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HEICO Corp

439 hedge funds and large institutions have $5.35B invested in HEICO Corp in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 158 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $3.75M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $4.85B → $5.35B (+$496M)

5% more funds holding

Funds holding: 417439 (+22)

0.27% more ownership

Funds ownership: 67.91%68.19% (+0.27%)

18% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 158

Holders
439
Holders Change
+22
Holders Change %
+5.28%
% of All Funds
7.56%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
58
Increased
130
Reduced
158
Closed
34
Calls
$17.6M
Puts
$3.75M
Net Calls
+$13.9M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
76
WCM Investment Management
California
$9.83M +$4.4M +29,371 +75%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$9.79M +$5.27M +35,177 +107%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$9.66M +$5.01M +33,399 +99%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$9.51M -$391K -2,608 -4%
Amundi
80
Amundi
France
$9.33M +$1.62M +10,805 +21%
EAM
81
EULAV Asset Management
Florida
$9.15M
Voloridge Investment Management
82
Voloridge Investment Management
Florida
$9.11M -$15.4K -103 -0.2%
Renaissance Technologies
83
Renaissance Technologies
New York
$9.04M +$1.12M +7,500 +14%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$8.61M -$422K -2,816 -4%
MCM
85
Marsico Capital Management
Colorado
$8.21M +$1.28M +8,505 +18%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$8.04M -$225K -1,500 -3%
SCA
87
Snowden Capital Advisors
New York
$7.84M -$187K -1,247 -2%
Citigroup
88
Citigroup
New York
$7.71M -$692K -4,618 -8%
SRC
89
Stone Run Capital
New York
$7.68M
GIA
90
Gateway Investment Advisers
Ohio
$7.6M -$15.4K -103 -0.2%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$7.42M +$2.79M +18,605 +56%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$7.25M +$18.4K +123 +0.2%
Norges Bank
93
Norges Bank
Norway
$7.05M +$2.06M +13,756 +39%
HF
94
HRT Financial
New York
$6.85M +$7.13M +47,567 New
BST
95
Bath Savings Trust
Maine
$6.84M -$27.6K -184 -0.4%
ECM
96
ExodusPoint Capital Management
New York
$6.61M +$3.07M +20,465 +80%
Wells Fargo
97
Wells Fargo
California
$6.55M -$376K -2,510 -5%
CCB
98
Cutter & Co Brokerage
Missouri
$6.38M -$153K -1,020 -2%
Barclays
99
Barclays
United Kingdom
$6.22M -$720K -4,802 -10%
SEI Investments
100
SEI Investments
Pennsylvania
$6.19M -$151K -1,010 -2%

HEI Hedge Fund Activity: Q3 2022 in Review

439 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2022, worth a combined $5.35B — up 10% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HEI positions and 34 closed out — a net gain of 24 holders — while 130 added to existing stakes and 158 trimmed.

The largest buyer was STRS Ohio, adding an estimated $29.8M. The largest seller was American Century Companies, cutting an estimated $42.8M.

  • 439 institutional investors held HEICO Corp (HEI) as of Q3 2022, up from 417 in Q2 2022.
  • Funds reported $5.35B of HEICO Corp stock for Q3 2022, up 10% quarter-over-quarter.
  • 58 funds opened new HEICO Corp positions in Q3 2022 and 34 closed out, a net change of +24 holders.
  • The largest HEICO Corp buyer in Q3 2022 was STRS Ohio, an estimated $29.8M added.
  • The largest HEICO Corp seller in Q3 2022 was American Century Companies, an estimated $42.8M sold.

Based on aggregated 13F filings for Q3 2022.