HEICO Corp Class A
HEI.A
82 hedge funds and large institutions have $1.48B invested in HEICO Corp Class A in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
18% more capital invested
Capital invested by funds: $1.26B → $1.48B (+$222M)
5% more funds holding
Funds holding: 78 → 82 (+4)
0.02% more ownership
Funds ownership: 153.69% → 153.71% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
10% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$46M |
| 2 |
RIM
RS Investment Management
San Francisco,
California
|
+$9.26M |
| 3 |
Asset Management One
Tokyo,
Japan
|
+$6.27M |
| 4 |
BCM
Bares Capital Management
Austin,
Texas
|
+$4.88M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$25.6M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$17M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$10.4M |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$6.52M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$4.3M |
HEI.A Hedge Fund Activity: Q4 2014 in Review
82 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2014, worth a combined $1.48B — up 18% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HEI.A positions and 7 closed out — a net gain of 6 holders — while 26 added to existing stakes and 29 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $46M. The largest seller was T. Rowe Price Associates, cutting an estimated $25.6M.
- 82 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2014, up from 78 in Q3 2014.
- Funds reported $1.48B of HEICO Corp Class A stock for Q4 2014, up 18% quarter-over-quarter.
- 13 funds opened new HEICO Corp Class A positions in Q4 2014 and 7 closed out, a net change of +6 holders.
- The largest HEICO Corp Class A buyer in Q4 2014 was Wellington Management Group, an estimated $46M added.
- The largest HEICO Corp Class A seller in Q4 2014 was T. Rowe Price Associates, an estimated $25.6M sold.
Based on aggregated 13F filings for Q4 2014.