HEICO Corp
HEI
458 hedge funds and large institutions have $6.54B invested in HEICO Corp in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 164 reducing their positions, and 40 closing their positions.
325% more call options, than puts
Call options by funds: $34.1M | Put options by funds: $8.03M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
35% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 40
13% more capital invested
Capital invested by funds: $5.79B → $6.54B (+$749M)
2% more funds holding
Funds holding: 449 → 458 (+9)
0.83% more ownership
Funds ownership: 69.1% → 69.93% (+0.83%)
18% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 164
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$107M |
| 2 |
Select Equity Group
New York
|
+$84.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$46.7M |
| 4 |
Lazard Asset Management
New York
|
+$36.8M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$69.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$65.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$50.5M |
| 4 |
Renaissance Technologies
New York
|
-$30.3M |
| 5 |
Two Sigma Investments
New York
|
-$24.2M |
HEI Hedge Fund Activity: Q1 2023 in Review
458 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2023, worth a combined $6.54B — up 13% from $5.79B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new HEI positions and 40 closed out — a net gain of 14 holders — while 134 added to existing stakes and 164 trimmed.
The largest buyer was Capital International Investors, adding an estimated $107M. The largest seller was Capital World Investors, cutting an estimated $69.2M.
- 458 institutional investors held HEICO Corp (HEI) as of Q1 2023, up from 449 in Q4 2022.
- Funds reported $6.54B of HEICO Corp stock for Q1 2023, up 13% quarter-over-quarter.
- 54 funds opened new HEICO Corp positions in Q1 2023 and 40 closed out, a net change of +14 holders.
- The largest HEICO Corp buyer in Q1 2023 was Capital International Investors, an estimated $107M added.
- The largest HEICO Corp seller in Q1 2023 was Capital World Investors, an estimated $69.2M sold.
Based on aggregated 13F filings for Q1 2023.