HEICO Corp
HEI
473 hedge funds and large institutions have $6.74B invested in HEICO Corp in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 182 reducing their positions, and 33 closing their positions.
58% more call options, than puts
Call options by funds: $32M | Put options by funds: $20.2M
55% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 33
3% more funds holding
Funds holding: 458 → 473 (+15)
3% more capital invested
Capital invested by funds: $6.54B → $6.74B (+$207M)
0.21% less ownership
Funds ownership: 69.93% → 69.72% (-0.21%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
30% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 182
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$41.3M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$34.2M |
| 3 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
|
+$31.6M |
| 4 |
Lazard Asset Management
New York
|
+$29.2M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$110M |
| 2 |
Select Equity Group
New York
|
-$85.7M |
| 3 |
BlackRock
New York
|
-$28.1M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$19.7M |
| 5 |
Millennium Management
New York
|
-$16.3M |
HEI Hedge Fund Activity: Q2 2023 in Review
473 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2023, worth a combined $6.74B — up 3.2% from $6.54B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new HEI positions and 33 closed out — a net gain of 18 holders — while 127 added to existing stakes and 182 trimmed.
The largest buyer was TD Asset Management, adding an estimated $41.3M. The largest seller was American Century Companies, cutting an estimated $110M.
- 473 institutional investors held HEICO Corp (HEI) as of Q2 2023, up from 458 in Q1 2023.
- Funds reported $6.74B of HEICO Corp stock for Q2 2023, up 3.2% quarter-over-quarter.
- 51 funds opened new HEICO Corp positions in Q2 2023 and 33 closed out, a net change of +18 holders.
- The largest HEICO Corp buyer in Q2 2023 was TD Asset Management, an estimated $41.3M added.
- The largest HEICO Corp seller in Q2 2023 was American Century Companies, an estimated $110M sold.
Based on aggregated 13F filings for Q2 2023.