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HEICO Corp Class A
HEI.A

85 hedge funds and large institutions have $1.35B invested in HEICO Corp Class A in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

5% more funds holding

Funds holding: 81 → 85 (+4)

1.28% more ownership

Funds ownership: 152.45% → 153.73% (+1.3%)

4% more capital invested

Capital invested by funds: $1.3B → $1.35B (+$51.4M)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
10
Increased
31
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
+$9.42M
2
EBIM
Eagle Boston Investment Management
Massachusetts
+$9M
3
OCAM
Onex Canada Asset Management
Ontario, Canada
+$7.87M
4
BCM
Bares Capital Management
Texas
+$6.03M
5
JHIU
Janus Henderson Investors US
Colorado
+$3.95M

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$9.79M
2
SCM
Snyder Capital Management
California
-$6.58M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.6M
4
Wells Fargo
Wells Fargo
California
-$3.43M
5
GCIA
Gabelli & Co Investment Advisers
New York
-$2.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
76
WFG Advisors
Texas
$17K +$17.1K +777 New
TIM
77
Tortoise Investment Management
New York
$14K – – –
TRCT
78
Tower Research Capital (TRC)
New York
$9K -$16.3K -740 -65%
Creative Planning
79
Creative Planning
Kansas
$8K +$8.08K +367 New
BFA
80
BlackRock Fund Advisors
California
$5K – – –
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$4K -$5.15K -234 -55%
CTC
82
Central Trust Company
Missouri
$4K +$4.43K +201 New
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$1K +$639 +29 New
Citigroup
84
Citigroup
New York
$1K +$1.08K +49 New
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75 -$8.39K -381 -10%
BRAM
86
Black River Asset Management
Minnesota
– -$1.93M -89,664 Closed
PI
87
Placemark Investments
Illinois
– -$411K -19,086 Closed
GI
88
GAMCO Investors
Connecticut
– -$258K -11,963 Closed
CS
89
Credit Suisse
Switzerland
– -$234K -10,861 Closed
HNB
90
Huntington National Bank
Ohio
– -$153K -7,092 Closed
MA
91
MUFG Americas
New York
– -$24K -1,135 Closed
1 2 3
4

HEI.A Hedge Fund Activity: Q1 2014 in Review

85 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2014, worth a combined $1.35B — up 4% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HEI.A positions and 6 closed out — a net gain of 4 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Select Equity Group, adding an estimated $9.42M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $9.79M.

  • 85 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2014, up from 81 in Q4 2013.
  • Funds reported $1.35B of HEICO Corp Class A stock for Q1 2014, up 4% quarter-over-quarter.
  • 10 funds opened new HEICO Corp Class A positions in Q1 2014 and 6 closed out, a net change of +4 holders.
  • The largest HEICO Corp Class A buyer in Q1 2014 was Select Equity Group, an estimated $9.42M added.
  • The largest HEICO Corp Class A seller in Q1 2014 was Kayne Anderson Rudnick Investment Management, an estimated $9.79M sold.

Based on aggregated 13F filings for Q1 2014.