HEICO Corp Class A
HEI.A
391 hedge funds and large institutions have $10B invested in HEICO Corp Class A in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 152 reducing their positions, and 36 closing their positions.
292% more call options, than puts
Call options by funds: $4.88M | Put options by funds: $1.24M
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
0% more capital invested
Capital invested by funds: $9.95B → $10B (+$46.2M)
8% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 36
1% less funds holding
Funds holding: 395 → 391 (-4)
2.72% less ownership
Funds ownership: 89.08% → 86.36% (-2.7%)
24% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$138M |
| 2 |
JP Morgan Chase
New York
|
+$48.4M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$26.3M |
| 4 |
NC
Nekton Capital
London,
United Kingdom
|
+$21.6M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$318M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$164M |
| 3 |
Amundi
Paris,
France
|
-$23.6M |
| 4 |
AC
Aristeia Capital
Greenwich,
Connecticut
|
-$20.2M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$11.5M |
HEI.A Hedge Fund Activity: Q2 2023 in Review
391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2023, worth a combined $10B — up 0.46% from $9.95B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of HEI.A and 33 opened new positions — a net loss of 3 holders — while 152 trimmed existing stakes and 116 added.
The largest buyer was Principal Financial Group, adding an estimated $138M. The largest seller was Invesco, cutting an estimated $318M.
- 391 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2023, down from 395 in Q1 2023.
- Funds reported $10B of HEICO Corp Class A stock for Q2 2023, up 0.46% quarter-over-quarter.
- 33 funds opened new HEICO Corp Class A positions in Q2 2023 and 36 closed out, a net change of -3 holders.
- The largest HEICO Corp Class A buyer in Q2 2023 was Principal Financial Group, an estimated $138M added.
- The largest HEICO Corp Class A seller in Q2 2023 was Invesco, an estimated $318M sold.
Based on aggregated 13F filings for Q2 2023.