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HEICO Corp Class A

232 hedge funds and large institutions have $5.49B invested in HEICO Corp Class A in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $18K | Put options by funds: $9K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

37% more capital invested

Capital invested by funds: $4.01B → $5.49B (+$1.48B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

5% more funds holding

Funds holding: 220232 (+12)

2.03% more ownership

Funds ownership: 79.94%81.97% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

Holders
232
Holders Change
+12
Holders Change %
+5.45%
% of All Funds
5.02%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
34
Increased
77
Reduced
71
Closed
21
Calls
$18K
Puts
$9K
Net Calls
+$9K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
151
HSBC Holdings
United Kingdom
$398K -$844K -11,504 -71%
MCIM
152
Meadow Creek Investment Management
Georgia
$397K +$115K +1,564 +49%
CAL
153
Capital Analysts LLC
Pennsylvania
$395K
SO
154
STRS Ohio
Ohio
$390K -$71.8K -979 -17%
Macquarie Group
155
Macquarie Group
Australia
$388K +$339K +4,619 New
Prudential Financial
156
Prudential Financial
New Jersey
$385K +$6.89K +94 +2%
OAM
157
Oppenheimer Asset Management
New York
$384K +$1.1K +15 +0.3%
FQ
158
First Quadrant
California
$379K
FCI
159
Financial Counselors Inc
Kansas
$367K +$320K +4,367 New
FA
160
FDx Advisors
Illinois
$364K -$124K -1,693 -28%
BNP Paribas Financial Markets
161
BNP Paribas Financial Markets
France
$359K +$122K +1,660 +64%
QSS
162
Quantitative Systematic Strategies
Florida
$355K -$816K -11,130 -72%
BTS
163
BB&T Securities
Virginia
$354K +$74.1K +1,010 +31%
AIL
164
AGF Investments LLC
Ontario, Canada
$344K +$733 +10 +0.2%
EP
165
Elkfork Partners
Oregon
$327K +$94.4K +1,288 +49%
AGM
166
Alpine Global Management
New York
$307K +$268K +3,651 New
IIC
167
Ironwood Investment Counsel
Arizona
$290K
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$282K +$5.06K +69 +2%
Creative Planning
169
Creative Planning
Kansas
$261K +$228K +3,103 New
GHCM
170
Glen Harbor Capital Management
California
$257K +$74.2K +1,012 +49%
MAP
171
Moody Aldrich Partners
Massachusetts
$255K +$222K +3,032 New
RJFSA
172
Raymond James Financial Services Advisors
Florida
$253K +$220K +3,006 New
JMPWA
173
JP Morgan Private Wealth Advisors
California
$253K +$221K +3,009 New
TC
174
TradeLink Capital
Illinois
$252K +$220K +3,000 New
N
175
Nuveen
North Carolina
$245K +$214K +2,915 New

HEI.A Hedge Fund Activity: Q1 2019 in Review

232 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2019, worth a combined $5.49B — up 37% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new HEI.A positions and 21 closed out — a net gain of 13 holders — while 77 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $135M. The largest seller was Janus Henderson Group, cutting an estimated $26.5M.

  • 232 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2019, up from 220 in Q4 2018.
  • Funds reported $5.49B of HEICO Corp Class A stock for Q1 2019, up 37% quarter-over-quarter.
  • 34 funds opened new HEICO Corp Class A positions in Q1 2019 and 21 closed out, a net change of +13 holders.
  • The largest HEICO Corp Class A buyer in Q1 2019 was Morgan Stanley, an estimated $135M added.
  • The largest HEICO Corp Class A seller in Q1 2019 was Janus Henderson Group, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2019.