HEICO Corp
497 hedge funds and large institutions have $6.84B invested in HEICO Corp in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 153 increasing their positions, 159 reducing their positions, and 44 closing their positions.
129% more call options, than puts
Call options by funds: $40.9M | Put options by funds: $17.8M
80% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 44
12% more capital invested
Capital invested by funds: $6.11B → $6.84B (+$731M)
6% more funds holding
Funds holding: 467 → 497 (+30)
0.92% more ownership
Funds ownership: 69.04% → 69.96% (+0.92%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$115M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$59.2M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$52.7M |
| 4 |
Two Sigma Investments
New York
|
+$25.2M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$56M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$43.4M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$36.1M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$33.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$32M |
HEI Hedge Fund Activity: Q4 2023 in Review
497 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q4 2023, worth a combined $6.84B — up 12% from $6.11B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new HEI positions and 44 closed out — a net gain of 35 holders — while 153 added to existing stakes and 159 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $115M. The largest seller was Franklin Resources, cutting an estimated $56M.
- 497 institutional investors held HEICO Corp (HEI) as of Q4 2023, up from 467 in Q3 2023.
- Funds reported $6.84B of HEICO Corp stock for Q4 2023, up 12% quarter-over-quarter.
- 79 funds opened new HEICO Corp positions in Q4 2023 and 44 closed out, a net change of +35 holders.
- The largest HEICO Corp buyer in Q4 2023 was Morgan Stanley, an estimated $115M added.
- The largest HEICO Corp seller in Q4 2023 was Franklin Resources, an estimated $56M sold.
Based on aggregated 13F filings for Q4 2023.