HEICO Corp
HEI
425 hedge funds and large institutions have $4.34B invested in HEICO Corp in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 137 reducing their positions, and 52 closing their positions.
13% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 52
1% more funds holding
Funds holding: 420 → 425 (+5)
5% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 137
4% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $13M
0.47% less ownership
Funds ownership: 64.11% → 63.64% (-0.47%)
6% less capital invested
Capital invested by funds: $4.61B → $4.34B (-$276M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$87.4M |
| 2 |
BlackRock
New York
|
+$78.3M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$34M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$25M |
| 5 |
Renaissance Technologies
New York
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$91M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$55.3M |
| 3 |
Select Equity Group
New York
|
-$37.6M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$21.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$17M |
HEI Hedge Fund Activity: Q1 2021 in Review
425 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2021, worth a combined $4.34B — down 6% from $4.61B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new HEI positions and 52 closed out — a net gain of 7 holders — while 144 added to existing stakes and 137 trimmed.
The largest buyer was Bessemer Group, adding an estimated $87.4M. The largest seller was Wells Fargo, cutting an estimated $91M.
- 425 institutional investors held HEICO Corp (HEI) as of Q1 2021, up from 420 in Q4 2020.
- Funds reported $4.34B of HEICO Corp stock for Q1 2021, down 6% quarter-over-quarter.
- 59 funds opened new HEICO Corp positions in Q1 2021 and 52 closed out, a net change of +7 holders.
- The largest HEICO Corp buyer in Q1 2021 was Bessemer Group, an estimated $87.4M added.
- The largest HEICO Corp seller in Q1 2021 was Wells Fargo, an estimated $91M sold.
Based on aggregated 13F filings for Q1 2021.