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HEICO Corp Class A

142 hedge funds and large institutions have $1.51B invested in HEICO Corp Class A in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

91% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 33

18% more funds holding

Funds holding: 120142 (+22)

4.42% less ownership

Funds ownership: 160.35%155.93% (-4.4%)

7% less capital invested

Capital invested by funds: $1.61B → $1.51B (-$107M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
142
Holders Change
+22
Holders Change %
+18.33%
% of All Funds
3.78%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
32
Increased
63
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
1
Janus Henderson Investors US
Colorado
$215M -$618K -26,998 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$125M +$2.84M +124,012 +2%
RIM
3
RS Investment Management
California
$99.3M +$2.85M +124,484 +3%
ACH
4
ArrowMark Colorado Holdings
Colorado
$81.1M +$17.5M +763,633 +30%
CWAM
5
Columbia Wanger Asset Management
Illinois
$76.3M -$80.1M -3,498,230 -53%
BBHC
6
Brown Brothers Harriman & Co
New York
$62.7M +$25.5M +1,112,055 +76%
WA
7
Wasatch Advisors
Utah
$58.8M -$410K -17,916 -0.7%
BFA
8
BlackRock Fund Advisors
California
$55M -$2.8M -122,117 -5%
BIT
9
BlackRock Institutional Trust
California
$53.7M +$3.23M +140,992 +7%
SCM
10
Snyder Capital Management
California
$51.4M -$3.69M -161,004 -7%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$34.2M -$52.8M -2,306,686 -62%
RA
12
Royce & Associates
New York
$34.1M -$300K -13,086 -0.9%
Select Equity Group
13
Select Equity Group
New York
$32.1M +$247K +10,793 +0.8%
State Street
14
State Street
Massachusetts
$28.9M +$1.94M +84,627 +8%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$27.1M +$149K +6,525 +0.6%
ACM
16
Atlanta Capital Management
Georgia
$27.1M -$582K -25,412 -2%
Northern Trust
17
Northern Trust
Illinois
$23.4M +$316K +13,795 +1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$23.1M +$15.2M +661,371 +232%
PCM
19
Palisade Capital Management
New Jersey
$22.5M -$5.77K -252 -0%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$22.5M -$10M -437,313 -32%
TAM
21
Tiverton Asset Management
Delaware
$21.8M -$1.93M -84,110 -9%
CRCM
22
Cat Rock Capital Management
Connecticut
$20.2M +$8M +349,146 +73%
GKIM
23
GW&K Investment Management
Massachusetts
$18.4M +$8.54M +372,904 +98%
BCM
24
Bares Capital Management
Texas
$16.7M -$55.2M -2,410,379 -78%
TCAM
25
Turtle Creek Asset Management
Ontario, Canada
$15M +$2.18M +95,312 +18%

HEI.A Hedge Fund Activity: Q1 2016 in Review

142 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2016, worth a combined $1.51B — down 6.6% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HEI.A positions and 10 closed out — a net gain of 22 holders — while 63 added to existing stakes and 33 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $25.5M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $80.1M.

  • 142 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2016, up from 120 in Q4 2015.
  • Funds reported $1.51B of HEICO Corp Class A stock for Q1 2016, down 6.6% quarter-over-quarter.
  • 32 funds opened new HEICO Corp Class A positions in Q1 2016 and 10 closed out, a net change of +22 holders.
  • The largest HEICO Corp Class A buyer in Q1 2016 was Brown Brothers Harriman & Co, an estimated $25.5M added.
  • The largest HEICO Corp Class A seller in Q1 2016 was Columbia Wanger Asset Management, an estimated $80.1M sold.

Based on aggregated 13F filings for Q1 2016.