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HEICO Corp Class A

78 hedge funds and large institutions have $1.26B invested in HEICO Corp Class A in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.56% less ownership

Funds ownership: 154.24%153.69% (-0.56%)

1% less capital invested

Capital invested by funds: $1.27B → $1.26B (-$13.5M)

4% less funds holding

Funds holding: 8178 (-3)

63% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 41

Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
8
Increased
15
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWAM
1
Columbia Wanger Asset Management
Illinois
$215M -$1.5M -70,507 -0.7%
JHIU
2
Janus Henderson Investors US
Colorado
$187M -$5.01M -236,145 -3%
WA
3
Wasatch Advisors
Utah
$88.4M -$509K -23,992 -0.6%
BCM
4
Bares Capital Management
Texas
$76.4M +$19M +897,012 +32%
Vanguard Group
5
Vanguard Group
Pennsylvania
$75.2M +$429K +20,240 +0.6%
ACH
6
ArrowMark Colorado Holdings
Colorado
$67.8M +$12.3M +580,535 +21%
SCM
7
Snyder Capital Management
California
$57.3M -$6.29M -296,665 -10%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$54.5M -$8.6M -405,469 -13%
RIM
9
RS Investment Management
California
$54.5M +$794K +37,455 +1%
RA
10
Royce & Associates
New York
$39.4M -$1.17M -55,078 -3%
OCAM
11
Onex Canada Asset Management
Ontario, Canada
$34.3M -$45.2K -2,129 -0.1%
BIT
12
BlackRock Institutional Trust
California
$31.3M -$54.6K -2,576 -0.2%
Select Equity Group
13
Select Equity Group
New York
$29.5M +$9.13M +430,595 +43%
ACM
14
Atlanta Capital Management
Georgia
$25.6M -$315K -14,855 -1%
TAM
15
Tiverton Asset Management
Delaware
$21.6M
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$20.2M -$315K -14,836 -1%
PCM
17
Palisade Capital Management
New Jersey
$18.7M +$112K +5,285 +0.6%
BBHC
18
Brown Brothers Harriman & Co
New York
$16.4M
Wellington Management Group
19
Wellington Management Group
Massachusetts
$12.8M +$1.53M +72,288 +13%
Deutsche Bank
20
Deutsche Bank
Germany
$11M -$1.55M -72,939 -12%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$9.84M
M&T Bank
22
M&T Bank
New York
$9.66M +$7.5M +353,781 +309%
RJA
23
Raymond James & Associates
Florida
$8.45M -$32.2K -1,517 -0.4%
HK
24
Horizon Kinetics
New York
$8.23M -$114K -5,383 -1%
EBIM
25
Eagle Boston Investment Management
Massachusetts
$7.67M -$732K -34,535 -9%

HEI.A Hedge Fund Activity: Q3 2014 in Review

78 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q3 2014, worth a combined $1.26B — down 1.1% from $1.27B a quarter earlier.

Fund positioning in HEI.A was balanced in Q3 2014: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 41 trimmed.

The largest buyer was Bares Capital Management, adding an estimated $19M. The largest seller was Norges Bank, cutting an estimated $10M.

  • 78 institutional investors held HEICO Corp Class A (HEI.A) as of Q3 2014, down from 81 in Q2 2014.
  • Funds reported $1.26B of HEICO Corp Class A stock for Q3 2014, down 1.1% quarter-over-quarter.
  • 8 funds opened new HEICO Corp Class A positions in Q3 2014 and 8 closed out, a net change of 0 holders.
  • The largest HEICO Corp Class A buyer in Q3 2014 was Bares Capital Management, an estimated $19M added.
  • The largest HEICO Corp Class A seller in Q3 2014 was Norges Bank, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2014.