Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Heico Corp New (HEI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -12
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — HEI

Based on 740 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HEI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
740 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 — +17% more funds vs a year ago

fund count last 6Q
+105 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

352 buying369 selling
Last quarter: 369 funds reduced or exited vs 352 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 113 → 79 → 119 → 102. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new
415 out of 740 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 +1%, value -14%

Value
-14%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -14%. 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

112 → 113 → 79 → 119 → 102 new funds/Q
New funds entering each quarter: 113 → 79 → 119 → 102. A growing number of institutions are discovering HEI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 27% newcomers

■ 60% veterans ■ 13% 1-2yr ■ 27% new
Entry-cohort mix of 757 holders: 457 (60%) are 2+ year veterans, 99 entered 1–2 years ago, and 201 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
66 of 738 holders are among the 100 largest funds by AUM, controlling 46% 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.

Institutional Sentiment Summary — HEI

In 2026 Q1, 352 hedge funds were net buyers of HEI (102 opened a new position, 250 added to an existing one), while 369 reduced or exited (255 trimmed, 114 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 46% of total institutional value in HEI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -12 funds (more exits than new entries). Total institutional holders: 740.

Hedge Fund Ownership: HEI

How many hedge funds hold HEI — quarterly history vs. share price
Quarterly hedge fund ownership of HEI vs. share price

Market Analysis: HEI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HEI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Heico Corp New (HEI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HEI has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
HEI
+23.0%
XLI
+11.0%

HEI outperformed XLI by +12.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
HEI
+16.8%
XLI
+4.8%

Since the filing became public, HEI outperformed XLI by +12.0% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

46 top-rated funds 5 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: HEI
733 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 733 752 -2.53%
13F Shares 42M 41M 1.17%
Total Value $11.10B $12.91B -14.04%
New Positions 100 119 -19
Increased Positions 246 252 -6
Closed Positions 119 71 +48
Reduced Positions 248 232 +16
Total Calls 11 10 10.0%
Total Puts 8 9 -11.11%
PUT/CALL Ratio 0.73 0.9 Neutral

Statistics: HEI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

733 + 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:
Top 25 HEI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Obion Capital Management LP 4.20% 15,534 $4.3M
2 Cutter & CO Brokerage, Inc. 4.09% 64,647 $17.3M
3 Telemark Asset Management, LLC 3.55% 140,000 $38.4M
4 EULAV Asset Management 2.83% 322,697 $88.5M
5 Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2.73% 13,366 $3.7M
6 Riverbridge Partners LLC 2.73% 406,226 $111.4M
7 Carderock Capital Management Inc 2.54% 37,525 $10.3M
8 One Madison Group LLC 2.38% 75,000 $20.6M
9 KP Management LLC 2.19% 32,750 $9.0M
10 Duncker Streett & Co Inc 2.13% 40,820 $11.2M
11 Dividend Assets Capital, LLC 2.03% 37,034 $10.2M
12 Accuvest Global Advisors 1.94% 7,593 $2.1M
13 Dixon Mitchell Investment Counsel Inc. 1.92% 201,424 $55.2M
14 MinichMacGregor Wealth Management, LLC 1.77% 36,613 $10.0M
15 Eos Management, L.P. 1.59% 13,463 $3.7M
16 NZS Capital, LLC 1.49% 162,462 $44.5M
17 Oath Planning, LLC 1.46% 5,984 $1.6M
18 Strategic Planning Group, LLC 1.45% 37,893 $10.4M
19 Bath Savings Trust Co 1.34% 45,656 $12.5M
20 Mar Vista Investment Partners LLC 1.31% 47,726 $13.1M
21 Postrock Partners LLC 1.26% 9,922 $2.7M
22 PFS Partners, LLC 1.25% 9,957 $2.7M
23 Snider Financial Group 1.25% 15,052 $4.1M
24 Kingdon Capital Management, L.L.C. 1.20% 40,000 $11.0M
25 Anthracite Investment Company, Inc. 1.16% 7,000 $2.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HEI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HEI?

More sellers than buyers — 49% buying: Last quarter: 369 funds reduced or exited vs 352 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HEI holders?

Elite ownership — 46% AUM from top-100 funds: 66 of 738 holders are among the 100 largest funds by AUM, controlling 46% 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?

56% of holders stayed for 2+ years: 415 out of 740 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.

Is it too late to buy Heico Corp New (HEI) following the 2026 Q1 hedge fund 13F filings?

As of today, HEI has moved +16.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +12.0%. Since the quarter end (March 31, 2026), HEI has gained +23.0% vs +11.0% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →