HEICO Corp Class A
HEI.A
432 hedge funds and large institutions have $11.6B invested in HEICO Corp Class A in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 139 reducing their positions, and 37 closing their positions.
105% more call options, than puts
Call options by funds: $4.33M | Put options by funds: $2.11M
21% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 139
16% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 37
13% more capital invested
Capital invested by funds: $10.3B → $11.6B (+$1.29B)
3.55% more ownership
Funds ownership: 86.37% → 89.91% (+3.5%)
1% more funds holding
Funds holding: 429 → 432 (+3)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$447M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$97.1M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$66.8M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$50.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$36.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$207M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$55.4M |
| 3 |
Morgan Stanley
New York
|
-$50.4M |
| 4 |
JP Morgan Chase
New York
|
-$29.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$24.7M |
HEI.A Hedge Fund Activity: Q1 2024 in Review
432 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2024, worth a combined $11.6B — up 13% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new HEI.A positions and 37 closed out — a net gain of 6 holders — while 168 added to existing stakes and 139 trimmed.
The largest buyer was Invesco, adding an estimated $447M. The largest seller was WCM Investment Management, exiting entirely with an estimated $207M sold.
- 432 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2024, up from 429 in Q4 2023.
- Funds reported $11.6B of HEICO Corp Class A stock for Q1 2024, up 13% quarter-over-quarter.
- 43 funds opened new HEICO Corp Class A positions in Q1 2024 and 37 closed out, a net change of +6 holders.
- The largest HEICO Corp Class A buyer in Q1 2024 was Invesco, an estimated $447M added.
- The largest HEICO Corp Class A seller in Q1 2024 was WCM Investment Management, an estimated $207M sold.
Based on aggregated 13F filings for Q1 2024.