Corient Private Wealth
Florida
$1.56M -$80.8K -401 -5%
TI
203
Trexquant Investment
Connecticut
$1.55M +$49.8K +247 +3%
OAM
204
Oppenheimer Asset Management
New York
$1.53M -$211K -1,048 -11%
PP
205
PFS Partners
New Jersey
$1.5M -$990K -4,910 -38%
AAP
206
Arax Advisory Partners
Colorado
$1.5M -$1.81K -9 -0.1%
DILIC
207
Dai-ichi Life Insurance Company
Japan
$1.5M -$14.7K -73 -0.9%
N
208
Natixis
France
$1.49M +$92.7K +460 +6%
HF
209
HRT Financial
New York
$1.49M -$6.32M -31,341 -80%
Creative Planning
210
Creative Planning
Kansas
$1.48M +$184K +913 +13%
EP
211
Edgestream Partners
New Jersey
$1.48M +$642K +3,182 +67%
AS
212
Aware Super
Australia
$1.48M +$1.6M +7,928 New
Schroder Investment Management Group
213
Schroder Investment Management Group
United Kingdom
$1.47M +$1.49M +7,386 +1,483%
SLAM
214
Swiss Life Asset Management
$1.46M -$787K -3,905 -33%
FAF
215
Fjarde Ap-fonden
Sweden
$1.45M -$2.17M -10,761 -58%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$1.43M -$15.1K -75 -1%
AWS
217
Atria Wealth Solutions
New York
$1.41M -$2.02K -10 -0.1%
Charles Schwab
218
Charles Schwab
California
$1.41M +$273K +1,354 +22%
Bessemer Group
219
Bessemer Group
New Jersey
$1.4M +$2.62K +13 +0.2%
CIS
220
Capital International Sarl
California
$1.37M -$67.3K -334 -4%
II
221
IFM Investors
Australia
$1.36M -$155K -771 -10%
MML Investors Services
222
MML Investors Services
Massachusetts
$1.35M -$163K -806 -10%
GC
223
Gilbert & Cook
Iowa
$1.29M -$7.66K -38 -0.5%
Envestnet Portfolio Solutions
224
Envestnet Portfolio Solutions
Illinois
$1.26M -$176K -875 -11%
SMDAM
225
Sumitomo Mitsui DS Asset Management
Japan
$1.26M

HEI.A Hedge Fund Activity: Q4 2024 in Review

500 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2024, worth a combined $13.8B — down 8.1% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HEI.A positions and 54 closed out — a net gain of 10 holders — while 158 added to existing stakes and 178 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $62.2M. The largest seller was Investment Management Corp of Ontario (IMCO), exiting entirely with an estimated $88.4M sold.

  • 500 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2024, down from 501 in Q3 2024.
  • Funds reported $13.8B of HEICO Corp Class A stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 64 funds opened new HEICO Corp Class A positions in Q4 2024 and 54 closed out, a net change of +10 holders.
  • The largest HEICO Corp Class A buyer in Q4 2024 was Capital World Investors, an estimated $62.2M added.
  • The largest HEICO Corp Class A seller in Q4 2024 was Investment Management Corp of Ontario (IMCO), an estimated $88.4M sold.

Based on aggregated 13F filings for Q4 2024.