HEICO Corp Class A
HEI.A
365 hedge funds and large institutions have $8.92B invested in HEICO Corp Class A in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 137 increasing their positions, 129 reducing their positions, and 34 closing their positions.
18% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 34
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
12% more call options, than puts
Call options by funds: $387K | Put options by funds: $345K
1% more funds holding
Funds holding: 360 → 365 (+5)
6% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 129
4% more capital invested
Capital invested by funds: $8.61B → $8.92B (+$306M)
5.29% less ownership
Funds ownership: 100.38% → 95.09% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$60.1M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$50.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.9M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
+$32.3M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$590M |
| 2 |
BlackRock
New York
|
-$98.5M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$90.4M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$30.2M |
| 5 |
FAM
Fred Alger Management
New York
|
-$24.9M |
HEI.A Hedge Fund Activity: Q3 2022 in Review
365 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q3 2022, worth a combined $8.92B — up 3.5% from $8.61B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new HEI.A positions and 34 closed out — a net gain of 6 holders — while 137 added to existing stakes and 129 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $60.1M. The largest seller was Invesco, cutting an estimated $590M.
- 365 institutional investors held HEICO Corp Class A (HEI.A) as of Q3 2022, up from 360 in Q2 2022.
- Funds reported $8.92B of HEICO Corp Class A stock for Q3 2022, up 3.5% quarter-over-quarter.
- 40 funds opened new HEICO Corp Class A positions in Q3 2022 and 34 closed out, a net change of +6 holders.
- The largest HEICO Corp Class A buyer in Q3 2022 was Victory Capital Management, an estimated $60.1M added.
- The largest HEICO Corp Class A seller in Q3 2022 was Invesco, an estimated $590M sold.
Based on aggregated 13F filings for Q3 2022.