HEICO Corp Class A
HEI.A
220 hedge funds and large institutions have $4.01B invested in HEICO Corp Class A in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 31 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
0.07% more ownership
Funds ownership: 79.87% → 79.94% (+0.07%)
1% less funds holding
Funds holding: 222 → 220 (-2)
6% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 79
6% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 31
16% less capital invested
Capital invested by funds: $4.8B → $4.01B (-$789M)
82% less call options, than puts
Call options by funds: $7K | Put options by funds: $38K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$97.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.5M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$24.8M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$23.1M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$83.5M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$28.8M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$26M |
| 4 |
JP Morgan Chase
New York
|
-$25M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$19.6M |
HEI.A Hedge Fund Activity: Q4 2018 in Review
220 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2018, worth a combined $4.01B — down 16% from $4.8B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of HEI.A and 29 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 74 added.
The largest buyer was Fidelity Investments, adding an estimated $97.5M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $83.5M.
- 220 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2018, down from 222 in Q3 2018.
- Funds reported $4.01B of HEICO Corp Class A stock for Q4 2018, down 16% quarter-over-quarter.
- 29 funds opened new HEICO Corp Class A positions in Q4 2018 and 31 closed out, a net change of -2 holders.
- The largest HEICO Corp Class A buyer in Q4 2018 was Fidelity Investments, an estimated $97.5M added.
- The largest HEICO Corp Class A seller in Q4 2018 was Kayne Anderson Rudnick Investment Management, an estimated $83.5M sold.
Based on aggregated 13F filings for Q4 2018.