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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
GWMIA
201
Global Wealth Management Investment Advisory
Florida
$40K
PCM
202
Penserra Capital Management
California
$36K +$32.3K +440 New
PMFA
203
Plante Moran Financial Advisors
Michigan
$31K +$440 +6 +2%
PCM
204
Prelude Capital Management
New York
$29K +$25.7K +350 New
PCP
205
Proficio Capital Partners
Massachusetts
$24K
BCA
206
Berman Capital Advisors
Georgia
$20K
MCM
207
MV Capital Management
Maryland
$20K
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.2K
PCG
209
Private Capital Group
Connecticut
$16K
O
210
OppenheimerFunds
New York
$10K -$246K -3,356 -96%
FHA
211
First Horizon Advisors
Tennessee
$10K
SIAS
212
Shine Investment Advisory Services
Colorado
$9K
CAM
213
Cresset Asset Management
Illinois
$9K +$7.7K +105 New
MIM
214
MetLife Investment Management
New Jersey
$8.74K +$73 +1 +1%
EARNEST Partners
215
EARNEST Partners
Georgia
$8K
SMFS
216
Squar Milner Financial Services
California
$8K
WAS
217
WESPAC Advisors SoCal
California
$8K
NFG
218
Next Financial Group
Texas
$5K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.15K +43 New
NFH
220
NEXT Financial Holdings
Texas
$5K +$4.18K +57 New
GWM
221
Geneos Wealth Management
Colorado
$4K
FPFS
222
First Personal Financial Services
North Carolina
$3K
S
223
SignatureFD
Georgia
$3K
HI
224
Hudock Inc
Pennsylvania
$2K +$1.83K +25 New
CFA
225
Carroll Financial Associates
North Carolina
$1K

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.