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HEICO Corp
HEI

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
414
Holders Change
+14
Holders Change %
+3.5%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
130
Reduced
138
Closed
40
Calls
$29.8M
Puts
$3.74M
Net Calls
+$26.1M
Net Calls Change
+$3.29M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$64.3M
2
BlackRock
BlackRock
New York
+$52.9M
3
Bank of America
Bank of America
North Carolina
+$28.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$24M
5
Morgan Stanley
Morgan Stanley
New York
+$15.6M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$32.2M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$26.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$23.5M
4
State Street
State Street
Massachusetts
-$18.1M
5
Bessemer Group
Bessemer Group
New Jersey
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
451
Perkins Coie Trust Company
Washington
– -$3K -22 Closed
MCM
452
Manchester Capital Management
Vermont
– +$423 +3 New
15 16 17 18
19

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.