HEICO Corp Class A
HEI.A
362 hedge funds and large institutions have $8.6B invested in HEICO Corp Class A in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 135 increasing their positions, 106 reducing their positions, and 18 closing their positions.
217% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 18
92% more call options, than puts
Call options by funds: $608K | Put options by funds: $317K
27% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 106
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
11% more funds holding
Funds holding: 325 → 362 (+37)
9% more capital invested
Capital invested by funds: $7.89B → $8.6B (+$713M)
0.29% more ownership
Funds ownership: 82.11% → 82.39% (+0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$131M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.2M |
| 3 |
IMCOOI
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
+$49.9M |
| 4 |
BlackRock
New York
|
+$17.3M |
| 5 |
FAM
Fred Alger Management
New York
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$141M |
| 2 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$103M |
| 3 |
PC
Port Capital
Chicago,
Illinois
|
-$52.4M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$16.5M |
| 5 |
Renaissance Technologies
New York
|
-$11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Vontobel Holding
Zurich,
Switzerland
| – | -$123K | -1,031 | Closed |
|
|
ZB
377
Zions Bancorporation
Salt Lake City,
Utah
| – | -$24K | -200 | Closed |
|
|
GPA
378
Guidance Point Advisors
Wellesley,
Massachusetts
| – | -$16K | -139 | Closed |
|
|
LWM
379
Liberty Wealth Management
Oakland,
California
| – | -$5K | -38 | Closed |
|
|
HI
380
Hudock Inc
Williamsport,
Pennsylvania
| – | -$2K | -25 | Closed |
|
HEI.A Hedge Fund Activity: Q4 2021 in Review
362 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2021, worth a combined $8.6B — up 9% from $7.89B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new HEI.A positions and 18 closed out — a net gain of 39 holders — while 135 added to existing stakes and 106 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $141M.
- 362 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2021, up from 325 in Q3 2021.
- Funds reported $8.6B of HEICO Corp Class A stock for Q4 2021, up 9% quarter-over-quarter.
- 57 funds opened new HEICO Corp Class A positions in Q4 2021 and 18 closed out, a net change of +39 holders.
- The largest HEICO Corp Class A buyer in Q4 2021 was Principal Financial Group, an estimated $131M added.
- The largest HEICO Corp Class A seller in Q4 2021 was Morgan Stanley, an estimated $141M sold.
Based on aggregated 13F filings for Q4 2021.