HEICO Corp Class A
HEI.A
395 hedge funds and large institutions have $9.95B invested in HEICO Corp Class A in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 163 reducing their positions, and 31 closing their positions.
168% more call options, than puts
Call options by funds: $610K | Put options by funds: $228K
23% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 31
5% more capital invested
Capital invested by funds: $9.43B → $9.95B (+$519M)
0% more funds holding
Funds holding: 394 → 395 (+1)
7.08% less ownership
Funds ownership: 96.16% → 89.08% (-7.1%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
28% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 163
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$85.9M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$48.8M |
| 3 |
GC
Gobi Capital
San Francisco,
California
|
+$34.9M |
| 4 |
AC
Aristeia Capital
Greenwich,
Connecticut
|
+$30.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$764M |
| 2 |
JFG
Jefferies Financial Group
New York
|
-$55.8M |
| 3 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$47.1M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$46.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$22.8M |
HEI.A Hedge Fund Activity: Q1 2023 in Review
395 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2023, worth a combined $9.95B — up 5.5% from $9.43B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new HEI.A positions and 31 closed out — a net gain of 7 holders — while 118 added to existing stakes and 163 trimmed.
The largest buyer was Barclays, adding an estimated $85.9M. The largest seller was Invesco, cutting an estimated $764M.
- 395 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2023, up from 394 in Q4 2022.
- Funds reported $9.95B of HEICO Corp Class A stock for Q1 2023, up 5.5% quarter-over-quarter.
- 38 funds opened new HEICO Corp Class A positions in Q1 2023 and 31 closed out, a net change of +7 holders.
- The largest HEICO Corp Class A buyer in Q1 2023 was Barclays, an estimated $85.9M added.
- The largest HEICO Corp Class A seller in Q1 2023 was Invesco, an estimated $764M sold.
Based on aggregated 13F filings for Q1 2023.