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HEICO Corp Class A

183 hedge funds and large institutions have $3.18B invested in HEICO Corp Class A in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

11% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 63

4% more funds holding

Funds holding: 176183 (+7)

4% more capital invested

Capital invested by funds: $3.05B → $3.18B (+$134M)

0.91% more ownership

Funds ownership: 123.46%124.37% (+0.91%)

50% less call options, than puts

Call options by funds: $2K | Put options by funds: $4K

Holders
183
Holders Change
+7
Holders Change %
+3.98%
% of All Funds
4.15%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
26
Increased
70
Reduced
63
Closed
18
Calls
$2K
Puts
$4K
Net Calls
-$2K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
KPF
76
K2 Principal Fund
Ontario, Canada
$2.75M +$1.89M +38,605 +245%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$2.59M +$229K +4,677 +10%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$2.53M -$2.88M -58,803 -54%
Daiwa Securities Group
79
Daiwa Securities Group
Japan
$2.49M +$2.4M +49,173 New
FTIOP
80
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.4M +$2.32M +47,531 New
GHCM
81
Glen Harbor Capital Management
California
$2.27M -$1.01M -20,728 -32%
AllianceBernstein
82
AllianceBernstein
Tennessee
$2.23M -$11.4K -234 -0.5%
Legal & General Group
83
Legal & General Group
United Kingdom
$2.22M +$296K +6,050 +16%
Invesco
84
Invesco
Georgia
$2.12M +$76.1K +1,557 +4%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$2.08M +$469K +9,582 +30%
SRAM
86
Stone Ridge Asset Management
New York
$2.07M +$2M +40,897 New
Principal Financial Group
87
Principal Financial Group
Iowa
$1.95M -$4.99K -102 -0.3%
PPA
88
Parametric Portfolio Associates
Washington
$1.86M +$703K +14,371 +64%
PMAM
89
Picton Mahoney Asset Management
Ontario, Canada
$1.85M -$187K -3,817 -9%
AAM
90
Azzad Asset Management
Virginia
$1.83M +$91.3K +1,868 +5%
M&T Bank
91
M&T Bank
New York
$1.75M +$22.2K +453 +1%
DDC
92
DF Dent & Co
Maryland
$1.75M +$2.49K +51 +0.1%
Deutsche Bank
93
Deutsche Bank
Germany
$1.7M +$781K +15,976 +90%
NA
94
Neuburgh Advisers
California
$1.65M -$737K -15,075 -32%
EBIM
95
Eagle Boston Investment Management
Massachusetts
$1.57M -$489K -9,990 -24%
CAM
96
ClariVest Asset Management
California
$1.51M +$1.46M +29,844 New
SA
97
Strategic Advisors
New York
$1.46M -$34.1K -698 -2%
William Blair & Company
98
William Blair & Company
Illinois
$1.42M -$254K -5,186 -16%
SEI Investments
99
SEI Investments
Pennsylvania
$1.41M +$1.34M +27,319 +4,726%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$1.4M -$56.1K -1,147 -4%

HEI.A Hedge Fund Activity: Q4 2017 in Review

183 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2017, worth a combined $3.18B — up 4.4% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HEI.A positions and 18 closed out — a net gain of 8 holders — while 70 added to existing stakes and 63 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $24.2M. The largest seller was Atlanta Capital Management, exiting entirely with an estimated $30.1M sold.

  • 183 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2017, up from 176 in Q3 2017.
  • Funds reported $3.18B of HEICO Corp Class A stock for Q4 2017, up 4.4% quarter-over-quarter.
  • 26 funds opened new HEICO Corp Class A positions in Q4 2017 and 18 closed out, a net change of +8 holders.
  • The largest HEICO Corp Class A buyer in Q4 2017 was Fidelity Investments, an estimated $24.2M added.
  • The largest HEICO Corp Class A seller in Q4 2017 was Atlanta Capital Management, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2017.