We are live on ! Find out more
HEI.A icon

HEICO Corp Class A

232 hedge funds and large institutions have $5.49B invested in HEICO Corp Class A in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $18K | Put options by funds: $9K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

37% more capital invested

Capital invested by funds: $4.01B → $5.49B (+$1.48B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

5% more funds holding

Funds holding: 220232 (+12)

2.03% more ownership

Funds ownership: 79.94%81.97% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

Holders
232
Holders Change
+12
Holders Change %
+5.45%
% of All Funds
5.02%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
34
Increased
77
Reduced
71
Closed
21
Calls
$18K
Puts
$9K
Net Calls
+$9K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
226
Regions Financial Corp
Alabama
$1K
SF
227
Synovus Financial
Georgia
$1K
VFA
228
Valeo Financial Advisors
Indiana
$1K
WCM
229
WealthBridge Capital Management
Ohio
$1K
PFO
230
Pathstone Family Office
New Jersey
$1K +$440 +6 New
KPF
231
K2 Principal Fund
Ontario, Canada
-$4.09M -64,925 Closed
Bank of Nova Scotia
232
Bank of Nova Scotia
Ontario, Canada
-$2.02M -32,000 Closed
HCM
233
Highbridge Capital Management
New York
-$1.58M -25,100 Closed
Federated Hermes
234
Federated Hermes
Pennsylvania
-$895K -14,201 Closed
Canada Pension Plan Investment Board
235
Canada Pension Plan Investment Board
Ontario, Canada
-$888K -14,100 Closed
SAM
236
Sawgrass Asset Management
Florida
-$681K -10,813 Closed
TI
237
Trexquant Investment
Connecticut
-$549K -8,712 Closed
Tudor Investment Corp
238
Tudor Investment Corp
Connecticut
-$354K -5,622 Closed
AWM
239
AE Wealth Management
Kansas
-$224K -3,557 Closed
SS
240
Simplicity Solutions
Minnesota
-$224K -3,557 Closed
SSA
241
Schonfeld Strategic Advisors
New York
-$208K -3,300 Closed
Marshall Wace
242
Marshall Wace
United Kingdom
-$183K -2,904 Closed
SFSIG
243
San Francisco Sentry Investment Group
California
-$103K -1,638 Closed
FIA
244
FNY Investment Advisers
New York
-$38K -613 Closed
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
-$22K -343 Closed
MOS
246
MGO One Seven
Ohio
-$14K -232 Closed
JA
247
JOYN Advisors
Georgia
-$4K -58 Closed
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
-$3K -43 Closed
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
-$3K -41 Closed
IIM
250
Ipswich Investment Management
Massachusetts
-$2K -25 Closed

HEI.A Hedge Fund Activity: Q1 2019 in Review

232 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2019, worth a combined $5.49B — up 37% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new HEI.A positions and 21 closed out — a net gain of 13 holders — while 77 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $135M. The largest seller was Janus Henderson Group, cutting an estimated $26.5M.

  • 232 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2019, up from 220 in Q4 2018.
  • Funds reported $5.49B of HEICO Corp Class A stock for Q1 2019, up 37% quarter-over-quarter.
  • 34 funds opened new HEICO Corp Class A positions in Q1 2019 and 21 closed out, a net change of +13 holders.
  • The largest HEICO Corp Class A buyer in Q1 2019 was Morgan Stanley, an estimated $135M added.
  • The largest HEICO Corp Class A seller in Q1 2019 was Janus Henderson Group, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2019.