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

HEICO Corp Class A

81 hedge funds and large institutions have $1.27B invested in HEICO Corp Class A in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0.52% more ownership

Funds ownership: 153.73%154.24% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less funds holding

Funds holding: 8581 (-4)

6% less capital invested

Capital invested by funds: $1.35B → $1.27B (-$81.9M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
4
Increased
29
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWAM
1
Columbia Wanger Asset Management
Illinois
$218M +$2.09M +99,609 +1%
JHIU
2
Janus Henderson Investors US
Colorado
$193M -$8.43M -402,131 -4%
WA
3
Wasatch Advisors
Utah
$89.6M +$3.36M +160,115 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$75.3M +$993K +47,328 +1%
SCM
5
Snyder Capital Management
California
$63.9M +$5.12M +243,930 +9%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$63.4M -$24.6M -1,171,679 -28%
BCM
7
Bares Capital Management
Texas
$58.3M +$9.15M +436,143 +18%
ACH
8
ArrowMark Colorado Holdings
Colorado
$56.2M +$11M +525,203 +24%
RIM
9
RS Investment Management
California
$54.2M +$9.13M +435,455 +20%
RA
10
Royce & Associates
New York
$40.8M -$2.64M -125,830 -6%
OCAM
11
Onex Canada Asset Management
Ontario, Canada
$34.6M +$2.33M +111,075 +7%
BIT
12
BlackRock Institutional Trust
California
$31.6M -$74.9K -3,573 -0.2%
ACM
13
Atlanta Capital Management
Georgia
$26.1M -$542K -25,828 -2%
TAM
14
Tiverton Asset Management
Delaware
$21.8M
Select Equity Group
15
Select Equity Group
New York
$20.8M +$7.6M +362,432 +57%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$20.7M +$119K +5,679 +0.6%
PCM
17
Palisade Capital Management
New Jersey
$18.7M -$83.3K -3,972 -0.4%
BBHC
18
Brown Brothers Harriman & Co
New York
$16.5M
Deutsche Bank
19
Deutsche Bank
Germany
$12.6M -$757K -36,112 -6%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$11.4M +$191K +9,091 +2%
Norges Bank
21
Norges Bank
Norway
$11.2M -$3M -143,143 -21%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$9.91M +$10M +476,836 New
RJA
23
Raymond James & Associates
Florida
$8.54M +$134K +6,408 +2%
EBIM
24
Eagle Boston Investment Management
Massachusetts
$8.44M -$57.4K -2,735 -0.7%
HK
25
Horizon Kinetics
New York
$8.4M -$981K -46,756 -10%

HEI.A Hedge Fund Activity: Q2 2014 in Review

81 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2014, worth a combined $1.27B — down 6.1% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HEI.A and 4 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 29 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $11M. The largest seller was T. Rowe Price Associates, cutting an estimated $24.6M.

  • 81 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2014, down from 85 in Q1 2014.
  • Funds reported $1.27B of HEICO Corp Class A stock for Q2 2014, down 6.1% quarter-over-quarter.
  • 4 funds opened new HEICO Corp Class A positions in Q2 2014 and 7 closed out, a net change of -3 holders.
  • The largest HEICO Corp Class A buyer in Q2 2014 was ArrowMark Colorado Holdings, an estimated $11M added.
  • The largest HEICO Corp Class A seller in Q2 2014 was T. Rowe Price Associates, an estimated $24.6M sold.

Based on aggregated 13F filings for Q2 2014.