HEICO Corp Class A
HEI.A
312 hedge funds and large institutions have $5.42B invested in HEICO Corp Class A in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 30 closing their positions.
70% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 30
25% more capital invested
Capital invested by funds: $4.32B → $5.42B (+$1.1B)
20% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 101
7% more funds holding
Funds holding: 292 → 312 (+20)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
1.06% less ownership
Funds ownership: 83.98% → 82.92% (-1.1%)
74% less call options, than puts
Call options by funds: $1.12M | Put options by funds: $4.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$150M |
| 2 |
Goldman Sachs
New York
|
+$32.6M |
| 3 |
BlackRock
New York
|
+$32M |
| 4 |
Morgan Stanley
New York
|
+$24.3M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$155M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$62.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$61M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$31.5M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$30.1M |
HEI.A Hedge Fund Activity: Q2 2020 in Review
312 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2020, worth a combined $5.42B — up 25% from $4.32B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new HEI.A positions and 30 closed out — a net gain of 21 holders — while 121 added to existing stakes and 101 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $150M. The largest seller was Fidelity Investments, cutting an estimated $155M.
- 312 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2020, up from 292 in Q1 2020.
- Funds reported $5.42B of HEICO Corp Class A stock for Q2 2020, up 25% quarter-over-quarter.
- 51 funds opened new HEICO Corp Class A positions in Q2 2020 and 30 closed out, a net change of +21 holders.
- The largest HEICO Corp Class A buyer in Q2 2020 was Principal Financial Group, an estimated $150M added.
- The largest HEICO Corp Class A seller in Q2 2020 was Fidelity Investments, an estimated $155M sold.
Based on aggregated 13F filings for Q2 2020.