HEICO Corp
414 hedge funds and large institutions have $5.22B invested in HEICO Corp in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 138 reducing their positions, and 40 closing their positions.
697% more call options, than puts
Call options by funds: $29.8M | Put options by funds: $3.74M
45% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 40
13% more capital invested
Capital invested by funds: $4.62B → $5.22B (+$597M)
4% more funds holding
Funds holding: 400 → 414 (+14)
1.74% more ownership
Funds ownership: 64.93% → 66.67% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$64.3M |
| 2 |
BlackRock
New York
|
+$52.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$28.1M |
| 4 |
Two Sigma Investments
New York
|
+$24M |
| 5 |
Morgan Stanley
New York
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$32.2M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$26.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$23.5M |
| 4 |
State Street
Boston,
Massachusetts
|
-$18.1M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$17.3M |
HEI Hedge Fund Activity: Q4 2021 in Review
414 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q4 2021, worth a combined $5.22B — up 13% from $4.62B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new HEI positions and 40 closed out — a net gain of 18 holders — while 130 added to existing stakes and 138 trimmed.
The largest buyer was Capital World Investors, adding an estimated $64.3M. The largest seller was Wells Fargo, cutting an estimated $32.2M.
- 414 institutional investors held HEICO Corp (HEI) as of Q4 2021, up from 400 in Q3 2021.
- Funds reported $5.22B of HEICO Corp stock for Q4 2021, up 13% quarter-over-quarter.
- 58 funds opened new HEICO Corp positions in Q4 2021 and 40 closed out, a net change of +18 holders.
- The largest HEICO Corp buyer in Q4 2021 was Capital World Investors, an estimated $64.3M added.
- The largest HEICO Corp seller in Q4 2021 was Wells Fargo, an estimated $32.2M sold.
Based on aggregated 13F filings for Q4 2021.