HEICO Corp Class A
HEI.A
308 hedge funds and large institutions have $5.82B invested in HEICO Corp Class A in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 91 reducing their positions, and 25 closing their positions.
112% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 25
30% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 91
6% more funds holding
Funds holding: 290 → 308 (+18)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.15% less ownership
Funds ownership: 81.11% → 80.96% (-0.15%)
8% less capital invested
Capital invested by funds: $6.33B → $5.82B (-$509M)
93% less call options, than puts
Call options by funds: $114K | Put options by funds: $1.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$80.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.6M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$20.2M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$18.4M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$141M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$42.6M |
| 3 |
Morgan Stanley
New York
|
-$42.5M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$31.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.7M |
HEI.A Hedge Fund Activity: Q4 2019 in Review
308 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2019, worth a combined $5.82B — down 8% from $6.33B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new HEI.A positions and 25 closed out — a net gain of 28 holders — while 118 added to existing stakes and 91 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $80.2M. The largest seller was Janus Henderson Group, cutting an estimated $141M.
- 308 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2019, up from 290 in Q3 2019.
- Funds reported $5.82B of HEICO Corp Class A stock for Q4 2019, down 8% quarter-over-quarter.
- 53 funds opened new HEICO Corp Class A positions in Q4 2019 and 25 closed out, a net change of +28 holders.
- The largest HEICO Corp Class A buyer in Q4 2019 was Fidelity Investments, an estimated $80.2M added.
- The largest HEICO Corp Class A seller in Q4 2019 was Janus Henderson Group, an estimated $141M sold.
Based on aggregated 13F filings for Q4 2019.