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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
N
51
Nuveen
North Carolina
$18M -$279K -1,925 -2%
Stifel Financial
52
Stifel Financial
Missouri
$17.8M +$1.47M +10,141 +10%
Citadel Advisors
53
Citadel Advisors
Florida
$17.8M +$390K +2,687 +2%
AQR Capital Management
54
AQR Capital Management
Connecticut
$17.2M +$5.58M +38,409 +52%
EAM
55
EULAV Asset Management
Florida
$16.7M -$9.16M -63,102 -37%
OAM
56
Oppenheimer Asset Management
New York
$15M -$263K -1,809 -2%
Asset Management One
57
Asset Management One
Japan
$14.8M +$72K +496 +0.5%
CDH
58
Charles D. Hyman
$14.5M +$2.09M +14,365 +18%
Victory Capital Management
59
Victory Capital Management
Texas
$14M +$6.81M +46,921 +90%
Zurich Cantonal Bank
60
Zurich Cantonal Bank
Switzerland
$13.7M +$5.5M +37,922 +74%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$13M -$1.19M -8,199 -9%
Deutsche Bank
62
Deutsche Bank
Germany
$12.8M +$1.69M +11,640 +16%
JP Morgan Chase
63
JP Morgan Chase
New York
$12.8M +$208K +1,432 +2%
UBS Group
64
UBS Group
Switzerland
$12.5M -$2.64M -18,212 -18%
CAM
65
Congress Asset Management
Massachusetts
$12.3M -$336K -2,312 -3%
ICP
66
Ironvine Capital Partners
Nebraska
$11.7M +$488K +3,361 +5%
Voloridge Investment Management
67
Voloridge Investment Management
Florida
$11.5M +$10.3M +70,894 +1,714%
EAM
68
Erste Asset Management
Austria
$11.4M +$4.5M +31,000 +71%
Citigroup
69
Citigroup
New York
$11.1M -$811K -5,589 -7%
Ameriprise
70
Ameriprise
Minnesota
$11M -$944K -6,500 -8%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$10.8M -$691K -4,761 -6%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$10.5M +$14.5K +100 +0.1%
Nordea Investment Management
73
Nordea Investment Management
Sweden
$9.45M +$974K +6,711 +13%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$9.11M -$468K -3,221 -5%
SCA
75
Snowden Capital Advisors
New York
$9.09M +$6.77M +46,621 +371%
1 2
3
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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.