We are live on ! Find out more
HEI.A icon

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
Teacher Retirement System of Texas
101
Teacher Retirement System of Texas
Texas
$1.31M +$962K +19,672 +316%
CRC
102
Curi RMB Capital
Illinois
$1.17M -$35.4K -724 -3%
KA
103
Kaizen Advisory
Illinois
$1.13M +$1.09M +22,303 New
BUB
104
BBVA USA Bancshares
Texas
$1.12M -$63.6K -1,300 -6%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$992K -$201K -4,100 -17%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$949K -$60K -1,227 -6%
Federated Hermes
107
Federated Hermes
Pennsylvania
$904K -$18.7K -382 -2%
Barclays
108
Barclays
United Kingdom
$899K -$234K -4,781 -21%
JG
109
Jefferies Group
New York
$804K +$384K +7,859 +98%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$786K +$9.68K +198 +1%
AB
111
Amalgamated Bank
New York
$762K +$39.9K +816 +6%
CI
112
Cigna Investments
Connecticut
$758K +$103K +2,114 +16%
URS
113
Utah Retirement Systems
Utah
$707K +$7.63K +156 +1%
MAM
114
Meeder Asset Management
Ohio
$672K -$27.6K -564 -4%
CG
115
Cutler Group
California
$577K +$63.5K +1,298 +13%
Stifel Financial
116
Stifel Financial
Missouri
$563K +$136K +2,775 +33%
Rafferty Asset Management
117
Rafferty Asset Management
New York
$555K +$155K +3,170 +41%
Squarepoint
118
Squarepoint
New York
$551K -$173K -3,544 -25%
MWP
119
MYCIO Wealth Partners
Pennsylvania
$519K
Canada Life
120
Canada Life
Manitoba, Canada
$519K +$103K +2,096 +26%
AA
121
ALPS Advisors
Colorado
$517K
CB
122
Commerce Bank
Missouri
$505K -$5.33K -109 -1%
RG
123
Renaissance Group
Kentucky
$504K +$2.98K +61 +0.6%
CSS
124
Cubist Systematic Strategies
Connecticut
$496K +$156K +3,180 +48%
SAM
125
Sawgrass Asset Management
Florida
$449K -$391 -8 -0.1%

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.