Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Heico Corp New (HEI/A)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — HEI/A

Based on 616 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added HEI/A 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
616 hedge funds hold HEI/A 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 — +16% more funds vs a year ago

fund count last 6Q
+85 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

336 buying257 selling
Last quarter: 336 funds bought or added vs 257 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.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 65 → 65 → 96 → 80. 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.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
350 out of 616 hedge funds have held HEI/A 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 -2%, value -19%

Value
-19%
Shares
-2%
Last quarter: funds added -2% more shares while total portfolio value only changed -19%. 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

89 → 65 → 65 → 96 → 80 new funds/Q
New funds entering each quarter: 65 → 65 → 96 → 80. A growing number of institutions are discovering HEI/A each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 28% newcomers

■ 60% veterans ■ 12% 1-2yr ■ 28% new
Entry-cohort mix of 617 holders: 372 (60%) are 2+ year veterans, 75 entered 1–2 years ago, and 170 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
60 of 614 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in HEI/A. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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/A

In 2026 Q1, 336 hedge funds were net buyers of HEI/A (80 opened a new position, 256 added to an existing one), while 257 reduced or exited (183 trimmed, 74 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in HEI/A is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 616.

Hedge Fund Ownership: HEI/A

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

Market Analysis: HEI/A

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HEI/A

-- --

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

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

Signal Freshness measures how much HEI/A 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 · 76d ago
HEI/A
+17.1%
XLI
+8.9%

HEI/A outperformed XLI by +8.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
HEI/A
+14.2%
XLI
+329.7%

Since the filing became public, HEI/A outperformed XLI by -315.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 12 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: HEI/A
611 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 611 610 0.16%
13F Shares 68M 70M -2.53%
Total Value $14.21B $17.58B -19.19%
New Positions 78 96 -18
Increased Positions 254 191 +63
Closed Positions 77 50 +27
Reduced Positions 182 201 -19
Total Calls 2 1 100.0%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 2.0 Bullish

Statistics: HEI/A

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)

611 + investors

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

QUARTER:
Top 25 HEI/A holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Silver Heights Capital Management Inc 16.17% 199,351 $42.1M
2 Advaya LLP 13.88% 94,520 $20.0M
3 Immersion Capital LLP 11.73% 48,566 $10.3M
4 Lansing Management LP 11.22% 80,005 $16.9M
5 Applied Fundamental Research, LLC 11.12% 39,921 $8.4M
6 Visualize Group LP 10.67% 122,790 $25.9M
7 RIHO Partners, LLC 8.45% 52,929 $13.4M
8 Maren Capital LLC 8.37% 757,713 $159.9M
9 Zeno Equity Partners LLP 8.31% 286,443 $20.5M
10 Port Capital LLC 7.75% 826,086 $174.4M
11 Gobi Capital LLC 7.18% 611,483 $129.1M
12 Alpine Peaks Capital, LP 7.17% 33,669 $7.1M
13 Crown Oak Advisors, LLC 6.94% 65,514 $13.8M
14 Quantum Capital Management, LLC / NJ 6.34% 234,710 $49.5M
15 Logan Stone Capital, LLC 5.77% 98,461 $20.8M
16 Giverny Capital Inc. 5.71% 738,482 $155.9M
17 Local Pensions Partnership Investment Ltd 5.59% 1,414,810 $258.9M
18 Ironvine Capital Partners, LLC 5.44% 234,450 $49.5M
19 Catawba River Capital 5.44% 53,236 $11.3M
20 Deltroit Asset Management (UK) LLP 5.01% 147,675 $31.2M
21 Obion Capital Management LP 4.02% 19,326 $4.1M
22 PYA Waltman Capital, LLC 3.65% 62,436 $13.2M
23 Schwartz Investment Counsel Inc 3.33% 443,590 $93.6M
24 Triad Investment Management 3.20% 36,830 $8.7M
25 Df Dent & Co Inc 3.14% 777,018 $164.0M
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/A)

What does the Smart Money Trend signal show for HEI/A?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added HEI/A 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/A?

Slight buying edge — 57% buying: Last quarter: 336 funds bought or added vs 257 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/A holders?

Elite ownership — 42% AUM from top-100 funds: 60 of 614 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in HEI/A. 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/A?

57% of holders stayed for 2+ years: 350 out of 616 hedge funds have held HEI/A 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/A) following the 2026 Q1 hedge fund 13F filings?

As of today, HEI/A has moved +14.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +329.7% for the XLI sector ETF — an outperformance of -315.5%. Since the quarter end (March 31, 2026), HEI/A has gained +17.1% vs +8.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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 →