HEICO Corp Class A
HEI.A
429 hedge funds and large institutions have $10.3B invested in HEICO Corp Class A in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 143 reducing their positions, and 28 closing their positions.
198% more call options, than puts
Call options by funds: $3.4M | Put options by funds: $1.14M
129% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 28
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
10% more capital invested
Capital invested by funds: $9.32B → $10.3B (+$962M)
8% more funds holding
Funds holding: 398 → 429 (+31)
1% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 143
0.02% more ownership
Funds ownership: 86.34% → 86.37% (+0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$103M |
| 2 |
A
AustralianSuper
Melbourne,
Australia
|
+$43.8M |
| 3 |
FAM
Fred Alger Management
New York
|
+$39.1M |
| 4 |
Morgan Stanley
New York
|
+$36.4M |
| 5 |
JP Morgan Chase
New York
|
+$29.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$136M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$54.9M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$35.6M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
-$28.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$17.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RTC
451
Riverview Trust Company
Vancouver,
Washington
| – | -$13.6K | -105 | Closed |
|
|
PTC
452
Private Trust Company
Cleveland,
Ohio
| – | -$9.18K | -71 | Closed |
|
|
SCA
453
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$5.43K | -42 | Closed |
|
454
EARNEST Partners
Atlanta,
Georgia
| – | -$5.04K | -39 | Closed |
|
455
AssetMark Inc
Concord,
California
| – | -$2.33K | -18 | Closed |
|
|
CA
456
Centerpoint Advisors
Needham,
Massachusetts
| – | -$1K | -9 | Closed |
|
HEI.A Hedge Fund Activity: Q4 2023 in Review
429 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2023, worth a combined $10.3B — up 10% from $9.32B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new HEI.A positions and 28 closed out — a net gain of 36 holders — while 144 added to existing stakes and 143 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $103M. The largest seller was WCM Investment Management, cutting an estimated $136M.
- 429 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2023, up from 398 in Q3 2023.
- Funds reported $10.3B of HEICO Corp Class A stock for Q4 2023, up 10% quarter-over-quarter.
- 64 funds opened new HEICO Corp Class A positions in Q4 2023 and 28 closed out, a net change of +36 holders.
- The largest HEICO Corp Class A buyer in Q4 2023 was Principal Financial Group, an estimated $103M added.
- The largest HEICO Corp Class A seller in Q4 2023 was WCM Investment Management, an estimated $136M sold.
Based on aggregated 13F filings for Q4 2023.