HEICO Corp Class A
HEI.A
325 hedge funds and large institutions have $7.89B invested in HEICO Corp Class A in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 129 increasing their positions, 108 reducing their positions, and 32 closing their positions.
12,764% more call options, than puts
Call options by funds: $1.8M | Put options by funds: $14K
19% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 108
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.32% less ownership
Funds ownership: 82.43% → 82.11% (-0.32%)
5% less capital invested
Capital invested by funds: $8.3B → $7.89B (-$410M)
4% less funds holding
Funds holding: 340 → 325 (-15)
38% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$152M |
| 2 |
Morgan Stanley
New York
|
+$96.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.3M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$43.5M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$27.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$205M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$121M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$27.6M |
| 4 |
Goldman Sachs
New York
|
-$25.1M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$23.9M |
HEI.A Hedge Fund Activity: Q3 2021 in Review
325 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q3 2021, worth a combined $7.89B — down 4.9% from $8.3B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of HEI.A and 20 opened new positions — a net loss of 12 holders — while 108 trimmed existing stakes and 129 added.
The largest buyer was Macquarie Group, adding an estimated $152M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $205M sold.
- 325 institutional investors held HEICO Corp Class A (HEI.A) as of Q3 2021, down from 340 in Q2 2021.
- Funds reported $7.89B of HEICO Corp Class A stock for Q3 2021, down 4.9% quarter-over-quarter.
- 20 funds opened new HEICO Corp Class A positions in Q3 2021 and 32 closed out, a net change of -12 holders.
- The largest HEICO Corp Class A buyer in Q3 2021 was Macquarie Group, an estimated $152M added.
- The largest HEICO Corp Class A seller in Q3 2021 was Baillie Gifford & Co, an estimated $205M sold.
Based on aggregated 13F filings for Q3 2021.