HEI

Heico Corp

Latest period2024 - Q4Total superinvestors56

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 56 superinvestors own shares of Heico Corp (HEI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Heico Corp (HEI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Heico Corp (HEI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Heico Corp (HEI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Anne F. Farris@Wendell David Associates Inc
Recent Activity
Increased 1.29%
0.06%
$525,000
2,210 shares@ 237.56 avg price
Ashleigh Swayze@San Luis Wealth Advisors Llc
Recent Activity
0.09%
$427,000
1,798 shares@ 237.49 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 44.65%
0.03%
$318,096
1,338 shares@ 237.74 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -5.12%
0.01%
$265,992
1,129 shares@ 235.6 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
New Position
0.02%
$249,580
1,050 shares@ 237.7 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
New Position
0.03%
$239,404
1,007 shares@ 237.74 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
0.01%
$237,740
1,000 shares@ 237.74 avg price
Matthew Hargreaves@Leonard Rickey Investment Advisors P.l.l.c.
Recent Activity
Increased 1.08%
0.06%
$224,427
944 shares@ 237.75 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
0.01%
$219,434
923 shares@ 237.74 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -6.1%
0.01%
$219,136
922 shares@ 237.68 avg price