HEICO Corp Class A
HEI.A
398 hedge funds and large institutions have $9.32B invested in HEICO Corp Class A in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 133 reducing their positions, and 26 closing their positions.
37% more call options, than puts
Call options by funds: $2.49M | Put options by funds: $1.82M
35% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 26
2% more funds holding
Funds holding: 391 → 398 (+7)
8% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 133
0.01% less ownership
Funds ownership: 86.36% → 86.34% (-0.01%)
7% less capital invested
Capital invested by funds: $10B → $9.32B (-$683M)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
A
AustralianSuper
Melbourne,
Australia
|
+$115M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$86.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$50.2M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$34.7M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$36.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.9M |
| 3 |
JFG
Jefferies Financial Group
New York
|
-$26.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$25.4M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$24.7M |
HEI.A Hedge Fund Activity: Q3 2023 in Review
398 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q3 2023, worth a combined $9.32B — down 6.8% from $10B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HEI.A positions and 26 closed out — a net gain of 9 holders — while 144 added to existing stakes and 133 trimmed.
The largest buyer was AustralianSuper, opening a new position worth an estimated $115M. The largest seller was Charles Schwab, cutting an estimated $36.3M.
- 398 institutional investors held HEICO Corp Class A (HEI.A) as of Q3 2023, up from 391 in Q2 2023.
- Funds reported $9.32B of HEICO Corp Class A stock for Q3 2023, down 6.8% quarter-over-quarter.
- 35 funds opened new HEICO Corp Class A positions in Q3 2023 and 26 closed out, a net change of +9 holders.
- The largest HEICO Corp Class A buyer in Q3 2023 was AustralianSuper, an estimated $115M added.
- The largest HEICO Corp Class A seller in Q3 2023 was Charles Schwab, an estimated $36.3M sold.
Based on aggregated 13F filings for Q3 2023.