HEICO Corp Class A
HEI.A
325 hedge funds and large institutions have $7.61B invested in HEICO Corp Class A in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 132 increasing their positions, 108 reducing their positions, and 32 closing their positions.
220% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $314K
22% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 108
0.05% more ownership
Funds ownership: 82.61% → 82.67% (+0.05%)
3% less capital invested
Capital invested by funds: $7.86B → $7.61B (-$245M)
4% less funds holding
Funds holding: 339 → 325 (-14)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
38% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$118M |
| 2 |
FAM
Fred Alger Management
New York
|
+$78.1M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$37.1M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$26.1M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$123M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$35.8M |
| 3 |
Morgan Stanley
New York
|
-$31.4M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$31.1M |
| 5 |
Select Equity Group
New York
|
-$28.3M |
HEI.A Hedge Fund Activity: Q1 2021 in Review
325 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2021, worth a combined $7.61B — down 3.1% from $7.86B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of HEI.A and 20 opened new positions — a net loss of 12 holders — while 108 trimmed existing stakes and 132 added.
The largest buyer was Vulcan Value Partners, adding an estimated $118M. The largest seller was Wellington Management Group, exiting entirely with an estimated $123M sold.
- 325 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2021, down from 339 in Q4 2020.
- Funds reported $7.61B of HEICO Corp Class A stock for Q1 2021, down 3.1% quarter-over-quarter.
- 20 funds opened new HEICO Corp Class A positions in Q1 2021 and 32 closed out, a net change of -12 holders.
- The largest HEICO Corp Class A buyer in Q1 2021 was Vulcan Value Partners, an estimated $118M added.
- The largest HEICO Corp Class A seller in Q1 2021 was Wellington Management Group, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2021.