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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
394
Holders Change
+29
Holders Change %
+7.95%
% of All Funds
6.33%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
62
Increased
146
Reduced
125
Closed
27
Calls
$534K
Puts
$517K
Net Calls
+$17K
Net Calls Change
-$25K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$122M
2
JFG
Jefferies Financial Group
New York
+$72M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$43M
4
Bank of America
Bank of America
North Carolina
+$21.1M
5
WCM Investment Management
WCM Investment Management
California
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
VVP
Vulcan Value Partners
Alabama
-$101M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28.1M
4
Deutsche Bank
Deutsche Bank
Germany
-$14.6M
5
GC
Gobi Capital
California
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
151
Dividend Assets Capital
South Carolina
$2.5M -$114K -935 -4%
ASRS
152
Arizona State Retirement System
Arizona
$2.49M +$75.9K +622 +3%
Westfield Capital Management
153
Westfield Capital Management
Massachusetts
$2.41M – – –
AAM
154
Azzad Asset Management
Virginia
$2.39M -$3.6M -29,534 -60%
SIM
155
Sandia Investment Management
Massachusetts
$2.37M – – –
BOSSRA
156
B.O.S.S. Retirement Advisors
Utah
$2.32M +$2.36M +19,316 New
MTCM
157
Mint Tower Capital Management
Netherlands
$2.27M +$305K +2,500 +15%
LPL Financial
158
LPL Financial
California
$2.25M -$240K -1,970 -9%
SIAG
159
Safeguard Investment Advisory Group
California
$2.18M +$2.22M +18,175 New
MW
160
Marcum Wealth
Ohio
$2.17M – – –
Allianz Asset Management
161
Allianz Asset Management
Germany
$2.11M +$470K +3,851 +28%
Nomura Asset Management
162
Nomura Asset Management
Japan
$1.98M – – –
PI
163
PineBridge Investments
New York
$1.95M +$1.99M +16,275 New
BTWM
164
Baker Tilly Wealth Management
Wisconsin
$1.91M +$405K +3,322 +26%
TA
165
TrueWealth Advisors
Alabama
$1.82M – – –
Comerica Bank
166
Comerica Bank
Texas
$1.79M +$534K +4,378 +47%
DnB Asset Management
167
DnB Asset Management
Norway
$1.79M -$20.7K -170 -1%
URS
168
Utah Retirement Systems
Utah
$1.69M – – –
GIBU
169
Gulf International Bank (UK)
United Kingdom
$1.65M – – –
William Blair & Company
170
William Blair & Company
Illinois
$1.63M +$5K +41 +0.3%
Canada Life
171
Canada Life
Manitoba, Canada
$1.46M -$376K -3,081 -20%
SCM
172
Segantii Capital Management
Hong Kong
$1.44M -$1.59M -13,000 -52%
PFM
173
Privium Fund Management
Netherlands
$1.42M +$1.45M +11,865 New
SOADOR
174
State of Alaska Department of Revenue
Alaska
$1.42M +$1.16M +9,491 +407%
CRC
175
Curi RMB Capital
Illinois
$1.41M – – –
5 6
7
8 9

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.