Heico Corp New (HEI) Hedge Fund Ownership (Q2 2026)

Heico Corp New (HEI)

756 + Investors. Track Smart Money conviction in HEI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HEI

Based on 769 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added HEI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

769 hedge funds hold HEI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q

+70 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 50% buying

369 buying366 selling

Last quarter: 369 funds bought or added vs 366 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new HEI position: 79 → 119 → 103 → 117. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 19% new

438 out of 769 hedge funds have held HEI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +67%, value +27%

Value

+26%

+66%

Last quarter: funds added +67% more shares while total portfolio value only changed +27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

114 → 79 → 119 → 103 → 117 new funds/Q

New funds entering each quarter: 79 → 119 → 103 → 117. A growing number of institutions are discovering HEI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

■ 61% veterans ■ 15% 1-2yr ■ 24% new

Entry-cohort mix of 788 holders: 480 (61%) are 2+ year veterans, 115 entered 1–2 years ago, and 193 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds

67 of 766 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in HEI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	756	743	1.75%
13F Shares	43M	42M	3.54%
Total Value	$14.02B	$11.12B	26.1%
New Positions	115	103	+12
Increased Positions	249	249	-
Closed Positions	99	113	-14
Reduced Positions	263	250	+13
Total Calls	12	11	9.09%
Total Puts	10	8	25.0%
PUT/CALL Ratio	0.83	0.73	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

756

743

1.75%

13F Shares

43M

42M

3.54%

Total Value

$14.02B

$11.12B

26.1%

New Positions

115

103

+12

Increased Positions

249

Closed Positions

113

-14

Reduced Positions

263

250

+13

Total Calls

9.09%

Total Puts

25.0%

PUT/CALL Ratio

0.83

0.73

Neutral

Institutional Holders (2026 Q2)

756 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HEI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HEI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Obion Capital Management LP	4.54%	14,994	$5.3M
2	Cutter & CO Brokerage, Inc.	4.09%	64,647	$17.3M
3	Telemark Asset Management, LLC	3.60%	140,000	$49.9M
4	Riverbridge Partners LLC	3.59%	361,213	$128.7M
5	Carderock Capital Management Inc	3.13%	40,081	$14.3M
6	EULAV Asset Management	2.86%	251,697	$89.7M
7	One Madison Group LLC	2.74%	80,000	$28.5M
8	Dividend Assets Capital, LLC	2.70%	39,203	$14.0M
9	Dixon Mitchell Investment Counsel Inc.	2.44%	210,971	$75.1M
10	KP Management LLC	2.26%	33,750	$12.0M
11	Duncker Streett & Co Inc	2.16%	35,875	$12.8M
12	Accuvest Global Advisors	2.07%	6,739	$2.4M
13	Eos Management, L.P.	1.77%	12,537	$4.5M
14	Bath Savings Trust Co	1.74%	47,028	$16.8M
15	Ithaka Group LLC	1.58%	24,466	$8.7M
16	Strategic Planning Group, LLC	1.55%	39,847	$14.2M
17	Oath Planning, LLC	1.54%	5,808	$2.1M
18	Ilex Capital Partners (UK) LLP	1.48%	202,555	$72.1M
19	Sawgrass Asset Management LLC	1.47%	31,354	$11.2M
20	Postrock Partners LLC	1.44%	9,922	$3.5M
21	PFS Partners, LLC	1.44%	9,957	$3.5M
22	Snider Financial Group	1.42%	15,644	$5.6M
23	NZS Capital, LLC	1.41%	153,023	$54.5M
24	MinichMacGregor Wealth Management, LLC	1.24%	22,870	$8.1M
25	Lagoda Investment Management, L.P.	1.17%	6,000	$2.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Heico Corp New (HEI)

What does the Smart Money Trend signal show for HEI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HEI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HEI?

Slight buying edge — 50% buying: Last quarter: 369 funds bought or added vs 366 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HEI holders?

Elite ownership — 59% AUM from top-100 funds: 67 of 766 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in HEI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HEI?

57% of holders stayed for 2+ years: 438 out of 769 hedge funds have held HEI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Heico Corp New (HEI)

Smart Money Signals — HEI

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

Slight buying edge — 50% buying

More new buyers each quarter (+14 vs last Q)

57% of holders stayed for 2+ years

Buying through price weakness — shares +67%, value +27%

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 24% newcomers

Elite ownership — 59% AUM from top-100 funds

Institutional Sentiment Summary — HEI

Hedge Fund Ownership: HEI

Market Analysis: HEI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HEI

Hedge Fund Positioning: HEI

Statistics: HEI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Heico Corp New (HEI)

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