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HEICO Corp Class A
HEI.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: 9 → 11 (+2)

5% more funds holding

Funds holding: 220 → 232 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$135M
2
Ameriprise
Ameriprise
Minnesota
+$43.1M
3
UBS AM
UBS AM
Illinois
+$23.9M
4
ACB
Aristotle Capital Boston
Massachusetts
+$19.6M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$14M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$26.5M
2
Millennium Management
Millennium Management
New York
-$19.3M
3
BlackRock
BlackRock
New York
-$17.1M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$17M
5
WA
Wasatch Advisors
Utah
-$15.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$54.2M +$290K +3,957 +0.6%
Principal Financial Group
27
Principal Financial Group
Iowa
$54M +$8.13M +110,814 +21%
OTPPB
28
Ontario Teachers' Pension Plan Board
Ontario, Canada
$51.4M – – –
SIC
29
Schwartz Investment Counsel
Michigan
$45.6M +$2.61M +35,635 +7%
Westfield Capital Management
30
Westfield Capital Management
Massachusetts
$43.7M +$2.56M +34,955 +7%
RJA
31
Raymond James & Associates
Florida
$43.1M +$529K +7,214 +1%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$41.2M -$1.95M -26,531 -5%
QCMNJ
33
Quantum Capital Management (New Jersey)
New Jersey
$40.9M +$27.5K +375 +0.1%
PCM
34
Palisade Capital Management
New Jersey
$40.6M -$3.54M -48,283 -9%
GC
35
Giverny Capital
Quebec, Canada
$39.7M +$1.17M +15,911 +3%
Allianz Asset Management
36
Allianz Asset Management
Germany
$39.7M +$14M +191,303 +68%
UBS AM
37
UBS AM
Illinois
$37.9M +$23.9M +325,542 +259%
Northern Trust
38
Northern Trust
Illinois
$32.9M -$122K -1,662 -0.4%
TCIM
39
TIAA CREF Investment Management
New York
$32.6M +$1.88M +25,631 +7%
ACB
40
Aristotle Capital Boston
Massachusetts
$30.1M +$19.6M +266,755 +291%
RA
41
Royce & Associates
New York
$28.7M -$1.15M -15,700 -4%
Charles Schwab
42
Charles Schwab
California
$28.7M +$2.1M +28,614 +9%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$25.8M -$331K -4,516 -1%
MWA
44
Marshall Wace Asia
Hong Kong
$25.7M +$3.21M +43,794 +17%
MG
45
Markel Group
Virginia
$25.6M +$880K +12,000 +4%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$20.7M +$162K +2,206 +0.9%
BAMCO Inc
47
BAMCO Inc
New York
$20.1M – – –
Wells Fargo
48
Wells Fargo
California
$17.8M -$183K -2,496 -1%
ECAM
49
East Coast Asset Management
Massachusetts
$17M +$268K +3,655 +2%
TA
50
Teachers Advisors
New York
$15M +$65.4K +892 +0.5%
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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.