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

HEICO Corp Class A

501 hedge funds and large institutions have $15.1B invested in HEICO Corp Class A in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 171 increasing their positions, 169 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $1.38M

255% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 20

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

13% more capital invested

Capital invested by funds: $13.3B → $15.1B (+$1.78B)

10% more funds holding

Funds holding: 454501 (+47)

1% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 169

1.14% less ownership

Funds ownership: 89.36%88.22% (-1.1%)

Holders
501
Holders Change
+47
Holders Change %
+10.35%
% of All Funds
7.19%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.33%
New
71
Increased
171
Reduced
169
Closed
20
Calls
$5.67M
Puts
$1.38M
Net Calls
+$4.29M
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$2.16B -$17.8M -93,768 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.66B +$1.65M +8,728 +0.1%
Invesco
3
Invesco
Georgia
$1.18B -$33.4M -176,020 -3%
BlackRock
4
BlackRock
New York
$1.11B -$12.1M -63,717 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.03B +$6.14M +32,391 +0.6%
State Street
6
State Street
Massachusetts
$343M +$177K +934 +0.1%
JP Morgan Chase
7
JP Morgan Chase
New York
$335M -$21.7M -114,670 -7%
Norges Bank
8
Norges Bank
Norway
$277M +$17.4M +91,866 +7%
DDC
9
DF Dent & Co
Maryland
$266M -$28.4M -149,820 -10%
Bank of America
10
Bank of America
North Carolina
$254M -$407K -2,148 -0.2%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$253M +$5.97M +31,510 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$245M +$7.66M +40,428 +3%
A
13
AustralianSuper
Australia
$234M -$22.3M -117,474 -9%
State of Wisconsin Investment Board
14
State of Wisconsin Investment Board
Wisconsin
$227M +$26.1M +137,651 +14%
Berkshire Hathaway
15
Berkshire Hathaway
Nebraska
$214M +$1.03M +5,445 +0.5%
FAM
16
Fred Alger Management
New York
$205M -$34.3M -180,991 -15%
Macquarie Group
17
Macquarie Group
Australia
$198M -$36M -189,715 -16%
PC
18
Port Capital
Illinois
$196M +$567K +2,993 +0.3%
Capital International Investors
19
Capital International Investors
California
$169M -$43.5M -229,425 -22%
GC
20
Giverny Capital
Quebec, Canada
$149M +$1.76M +9,296 +1%
GC
21
Gobi Capital
California
$134M
VVP
22
Vulcan Value Partners
Alabama
$114M -$32.9M -173,800 -24%
SIMG
23
Stephens Investment Management Group
Texas
$111M -$3.92M -20,677 -4%
RJA
24
Raymond James & Associates
Florida
$110M +$1.02M +5,384 +1%
SCM
25
Snyder Capital Management
California
$106M -$256K -1,349 -0.3%

HEI.A Hedge Fund Activity: Q3 2024 in Review

501 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q3 2024, worth a combined $15.1B — up 13% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HEI.A positions and 20 closed out — a net gain of 51 holders — while 171 added to existing stakes and 169 trimmed.

The largest buyer was Highbridge Capital Management, adding an estimated $41.9M. The largest seller was Barclays, cutting an estimated $54.3M.

  • 501 institutional investors held HEICO Corp Class A (HEI.A) as of Q3 2024, up from 454 in Q2 2024.
  • Funds reported $15.1B of HEICO Corp Class A stock for Q3 2024, up 13% quarter-over-quarter.
  • 71 funds opened new HEICO Corp Class A positions in Q3 2024 and 20 closed out, a net change of +51 holders.
  • The largest HEICO Corp Class A buyer in Q3 2024 was Highbridge Capital Management, an estimated $41.9M added.
  • The largest HEICO Corp Class A seller in Q3 2024 was Barclays, an estimated $54.3M sold.

Based on aggregated 13F filings for Q3 2024.