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HEICO Corp Class A

101 hedge funds and large institutions have $1.66B invested in HEICO Corp Class A in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

17% more funds holding

Funds holding: 86101 (+15)

7% more capital invested

Capital invested by funds: $1.55B → $1.66B (+$110M)

6.41% more ownership

Funds ownership: 153.78%160.19% (+6.4%)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
101
Holders Change
+15
Holders Change %
+17.44%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
27
Increased
31
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
1
Janus Henderson Investors US
Colorado
$240M -$2.69M -107,558 -1%
CWAM
2
Columbia Wanger Asset Management
Illinois
$236M -$15M -599,877 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$106M +$3.56M +142,350 +4%
BCM
4
Bares Capital Management
Texas
$98.8M -$330K -13,217 -0.3%
RIM
5
RS Investment Management
California
$89.1M +$13.4M +537,852 +19%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$86.1M -$7.08M -282,967 -8%
WA
7
Wasatch Advisors
Utah
$84.6M -$7.48M -299,143 -8%
SCM
8
Snyder Capital Management
California
$69.6M -$2.15M -85,828 -3%
ACH
9
ArrowMark Colorado Holdings
Colorado
$66M -$20.5M -819,344 -24%
BIT
10
BlackRock Institutional Trust
California
$54.5M +$14.8M +592,825 +39%
BFA
11
BlackRock Fund Advisors
California
$48M +$46.2M +1,848,285 New
RA
12
Royce & Associates
New York
$39.1M -$5.38M -215,205 -13%
OCAM
13
Onex Canada Asset Management
Ontario, Canada
$36.7M -$895K -35,781 -3%
Select Equity Group
14
Select Equity Group
New York
$35.7M +$205K +8,207 +0.6%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$31.4M -$8.51M -340,430 -22%
ACM
16
Atlanta Capital Management
Georgia
$29.7M -$464K -18,554 -2%
TAM
17
Tiverton Asset Management
Delaware
$27.2M
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$26M -$232K -9,273 -0.9%
PCM
19
Palisade Capital Management
New Jersey
$24.2M -$283K -11,326 -1%
State Street
20
State Street
Massachusetts
$21.3M +$20.5M +820,699 New
RJA
21
Raymond James & Associates
Florida
$11.1M -$203K -8,117 -2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$9.9M +$1.63M +65,193 +21%
HK
23
Horizon Kinetics
New York
$9.89M +$12K +480 +0.1%
Kayne Anderson Rudnick Investment Management
24
Kayne Anderson Rudnick Investment Management
California
$9.44M +$217K +8,683 +2%
TCAM
25
Turtle Creek Asset Management
Ontario, Canada
$9.09M +$3.29M +131,446 +60%

HEI.A Hedge Fund Activity: Q2 2015 in Review

101 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q2 2015, worth a combined $1.66B — up 7.1% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HEI.A positions and 12 closed out — a net gain of 15 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock Fund Advisors, opening a new position worth an estimated $46.2M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $20.5M.

  • 101 institutional investors held HEICO Corp Class A (HEI.A) as of Q2 2015, up from 86 in Q1 2015.
  • Funds reported $1.66B of HEICO Corp Class A stock for Q2 2015, up 7.1% quarter-over-quarter.
  • 27 funds opened new HEICO Corp Class A positions in Q2 2015 and 12 closed out, a net change of +15 holders.
  • The largest HEICO Corp Class A buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $46.2M added.
  • The largest HEICO Corp Class A seller in Q2 2015 was ArrowMark Colorado Holdings, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2015.