HEICO Corp Class A
HEI.A
190 hedge funds and large institutions have $3.62B invested in HEICO Corp Class A in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 83 reducing their positions, and 18 closing their positions.
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
14% more capital invested
Capital invested by funds: $3.18B → $3.62B (+$434M)
4% more funds holding
Funds holding: 183 → 190 (+7)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
20% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 83
23.93% less ownership
Funds ownership: 124.37% → 100.44% (-24%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$30.3M |
| 2 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$29.5M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$27.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$23M |
| 5 |
Morgan Stanley
New York
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$28.5M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$25.5M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$19.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$19.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$18M |
HEI.A Hedge Fund Activity: Q1 2018 in Review
190 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2018, worth a combined $3.62B — up 14% from $3.18B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HEI.A positions and 18 closed out — a net gain of 8 holders — while 66 added to existing stakes and 83 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $30.3M. The largest seller was Victory Capital Management, cutting an estimated $28.5M.
- 190 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2018, up from 183 in Q4 2017.
- Funds reported $3.62B of HEICO Corp Class A stock for Q1 2018, up 14% quarter-over-quarter.
- 26 funds opened new HEICO Corp Class A positions in Q1 2018 and 18 closed out, a net change of +8 holders.
- The largest HEICO Corp Class A buyer in Q1 2018 was Ameriprise, an estimated $30.3M added.
- The largest HEICO Corp Class A seller in Q1 2018 was Victory Capital Management, an estimated $28.5M sold.
Based on aggregated 13F filings for Q1 2018.