HEICO Corp Class A
HEI.A
361 hedge funds and large institutions have $8.61B invested in HEICO Corp Class A in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 147 increasing their positions, 116 reducing their positions, and 39 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 116
9.24% more ownership
Funds ownership: 91.13% → 100.38% (+9.2%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
2% less funds holding
Funds holding: 370 → 361 (-9)
9% less capital invested
Capital invested by funds: $9.42B → $8.61B (-$808M)
10% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$966M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$67.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$53.5M |
| 4 |
JG
Jefferies Group
New York
|
+$19.2M |
| 5 |
JP Morgan Chase
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$104M |
| 2 |
GC
Gobi Capital
San Francisco,
California
|
-$65.5M |
| 3 |
Jane Street
New York
|
-$54.9M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
-$33.3M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$21.2M |
HEI.A Hedge Fund Activity: Q2 2022 in Review
361 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2022, worth a combined $8.61B — down 8.6% from $9.42B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of HEI.A and 35 opened new positions — a net loss of 4 holders — while 116 trimmed existing stakes and 147 added.
The largest buyer was Invesco, adding an estimated $966M. The largest seller was Vulcan Value Partners, cutting an estimated $104M.
- 361 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2022, down from 370 in Q1 2022.
- Funds reported $8.61B of HEICO Corp Class A stock for Q2 2022, down 8.6% quarter-over-quarter.
- 35 funds opened new HEICO Corp Class A positions in Q2 2022 and 39 closed out, a net change of -4 holders.
- The largest HEICO Corp Class A buyer in Q2 2022 was Invesco, an estimated $966M added.
- The largest HEICO Corp Class A seller in Q2 2022 was Vulcan Value Partners, an estimated $104M sold.
Based on aggregated 13F filings for Q2 2022.