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HEICO Corp
HEI

497 hedge funds and large institutions have $6.84B invested in HEICO Corp in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 153 increasing their positions, 159 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $40.9M | Put options by funds: $17.8M

80% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 44

12% more capital invested

Capital invested by funds: $6.11B → $6.84B (+$731M)

6% more funds holding

Funds holding: 467 → 497 (+30)

0.92% more ownership

Funds ownership: 69.04% → 69.96% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 159

Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.25%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
153
Reduced
159
Closed
44
Calls
$40.9M
Puts
$17.8M
Net Calls
+$23.1M
Net Calls Change
+$13.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$115M
2
Citadel Advisors
Citadel Advisors
Florida
+$59.2M
3
Capital World Investors
Capital World Investors
California
+$52.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$25.2M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$22.2M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$56M
2
American Century Companies
American Century Companies
Missouri
-$43.4M
3
Bessemer Group
Bessemer Group
New Jersey
-$36.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$33.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$893M +$17.5M +103,157 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$648M +$21.9M +129,442 +4%
Capital World Investors
3
Capital World Investors
California
$586M +$52.7M +311,304 +10%
Capital International Investors
4
Capital International Investors
California
$347M +$316K +1,869 +0.1%
Lazard Asset Management
5
Lazard Asset Management
New York
$303M -$4.8M -28,378 -2%
State Street
6
State Street
Massachusetts
$275M +$13.2M +78,101 +5%
Morgan Stanley
7
Morgan Stanley
New York
$236M +$115M +679,151 +106%
RP
8
Riverbridge Partners
Minnesota
$205M -$4.16M -24,591 -2%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$168M +$22.2M +131,182 +16%
American Century Companies
10
American Century Companies
Missouri
$138M -$43.4M -256,175 -25%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$119M +$8.14M +48,091 +8%
FAM
12
Fred Alger Management
New York
$102M -$1.02M -6,031 -1%
Federated Hermes
13
Federated Hermes
Pennsylvania
$101M +$7.79M +45,993 +9%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$99.3M -$65.2K -385 -0.1%
CS
15
Credit Suisse
Switzerland
$86.5M -$3.05M -17,993 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$83.7M +$59.2M +349,379 +294%
Charles Schwab
17
Charles Schwab
California
$71.1M +$1.76M +10,396 +3%
Goldman Sachs
18
Goldman Sachs
New York
$67.3M +$5.14M +30,370 +9%
Invesco
19
Invesco
Georgia
$64.4M +$5.07M +29,929 +9%
Bank of America
20
Bank of America
North Carolina
$62.3M -$17.9M -105,613 -23%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$55.4M -$7.98M -47,131 -13%
Northern Trust
22
Northern Trust
Illinois
$54.8M -$2.45M -14,450 -5%
Barclays
23
Barclays
United Kingdom
$53.1M +$14.1M +83,279 +39%
EAM
24
EULAV Asset Management
Florida
$51M +$8.75M +51,700 +22%
Jennison Associates
25
Jennison Associates
New York
$51M -$23.2K -137 -0%
1
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HEI Hedge Fund Activity: Q4 2023 in Review

497 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q4 2023, worth a combined $6.84B — up 12% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HEI positions and 44 closed out — a net gain of 35 holders — while 153 added to existing stakes and 159 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $115M. The largest seller was Franklin Resources, cutting an estimated $56M.

  • 497 institutional investors held HEICO Corp (HEI) as of Q4 2023, up from 467 in Q3 2023.
  • Funds reported $6.84B of HEICO Corp stock for Q4 2023, up 12% quarter-over-quarter.
  • 79 funds opened new HEICO Corp positions in Q4 2023 and 44 closed out, a net change of +35 holders.
  • The largest HEICO Corp buyer in Q4 2023 was Morgan Stanley, an estimated $115M added.
  • The largest HEICO Corp seller in Q4 2023 was Franklin Resources, an estimated $56M sold.

Based on aggregated 13F filings for Q4 2023.