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HEICO Corp
HEI

584 hedge funds and large institutions have $9.83B invested in HEICO Corp in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 174 increasing their positions, 207 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 41

54% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $35.8M

13% more capital invested

Capital invested by funds: $8.69B → $9.83B (+$1.15B)

6% more funds holding

Funds holding: 549 → 584 (+35)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

2.33% less ownership

Funds ownership: 70.91% → 68.59% (-2.3%)

16% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 207

Holders
584
Holders Change
+35
Holders Change %
+6.38%
% of All Funds
8.39%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
81
Increased
174
Reduced
207
Closed
41
Calls
$55.2M
Puts
$35.8M
Net Calls
+$19.5M
Net Calls Change
+$14.9M

Top Buyers

1
N
Nuveen
North Carolina
+$132M
2
Capital World Investors
Capital World Investors
California
+$46.5M
3
First Trust Advisors
First Trust Advisors
Illinois
+$29.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.9M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$15M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$158M
2
BlackRock
BlackRock
New York
-$64.9M
3
Lazard Asset Management
Lazard Asset Management
New York
-$57.6M
4
American Century Companies
American Century Companies
Missouri
-$57.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$70.6M -$9.07M -37,509 -12%
Northern Trust
27
Northern Trust
Illinois
$69.9M -$4.84M -19,992 -7%
Jennison Associates
28
Jennison Associates
New York
$65.9M -$7.11M -29,409 -10%
Goldman Sachs
29
Goldman Sachs
New York
$62.6M -$5.79M -23,949 -9%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$61.7M +$1.19M +4,929 +2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$59.6M -$4.37M -18,046 -7%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$58.9M +$16.9M +70,037 +45%
UBS Group
33
UBS Group
Switzerland
$57.5M +$1.35M +5,589 +3%
JP Morgan Chase
34
JP Morgan Chase
New York
$56.9M +$7.53M +31,122 +17%
SO
35
STRS Ohio
Ohio
$53.9M -$370K -1,528 -0.7%
TG
36
TCW Group
California
$49.5M -$2.63M -10,883 -5%
First Trust Advisors
37
First Trust Advisors
Illinois
$49.4M +$29.2M +120,844 +177%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$46.1M +$526K +2,174 +1%
DCM
39
Driehaus Capital Management
Illinois
$45.3M -$5.03M -20,777 -11%
William Blair & Company
40
William Blair & Company
Illinois
$44.5M -$494K -2,042 -1%
Legal & General Group
41
Legal & General Group
United Kingdom
$43.4M +$518K +2,142 +1%
BAMCO Inc
42
BAMCO Inc
New York
$42.5M – – –
Amundi
43
Amundi
France
$40.6M -$1.33M -5,511 -3%
CGPCS
44
Capital Group Private Client Services
California
$40M -$1.02M -4,222 -3%
MVIP
45
Mar Vista Investment Partners
California
$37.6M -$13.4M -55,316 -28%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$37.4M -$1.01M -4,159 -3%
NC
47
NZS Capital
Colorado
$36.8M +$933K +3,855 +3%
TAM
48
Telemark Asset Management
Massachusetts
$36.6M – – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$36.1M +$3.74M +15,450 +13%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$35.3M -$2.9K -12 -0%
1
2
3 4 5

HEI Hedge Fund Activity: Q3 2024 in Review

584 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2024, worth a combined $9.83B — up 13% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HEI positions and 41 closed out — a net gain of 40 holders — while 174 added to existing stakes and 207 trimmed.

The largest buyer was Nuveen, adding an estimated $132M. The largest seller was Capital International Investors, cutting an estimated $158M.

  • 584 institutional investors held HEICO Corp (HEI) as of Q3 2024, up from 549 in Q2 2024.
  • Funds reported $9.83B of HEICO Corp stock for Q3 2024, up 13% quarter-over-quarter.
  • 81 funds opened new HEICO Corp positions in Q3 2024 and 41 closed out, a net change of +40 holders.
  • The largest HEICO Corp buyer in Q3 2024 was Nuveen, an estimated $132M added.
  • The largest HEICO Corp seller in Q3 2024 was Capital International Investors, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2024.