HEICO Corp Class A
HEI.A
161 hedge funds and large institutions have $2.2B invested in HEICO Corp Class A in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 52 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
25% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 52
15% more capital invested
Capital invested by funds: $1.91B → $2.2B (+$293M)
9% more funds holding
Funds holding: 148 → 161 (+13)
3.17% more ownership
Funds ownership: 153.82% → 156.98% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$43.6M |
| 2 |
JP Morgan Chase
New York
|
+$16M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.3M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$11.2M |
| 5 |
Renaissance Technologies
New York
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$35.3M |
| 2 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$24.2M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$18.2M |
| 4 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
-$10.7M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$10.5M |
HEI.A Hedge Fund Activity: Q4 2016 in Review
161 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2016, worth a combined $2.2B — up 15% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HEI.A positions and 7 closed out — a net gain of 14 holders — while 65 added to existing stakes and 52 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $43.6M. The largest seller was Victory Capital Management, cutting an estimated $35.3M.
- 161 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2016, up from 148 in Q3 2016.
- Funds reported $2.2B of HEICO Corp Class A stock for Q4 2016, up 15% quarter-over-quarter.
- 21 funds opened new HEICO Corp Class A positions in Q4 2016 and 7 closed out, a net change of +14 holders.
- The largest HEICO Corp Class A buyer in Q4 2016 was Wellington Management Group, an estimated $43.6M added.
- The largest HEICO Corp Class A seller in Q4 2016 was Victory Capital Management, an estimated $35.3M sold.
Based on aggregated 13F filings for Q4 2016.