HEICO Corp
606 hedge funds and large institutions have $9.32B invested in HEICO Corp in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 206 increasing their positions, 182 reducing their positions, and 60 closing their positions.
50% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 60
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
28% more call options, than puts
Call options by funds: $61M | Put options by funds: $47.5M
13% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 182
4% more funds holding
Funds holding: 584 → 606 (+22)
2.71% more ownership
Funds ownership: 68.59% → 71.3% (+2.7%)
5% less capital invested
Capital invested by funds: $9.83B → $9.32B (-$514M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$249M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$162M |
| 3 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
+$120M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$70.7M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$288M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$92M |
| 3 |
Lazard Asset Management
New York
|
-$46.6M |
| 4 |
BlackRock
New York
|
-$41.4M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$25.6M |
HEI Hedge Fund Activity: Q4 2024 in Review
606 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q4 2024, worth a combined $9.32B — down 5.2% from $9.83B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new HEI positions and 60 closed out — a net gain of 30 holders — while 206 added to existing stakes and 182 trimmed.
The largest buyer was Capital World Investors, adding an estimated $249M. The largest seller was Capital International Investors, cutting an estimated $288M.
- 606 institutional investors held HEICO Corp (HEI) as of Q4 2024, up from 584 in Q3 2024.
- Funds reported $9.32B of HEICO Corp stock for Q4 2024, down 5.2% quarter-over-quarter.
- 90 funds opened new HEICO Corp positions in Q4 2024 and 60 closed out, a net change of +30 holders.
- The largest HEICO Corp buyer in Q4 2024 was Capital World Investors, an estimated $249M added.
- The largest HEICO Corp seller in Q4 2024 was Capital International Investors, an estimated $288M sold.
Based on aggregated 13F filings for Q4 2024.