HEICO Corp
436 hedge funds and large institutions have $5.81B invested in HEICO Corp in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 151 increasing their positions, 133 reducing their positions, and 37 closing their positions.
68% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 37
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 133
11% more capital invested
Capital invested by funds: $5.22B → $5.81B (+$591M)
5% more funds holding
Funds holding: 415 → 436 (+21)
2.78% more ownership
Funds ownership: 66.67% → 69.46% (+2.8%)
2% more call options, than puts
Call options by funds: $13.9M | Put options by funds: $13.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$160M |
| 2 |
N
Natixis
Paris,
France
|
+$70.6M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$55.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$33.7M |
| 5 |
BlackRock
New York
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$45.8M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$25.3M |
| 3 |
Morgan Stanley
New York
|
-$23.4M |
| 4 |
Two Sigma Investments
New York
|
-$23.1M |
| 5 |
Two Sigma Advisers
New York
|
-$13.9M |
HEI Hedge Fund Activity: Q1 2022 in Review
436 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2022, worth a combined $5.81B — up 11% from $5.22B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new HEI positions and 37 closed out — a net gain of 25 holders — while 151 added to existing stakes and 133 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $160M. The largest seller was Norges Bank, cutting an estimated $45.8M.
- 436 institutional investors held HEICO Corp (HEI) as of Q1 2022, up from 415 in Q4 2021.
- Funds reported $5.81B of HEICO Corp stock for Q1 2022, up 11% quarter-over-quarter.
- 62 funds opened new HEICO Corp positions in Q1 2022 and 37 closed out, a net change of +25 holders.
- The largest HEICO Corp buyer in Q1 2022 was Lazard Asset Management, an estimated $160M added.
- The largest HEICO Corp seller in Q1 2022 was Norges Bank, an estimated $45.8M sold.
Based on aggregated 13F filings for Q1 2022.