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HEICO Corp

417 hedge funds and large institutions have $4.85B invested in HEICO Corp in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 133 increasing their positions, 153 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $24M | Put options by funds: $13M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.54% less ownership

Funds ownership: 69.46%67.91% (-1.5%)

4% less funds holding

Funds holding: 435417 (-18)

13% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 153

16% less capital invested

Capital invested by funds: $5.81B → $4.85B (-$955M)

19% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 53

Holders
417
Holders Change
-18
Holders Change %
-4.14%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
43
Increased
133
Reduced
153
Closed
53
Calls
$24M
Puts
$13M
Net Calls
+$11M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$630K +$8.46K +60 +1%
FIM
227
Freedom Investment Management
Connecticut
$617K -$416K -2,954 -39%
WBC
228
Westpac Banking Corp
Australia
$583K
Man Group
229
Man Group
United Kingdom
$577K -$1.02M -7,243 Closed
CWM
230
Congress Wealth Management
Massachusetts
$576K -$19.7K -140 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
231
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$562K -$1.25M -8,867 -67%
CT
232
Chicago Trust
Illinois
$558K
RJFSA
233
Raymond James Financial Services Advisors
Florida
$552K -$266K -1,890 -31%
Walleye Trading
234
Walleye Trading
New York
$539K -$40.4K -287 -7%
BAM
235
Blueshift Asset Management
New Jersey
$537K -$94.6K -671 -14%
MM
236
MQS Management
New York
$531K +$147K +1,044 +35%
FFM
237
Forum Financial Management
Illinois
$529K +$5.21K +37 +0.9%
GAM
238
Gotham Asset Management
New York
$525K +$23.3K +165 +4%
GW
239
GW & Wade
Massachusetts
$513K +$9.72K +69 +2%
Lido Advisors
240
Lido Advisors
California
$511K +$550K +3,904 New
DekaBank Deutsche Girozentrale
241
DekaBank Deutsche Girozentrale
Germany
$506K +$22.3K +158 +4%
IWM
242
IHT Wealth Management
Illinois
$504K -$56.9K -404 -10%
TAM
243
Tocqueville Asset Management
New York
$504K
ESCM
244
Echo Street Capital Management
New York
$503K +$540K +3,835 New
Acadian Asset Management
245
Acadian Asset Management
Massachusetts
$494K
Prudential Financial
246
Prudential Financial
New Jersey
$492K +$17.1K +121 +3%
VPIM
247
Vanguard Personalized Indexing Management
California
$482K +$169K +1,200 +48%
SC
248
Sepio Capital
Utah
$479K
HIMCH
249
Hartford Investment Management Co (HIMCO)
Connecticut
$468K
MSRPS
250
Maryland State Retirement & Pension System
Maryland
$467K

HEI Hedge Fund Activity: Q2 2022 in Review

417 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2022, worth a combined $4.85B — down 16% from $5.81B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of HEI and 43 opened new positions — a net loss of 10 holders — while 153 trimmed existing stakes and 133 added.

The largest buyer was Citadel Advisors, adding an estimated $32.8M. The largest seller was Natixis, exiting entirely with an estimated $74.7M sold.

  • 417 institutional investors held HEICO Corp (HEI) as of Q2 2022, down from 435 in Q1 2022.
  • Funds reported $4.85B of HEICO Corp stock for Q2 2022, down 16% quarter-over-quarter.
  • 43 funds opened new HEICO Corp positions in Q2 2022 and 53 closed out, a net change of -10 holders.
  • The largest HEICO Corp buyer in Q2 2022 was Citadel Advisors, an estimated $32.8M added.
  • The largest HEICO Corp seller in Q2 2022 was Natixis, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2022.