HEICO Corp
400 hedge funds and large institutions have $4.62B invested in HEICO Corp in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 147 increasing their positions, 125 reducing their positions, and 53 closing their positions.
702% more call options, than puts
Call options by funds: $26M | Put options by funds: $3.25M
18% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 125
1.06% more ownership
Funds ownership: 63.87% → 64.93% (+1.1%)
4% less capital invested
Capital invested by funds: $4.83B → $4.62B (-$208M)
5% less funds holding
Funds holding: 423 → 400 (-23)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
38% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$76.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$43.6M |
| 3 |
FAM
Fred Alger Management
New York
|
+$28.6M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$14.3M |
| 5 |
WorldQuant Millennium Advisors
New York
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBT
Capital Bank & Trust
Irvine,
California
|
-$29.2M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$25M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$18.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$17.3M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$16.3M |
HEI Hedge Fund Activity: Q3 2021 in Review
400 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2021, worth a combined $4.62B — down 4.3% from $4.83B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of HEI and 33 opened new positions — a net loss of 20 holders — while 125 trimmed existing stakes and 147 added.
The largest buyer was American Century Companies, adding an estimated $76.8M. The largest seller was Capital Bank & Trust, exiting entirely with an estimated $29.2M sold.
- 400 institutional investors held HEICO Corp (HEI) as of Q3 2021, down from 423 in Q2 2021.
- Funds reported $4.62B of HEICO Corp stock for Q3 2021, down 4.3% quarter-over-quarter.
- 33 funds opened new HEICO Corp positions in Q3 2021 and 53 closed out, a net change of -20 holders.
- The largest HEICO Corp buyer in Q3 2021 was American Century Companies, an estimated $76.8M added.
- The largest HEICO Corp seller in Q3 2021 was Capital Bank & Trust, an estimated $29.2M sold.
Based on aggregated 13F filings for Q3 2021.