HEICO Corp
HEI
468 hedge funds and large institutions have $6.11B invested in HEICO Corp in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 144 increasing their positions, 172 reducing their positions, and 51 closing their positions.
95% more call options, than puts
Call options by funds: $20.2M | Put options by funds: $10.3M
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.68% less ownership
Funds ownership: 69.72% → 69.04% (-0.68%)
4% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 51
1% less funds holding
Funds holding: 473 → 468 (-5)
9% less capital invested
Capital invested by funds: $6.74B → $6.11B (-$631M)
16% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 172
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$94.9M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$39.5M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$17.7M |
| 4 |
Barclays
London,
United Kingdom
|
+$16.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$77.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$43.6M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$22.1M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$22M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.6M |
HEI Hedge Fund Activity: Q3 2023 in Review
468 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2023, worth a combined $6.11B — down 9.4% from $6.74B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of HEI and 49 opened new positions — a net loss of 2 holders — while 172 trimmed existing stakes and 144 added.
The largest buyer was TD Asset Management, adding an estimated $94.9M. The largest seller was Citadel Advisors, cutting an estimated $77.9M.
- 468 institutional investors held HEICO Corp (HEI) as of Q3 2023, down from 473 in Q2 2023.
- Funds reported $6.11B of HEICO Corp stock for Q3 2023, down 9.4% quarter-over-quarter.
- 49 funds opened new HEICO Corp positions in Q3 2023 and 51 closed out, a net change of -2 holders.
- The largest HEICO Corp buyer in Q3 2023 was TD Asset Management, an estimated $94.9M added.
- The largest HEICO Corp seller in Q3 2023 was Citadel Advisors, an estimated $77.9M sold.
Based on aggregated 13F filings for Q3 2023.