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HEICO Corp Class A

369 hedge funds and large institutions have $9.25B invested in HEICO Corp Class A in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 133 increasing their positions, 117 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,147% more call options, than puts

Call options by funds: $8.09M | Put options by funds: $249K

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

14% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 117

8.76% more ownership

Funds ownership: 82.39%91.15% (+8.8%)

8% more capital invested

Capital invested by funds: $8.6B → $9.25B (+$647M)

2% more funds holding

Funds holding: 362369 (+7)

Holders
369
Holders Change
+7
Holders Change %
+1.93%
% of All Funds
5.82%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
55
Increased
133
Reduced
117
Closed
43
Calls
$8.09M
Puts
$249K
Net Calls
+$7.84M
Net Calls Change
+$7.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$953M +$10.6M +87,195 +1%
Invesco
2
Invesco
Georgia
$922M +$873M +7,207,167 +11,819%
Principal Financial Group
3
Principal Financial Group
Iowa
$830M +$199M +1,646,465 +34%
BlackRock
4
BlackRock
New York
$752M +$179M +1,476,983 +33%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$629M -$22.8M -188,416 -4%
VVP
6
Vulcan Value Partners
Alabama
$492M -$49.2M -406,394 -9%
WCM Investment Management
7
WCM Investment Management
California
$312M +$5.07M +41,836 +2%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$280M -$13.9M -114,473 -5%
DDC
9
DF Dent & Co
Maryland
$227M +$7.98M +65,907 +4%
State Street
10
State Street
Massachusetts
$217M +$5.32M +43,912 +3%
Norges Bank
11
Norges Bank
Norway
$143M +$51.5M +425,474 +61%
FAM
12
Fred Alger Management
New York
$132M -$52M -429,830 -29%
JP Morgan Chase
13
JP Morgan Chase
New York
$128M +$8.15M +67,300 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$115M +$3.3M +27,273 +3%
GC
15
Gobi Capital
California
$115M -$2.66M -21,949 -2%
PC
16
Port Capital
Illinois
$114M -$3.43M -28,293 -3%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$109M -$4.1M -33,868 -4%
GC
18
Giverny Capital
Quebec, Canada
$97M +$1.64M +13,531 +2%
Northern Trust
19
Northern Trust
Illinois
$78.8M -$5.98M -49,410 -7%
SCM
20
Snyder Capital Management
California
$77.8M -$1.94M -16,035 -3%
Bank of America
21
Bank of America
North Carolina
$77M +$25.7M +212,388 +54%
Ensign Peak Advisors
22
Ensign Peak Advisors
Utah
$73.3M -$10.7M -88,077 -13%
SIMG
23
Stephens Investment Management Group
Texas
$71.5M +$885K +7,312 +1%
Capital International Investors
24
Capital International Investors
California
$67M -$63.6M -525,144 -50%
QCMNJ
25
Quantum Capital Management (New Jersey)
New Jersey
$66.6M -$2.95M -24,353 -4%

HEI.A Hedge Fund Activity: Q1 2022 in Review

369 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2022, worth a combined $9.25B — up 7.5% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HEI.A positions and 43 closed out — a net gain of 12 holders — while 133 added to existing stakes and 117 trimmed.

The largest buyer was Invesco, adding an estimated $873M. The largest seller was Morgan Stanley, cutting an estimated $477M.

  • 369 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2022, up from 362 in Q4 2021.
  • Funds reported $9.25B of HEICO Corp Class A stock for Q1 2022, up 7.5% quarter-over-quarter.
  • 55 funds opened new HEICO Corp Class A positions in Q1 2022 and 43 closed out, a net change of +12 holders.
  • The largest HEICO Corp Class A buyer in Q1 2022 was Invesco, an estimated $873M added.
  • The largest HEICO Corp Class A seller in Q1 2022 was Morgan Stanley, an estimated $477M sold.

Based on aggregated 13F filings for Q1 2022.