HEICO Corp Class A
HEI.A
394 hedge funds and large institutions have $9.43B invested in HEICO Corp Class A in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 125 reducing their positions, and 27 closing their positions.
130% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 27
17% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 125
8% more funds holding
Funds holding: 365 → 394 (+29)
6% more capital invested
Capital invested by funds: $8.92B → $9.43B (+$513M)
1.07% more ownership
Funds ownership: 95.09% → 96.16% (+1.1%)
3% more call options, than puts
Call options by funds: $534K | Put options by funds: $517K
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$122M |
| 2 |
JFG
Jefferies Financial Group
New York
|
+$72M |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$43M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$21.1M |
| 5 |
WCM Investment Management
Laguna Beach,
California
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$101M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$45.8M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$28.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$14.6M |
| 5 |
GC
Gobi Capital
San Francisco,
California
|
-$13.2M |
HEI.A Hedge Fund Activity: Q4 2022 in Review
394 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2022, worth a combined $9.43B — up 5.8% from $8.92B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new HEI.A positions and 27 closed out — a net gain of 35 holders — while 146 added to existing stakes and 125 trimmed.
The largest buyer was Invesco, adding an estimated $122M. The largest seller was Vulcan Value Partners, cutting an estimated $101M.
- 394 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2022, up from 365 in Q3 2022.
- Funds reported $9.43B of HEICO Corp Class A stock for Q4 2022, up 5.8% quarter-over-quarter.
- 62 funds opened new HEICO Corp Class A positions in Q4 2022 and 27 closed out, a net change of +35 holders.
- The largest HEICO Corp Class A buyer in Q4 2022 was Invesco, an estimated $122M added.
- The largest HEICO Corp Class A seller in Q4 2022 was Vulcan Value Partners, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2022.