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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
Principal Financial Group
1
Principal Financial Group
Iowa
$1.95B -$20.8M -103,086 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.52B -$2.77M -13,761 -0.2%
BlackRock
3
BlackRock
New York
$1.07B +$61.9M +307,193 +6%
Invesco
4
Invesco
Georgia
$1.04B -$41.7M -206,819 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$914M -$26.4M -130,712 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$313M +$7.72M +38,282 +2%
State Street
7
State Street
Massachusetts
$313M +$400K +1,984 +0.1%
Norges Bank
8
Norges Bank
Norway
$254M +$973K +4,824 +0.4%
LPPI
9
Local Pensions Partnership Investment
United Kingdom
$240M +$260M +1,287,305 New
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$237M +$6.95M +34,495 +3%
Bank of America
11
Bank of America
North Carolina
$233M +$1.11M +5,510 +0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$230M +$7.01M +34,793 +3%
DDC
13
DF Dent & Co
Maryland
$230M -$14.1M -69,873 -5%
State of Wisconsin Investment Board
14
State of Wisconsin Investment Board
Wisconsin
$205M -$2.63M -13,058 -1%
Berkshire Hathaway
15
Berkshire Hathaway
Nebraska
$195M
FAM
16
Fred Alger Management
New York
$174M -$14.8M -73,309 -7%
Macquarie Group
17
Macquarie Group
Australia
$165M -$16.4M -81,208 -8%
PC
18
Port Capital
Illinois
$165M -$15.1M -75,069 -8%
A
19
AustralianSuper
Australia
$164M -$53.4M -265,048 -23%
GC
20
Giverny Capital
Quebec, Canada
$138M +$1.75M +8,662 +1%
GC
21
Gobi Capital
California
$121M -$1.51M -7,500 -1%
Raymond James Financial
22
Raymond James Financial
Florida
$105M +$114M +564,001 New
AC
23
Aristeia Capital
Connecticut
$101M +$8.87M +43,995 +9%
SIMG
24
Stephens Investment Management Group
Texas
$101M -$1.15M -5,710 -1%
MC
25
Maren Capital
Illinois
$97.7M +$9.02M +44,743 +9%

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.