HEICO Corp
424 hedge funds and large institutions have $4.83B invested in HEICO Corp in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 155 increasing their positions, 125 reducing their positions, and 46 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
24% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 125
11% more capital invested
Capital invested by funds: $4.34B → $4.83B (+$490M)
2% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 46
0.23% more ownership
Funds ownership: 63.62% → 63.85% (+0.23%)
1% less funds holding
Funds holding: 427 → 424 (-3)
21% less call options, than puts
Call options by funds: $22.4M | Put options by funds: $28.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$47.7M |
| 2 |
Jennison Associates
New York
|
+$35M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$26.1M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$18.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$83.1M |
| 2 |
BlackRock
New York
|
-$73.5M |
| 3 |
Millennium Management
New York
|
-$25.8M |
| 4 |
EAM
EULAV Asset Management
Sarasota,
Florida
|
-$14.4M |
| 5 |
Goldman Sachs
New York
|
-$14.2M |
HEI Hedge Fund Activity: Q2 2021 in Review
424 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2021, worth a combined $4.83B — up 11% from $4.34B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new HEI positions and 46 closed out — a net gain of 1 holder — while 155 added to existing stakes and 125 trimmed.
The largest buyer was American Century Companies, adding an estimated $47.7M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $83.1M sold.
- 424 institutional investors held HEICO Corp (HEI) as of Q2 2021, down from 427 in Q1 2021.
- Funds reported $4.83B of HEICO Corp stock for Q2 2021, up 11% quarter-over-quarter.
- 47 funds opened new HEICO Corp positions in Q2 2021 and 46 closed out, a net change of +1 holder.
- The largest HEICO Corp buyer in Q2 2021 was American Century Companies, an estimated $47.7M added.
- The largest HEICO Corp seller in Q2 2021 was Thrivent Financial for Lutherans, an estimated $83.1M sold.
Based on aggregated 13F filings for Q2 2021.