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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
Principal Financial Group
1
Principal Financial Group
Iowa
$1.9B -$27M -160,037 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.45B +$26.4M +156,053 +2%
Invesco
3
Invesco
Georgia
$1.06B -$12.8M -75,783 -1%
BlackRock
4
BlackRock
New York
$980M -$3.36M -19,893 -0.4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$889M -$30.8M -182,577 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$313M +$37.3M +220,794 +14%
State Street
7
State Street
Massachusetts
$298M -$6.29M -37,256 -2%
DDC
8
DF Dent & Co
Maryland
$258M -$2.69M -15,897 -1%
Norges Bank
9
Norges Bank
Norway
$225M +$1.89M +11,208 +0.9%
A
10
AustralianSuper
Australia
$225M +$204K +1,207 +0.1%
Bank of America
11
Bank of America
North Carolina
$222M +$5.02M +29,694 +2%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$215M +$13.3M +78,976 +7%
FAM
13
Fred Alger Management
New York
$211M +$4.44M +26,270 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$206M +$8.56M +50,639 +5%
Macquarie Group
15
Macquarie Group
Australia
$206M -$20.4M -120,525 -9%
Capital International Investors
16
Capital International Investors
California
$188M +$11.4M +67,462 +7%
Berkshire Hathaway
17
Berkshire Hathaway
Nebraska
$185M +$176M +1,044,242 New
State of Wisconsin Investment Board
18
State of Wisconsin Investment Board
Wisconsin
$173M -$8.66M -51,279 -5%
PC
19
Port Capital
Illinois
$170M +$2.65M +15,683 +2%
VVP
20
Vulcan Value Partners
Alabama
$130M -$16.5M -97,746 -12%
GC
21
Giverny Capital
Quebec, Canada
$128M +$794K +4,702 +0.7%
GC
22
Gobi Capital
California
$117M +$7.57M +44,795 +7%
SIMG
23
Stephens Investment Management Group
Texas
$101M -$1.24M -7,316 -1%
RJA
24
Raymond James & Associates
Florida
$95.1M +$718K +4,252 +0.8%
SCM
25
Snyder Capital Management
California
$92.6M -$6.9M -40,844 -7%

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.