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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
PHK
176
Point72 Hong Kong
Hong Kong
$5K +$5.18K +106 New
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$4K +$3.23K +66 New
BL
178
Balentine LLC
Georgia
$3K
GWM
179
Geneos Wealth Management
Colorado
$2K
STA
180
Summit Trail Advisors
New York
$2K +$1.91K +39 New
PCG
181
Private Capital Group
Connecticut
$9 +$9.19K +188 New
ACM
182
Atlanta Capital Management
Georgia
-$30.1M -616,916 Closed
BPIM
183
Brant Point Investment Management
New York
-$7.49M -153,475 Closed
Ameriprise
184
Ameriprise
Minnesota
-$1.3M -26,673 Closed
NFA
185
Nationwide Fund Advisors
Ohio
-$950K -19,484 Closed
B
186
Barings
North Carolina
-$945K -19,375 Closed
DTL
187
Dynamic Technology Lab
Singapore
-$926K -18,989 Closed
Verition Fund Management
188
Verition Fund Management
Connecticut
-$680K -13,948 Closed
Pacer Advisors
189
Pacer Advisors
Pennsylvania
-$658K -13,502 Closed
KPCM
190
Kings Point Capital Management
New York
-$381K -7,813 Closed
NI
191
Numeric Investors
Massachusetts
-$282K -5,781 Closed
GT
192
Glenmede Trust
Pennsylvania
-$144K -2,978 Closed
HNB
193
Huntington National Bank
Ohio
-$91K -1,858 Closed
QT
194
Quantbot Technologies
New York
-$90K -1,855 Closed
Bessemer Group
195
Bessemer Group
New Jersey
-$50K -1,016 Closed
AC
196
Alexandria Capital
Virginia
-$11K -219 Closed
MFW
197
Mosaic Family Wealth
Missouri
-$5K -97 Closed
NFG
198
Next Financial Group
Texas
-$3K -58 Closed
EARNEST Partners
199
EARNEST Partners
Georgia
+$98 +2 New
WAP
200
Wealthcare Advisory Partners
Pennsylvania
+$391 +8 New

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.