HEICO Corp Class A
HEI.A
430 hedge funds and large institutions have $10.2B invested in HEICO Corp Class A in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 143 increasing their positions, 143 reducing their positions, and 28 closing their positions.
198% more call options, than puts
Call options by funds: $3.4M | Put options by funds: $1.14M
129% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 28
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
10% more capital invested
Capital invested by funds: $9.32B → $10.2B (+$911M)
8% more funds holding
Funds holding: 399 → 430 (+31)
0% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 143
0.41% less ownership
Funds ownership: 86.34% → 85.94% (-0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$103M |
| 2 |
A
AustralianSuper
Melbourne,
Australia
|
+$43.8M |
| 3 |
FAM
Fred Alger Management
New York
|
+$39.1M |
| 4 |
JP Morgan Chase
New York
|
+$29.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$136M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$54.9M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$35.6M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
-$28.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$17.7M |
HEI.A Hedge Fund Activity: Q4 2023 in Review
430 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2023, worth a combined $10.2B — up 9.8% from $9.32B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new HEI.A positions and 28 closed out — a net gain of 36 holders — while 143 added to existing stakes and 143 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $103M. The largest seller was WCM Investment Management, cutting an estimated $136M.
- 430 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2023, up from 399 in Q3 2023.
- Funds reported $10.2B of HEICO Corp Class A stock for Q4 2023, up 9.8% quarter-over-quarter.
- 64 funds opened new HEICO Corp Class A positions in Q4 2023 and 28 closed out, a net change of +36 holders.
- The largest HEICO Corp Class A buyer in Q4 2023 was Principal Financial Group, an estimated $103M added.
- The largest HEICO Corp Class A seller in Q4 2023 was WCM Investment Management, an estimated $136M sold.
Based on aggregated 13F filings for Q4 2023.