HEICO Corp
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$132M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$46.5M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$29.2M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$16.9M |
| 5 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$158M |
| 2 |
BlackRock
New York
|
-$64.9M |
| 3 |
Lazard Asset Management
New York
|
-$57.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$57.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$53M |
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.