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
AIMCA
51
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14M
KCM
52
Kornitzer Capital Management
Kansas
$13.7M +$11.9M +162,550 New
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$13.5M -$415K -5,658 -3%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$12.7M +$191K +2,600 +2%
PI
55
Putnam Investments
Massachusetts
$12.3M
BFM
56
Boston Financial Management
Massachusetts
$12.1M +$493K +6,724 +5%
BAM
57
Bruderman Asset Management
New York
$11.9M
Swiss National Bank
58
Swiss National Bank
Switzerland
$11.6M +$301K +4,100 +3%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$11.5M -$572K -7,801 -5%
TAM
60
Telemark Asset Management
Massachusetts
$10.5M +$9.17M +125,000 New
DDC
61
DF Dent & Co
Maryland
$10.3M +$6.7M +91,422 +299%
UBS Group
62
UBS Group
Switzerland
$10.2M +$2.73M +37,260 +44%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$10.1M -$4.14M -56,405 -32%
Millennium Management
64
Millennium Management
New York
$9.83M -$19.3M -263,496 -69%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$8.95M -$4.48M -61,036 -36%
LCM
66
Landscape Capital Management
New Jersey
$8.88M -$10.3M -140,175 -57%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.74M -$785K -10,709 -10%
VWM
68
Venturi Wealth Management
Texas
$7.15M
Bank of America
69
Bank of America
North Carolina
$6.81M -$2.08M -28,330 -26%
FTIOP
70
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.74M +$24.2K +330 +0.4%
CS
71
Credit Suisse
Switzerland
$6.7M +$833K +11,367 +17%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$6.51M +$113K +1,535 +2%
Legal & General Group
73
Legal & General Group
United Kingdom
$6.37M +$2.67M +36,350 +92%
CCA
74
Conestoga Capital Advisors
Pennsylvania
$6.36M +$9.09K +124 +0.2%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$5.7M +$332K +4,530 +7%

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.