HEICO Corp
HEI
438 hedge funds and large institutions have $5.35B invested in HEICO Corp in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 130 increasing their positions, 157 reducing their positions, and 35 closing their positions.
370% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $3.75M
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
63% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 35
10% more capital invested
Capital invested by funds: $4.85B → $5.35B (+$495M)
5% more funds holding
Funds holding: 418 → 438 (+20)
0.26% more ownership
Funds ownership: 67.92% → 68.17% (+0.26%)
17% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 157
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SO
STRS Ohio
Columbus,
Ohio
|
+$29.8M |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$23.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$23.2M |
| 4 |
Goldman Sachs
New York
|
+$22.5M |
| 5 |
Two Sigma Investments
New York
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$42.8M |
| 2 |
BlackRock
New York
|
-$40.9M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$34.1M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$24.4M |
| 5 |
State Street
Boston,
Massachusetts
|
-$13.9M |
HEI Hedge Fund Activity: Q3 2022 in Review
438 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2022, worth a combined $5.35B — up 10% from $4.85B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new HEI positions and 35 closed out — a net gain of 22 holders — while 130 added to existing stakes and 157 trimmed.
The largest buyer was STRS Ohio, adding an estimated $29.8M. The largest seller was American Century Companies, cutting an estimated $42.8M.
- 438 institutional investors held HEICO Corp (HEI) as of Q3 2022, up from 418 in Q2 2022.
- Funds reported $5.35B of HEICO Corp stock for Q3 2022, up 10% quarter-over-quarter.
- 57 funds opened new HEICO Corp positions in Q3 2022 and 35 closed out, a net change of +22 holders.
- The largest HEICO Corp buyer in Q3 2022 was STRS Ohio, an estimated $29.8M added.
- The largest HEICO Corp seller in Q3 2022 was American Century Companies, an estimated $42.8M sold.
Based on aggregated 13F filings for Q3 2022.