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HEICO Corp
HEI

435 hedge funds and large institutions have $5.81B invested in HEICO Corp in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 151 increasing their positions, 133 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 133

11% more capital invested

Capital invested by funds: $5.22B → $5.81B (+$591M)

5% more funds holding

Funds holding: 414 → 435 (+21)

2.78% more ownership

Funds ownership: 66.67% → 69.46% (+2.8%)

2% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $13.6M

Holders
435
Holders Change
+21
Holders Change %
+5.07%
% of All Funds
6.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
151
Reduced
133
Closed
37
Calls
$13.9M
Puts
$13.6M
Net Calls
+$222K
Net Calls Change
-$25.9M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$160M
2
N
Natixis
France
+$70.6M
3
Franklin Resources
Franklin Resources
California
+$55.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$33.7M
5
BlackRock
BlackRock
New York
+$30.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$45.8M
2
American Century Companies
American Century Companies
Missouri
-$25.3M
3
Morgan Stanley
Morgan Stanley
New York
-$23.4M
4
Two Sigma Investments
Two Sigma Investments
New York
-$23.1M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TD Asset Management
251
TD Asset Management
Ontario, Canada
$534K -$1.45K -10 -0.3%
RIM
252
Redpoint Investment Management
Australia
$514K +$204K +1,405 +72%
DAM
253
Diamant Asset Management
Connecticut
$509K – – –
DZ Bank
254
DZ Bank
Germany
$505K +$478K +3,291 New
MCM
255
Maryland Capital Management
Maryland
$498K – – –
QC
256
Quadrature Capital
United Kingdom
$494K +$467K +3,217 New
YMRC
257
Yorktown Management & Research Company
Virginia
$491K – – –
ACM
258
AlphaCrest Capital Management
New York
$484K +$39K +269 +9%
PMAM
259
Picton Mahoney Asset Management
Ontario, Canada
$480K -$1.12M -7,720 -71%
CGA
260
Crescent Grove Advisors
Illinois
$480K +$18.4K +127 +4%
Robeco Institutional Asset Management
261
Robeco Institutional Asset Management
Netherlands
$473K +$156K +1,075 +54%
GT
262
Glenmede Trust
Pennsylvania
$471K – – –
RHBC
263
R.H. Bluestein & Co
Michigan
$461K – – –
MM
264
MQS Management
New York
$461K +$132K +907 +43%
WS
265
Wedbush Securities
California
$456K +$10.9K +75 +3%
HCM
266
Hengehold Capital Management
Ohio
$451K – – –
CAM
267
Concorde Asset Management
Michigan
$451K +$426K +2,934 New
CANY
268
Caxton Associates (New York)
New York
$445K -$626K -4,311 -60%
PAM
269
Panagora Asset Management
Massachusetts
$439K – – –
TFS
270
Thoroughbred Financial Services
Tennessee
$435K -$10.5K -72 -2%
SWM
271
Spire Wealth Management
Virginia
$431K -$81.7K -563 -17%
HWMA
272
Heritage Wealth Management (Arizona)
Arizona
$430K +$407K +2,802 New
BFA
273
BMS Financial Advisors
South Dakota
$426K +$471K +3,245 New
BG
274
Bahl & Gaynor
Ohio
$425K – – –
ECM
275
ExodusPoint Capital Management
New York
$423K -$3.15M -21,697 -89%
9 10
11
12 13

HEI Hedge Fund Activity: Q1 2022 in Review

435 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2022, worth a combined $5.81B — up 11% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HEI positions and 37 closed out — a net gain of 25 holders — while 151 added to existing stakes and 133 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $160M. The largest seller was Norges Bank, cutting an estimated $45.8M.

  • 435 institutional investors held HEICO Corp (HEI) as of Q1 2022, up from 414 in Q4 2021.
  • Funds reported $5.81B of HEICO Corp stock for Q1 2022, up 11% quarter-over-quarter.
  • 62 funds opened new HEICO Corp positions in Q1 2022 and 37 closed out, a net change of +25 holders.
  • The largest HEICO Corp buyer in Q1 2022 was Lazard Asset Management, an estimated $160M added.
  • The largest HEICO Corp seller in Q1 2022 was Norges Bank, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2022.