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HEICO Corp Class A

107 hedge funds and large institutions have $1.5B invested in HEICO Corp Class A in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

6% more funds holding

Funds holding: 101107 (+6)

1.72% more ownership

Funds ownership: 160.19%161.9% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 35

10% less capital invested

Capital invested by funds: $1.66B → $1.5B (-$162M)

Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
16
Increased
36
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
1
Janus Henderson Investors US
Colorado
$214M -$984K -42,022 -0.5%
CWAM
2
Columbia Wanger Asset Management
Illinois
$212M +$1.35M +57,826 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$108M +$13M +557,256 +14%
RIM
4
RS Investment Management
California
$86.2M +$6.62M +282,828 +8%
BCM
5
Bares Capital Management
Texas
$86M -$2.39M -102,180 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$76.7M -$251K -10,744 -0.3%
WA
7
Wasatch Advisors
Utah
$65.9M -$9.84M -420,277 -13%
ACH
8
ArrowMark Colorado Holdings
Colorado
$60.5M +$1.45M +62,027 +2%
SCM
9
Snyder Capital Management
California
$59.9M -$2.39M -101,930 -4%
BFA
10
BlackRock Fund Advisors
California
$50M +$7.06M +301,709 +16%
BIT
11
BlackRock Institutional Trust
California
$46.5M -$2.31M -98,653 -5%
RA
12
Royce & Associates
New York
$32.9M -$2.09M -89,184 -6%
Select Equity Group
13
Select Equity Group
New York
$31M -$915K -39,073 -3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$29.3M +$1.22M +52,246 +4%
ACM
15
Atlanta Capital Management
Georgia
$26.4M -$180K -7,672 -0.7%
TAM
16
Tiverton Asset Management
Delaware
$24.4M
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$24.1M +$848K +36,215 +4%
State Street
18
State Street
Massachusetts
$22.3M +$3.27M +139,649 +17%
PCM
19
Palisade Capital Management
New Jersey
$21.5M -$190K -8,111 -0.9%
Northern Trust
20
Northern Trust
Illinois
$19.6M +$15.7M +669,811 +384%
TCAM
21
Turtle Creek Asset Management
Ontario, Canada
$12.2M +$4.07M +174,023 +50%
BBHC
22
Brown Brothers Harriman & Co
New York
$12M +$12.1M +518,063 New
RJA
23
Raymond James & Associates
Florida
$10.1M +$215K +9,188 +2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$9.37M +$521K +22,258 +6%
HK
25
Horizon Kinetics
New York
$8.66M -$195K -8,312 -2%

HEI.A Hedge Fund Activity: Q3 2015 in Review

107 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q3 2015, worth a combined $1.5B — down 9.7% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HEI.A positions and 9 closed out — a net gain of 7 holders — while 36 added to existing stakes and 35 trimmed.

The largest buyer was Northern Trust, adding an estimated $15.7M. The largest seller was Onex Canada Asset Management, cutting an estimated $23.2M.

  • 107 institutional investors held HEICO Corp Class A (HEI.A) as of Q3 2015, up from 101 in Q2 2015.
  • Funds reported $1.5B of HEICO Corp Class A stock for Q3 2015, down 9.7% quarter-over-quarter.
  • 16 funds opened new HEICO Corp Class A positions in Q3 2015 and 9 closed out, a net change of +7 holders.
  • The largest HEICO Corp Class A buyer in Q3 2015 was Northern Trust, an estimated $15.7M added.
  • The largest HEICO Corp Class A seller in Q3 2015 was Onex Canada Asset Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2015.