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HEICO Corp

407 hedge funds and large institutions have $4.64B invested in HEICO Corp in 2019 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 118 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 41

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

51% more call options, than puts

Call options by funds: $9.81M | Put options by funds: $6.5M

45% more capital invested

Capital invested by funds: $3.2B → $4.64B (+$1.44B)

20% more funds holding

Funds holding: 340407 (+67)

1.31% more ownership

Funds ownership: 63.24%64.56% (+1.3%)

7% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 127

Holders
407
Holders Change
+67
Holders Change %
+19.71%
% of All Funds
8.84%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
114
Increased
118
Reduced
127
Closed
41
Calls
$9.81M
Puts
$6.5M
Net Calls
+$3.31M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
226
M&T Bank
New York
$667K +$33.5K +301 +6%
S
227
Seeyond
France
$667K +$555K +4,987 New
VAM
228
Verity Asset Management
North Carolina
$662K +$14.2K +128 +3%
MML Investors Services
229
MML Investors Services
Massachusetts
$655K +$29.1K +262 +6%
ET
230
Equitable Trust
Tennessee
$653K
BF
231
BOK Financial
Oklahoma
$653K +$543K +4,883 New
GCP
232
GSA Capital Partners
United Kingdom
$651K +$541K +4,864 New
MSFP
233
Mark Sheptoff Financial Planning
Connecticut
$648K
CMBA
234
C.M. Bidwell & Associates
Hawaii
$631K +$250K +2,250 +91%
AB
235
Amalgamated Bank
New York
$621K -$467K -4,198 -48%
SOADOR
236
State of Alaska Department of Revenue
Alaska
$608K +$1.67K +15 +0.3%
FEM
237
Fulcrum Equity Management
Texas
$599K -$271K -2,438 -37%
CIP
238
Chartwell Investment Partners
Pennsylvania
$597K -$3.28M -29,444 -87%
DZ Bank
239
DZ Bank
Germany
$596K +$269K +2,422 +119%
SP
240
Symmetry Partners
Connecticut
$594K +$97.9K +880 +25%
QCM
241
Quantinno Capital Management
New York
$577K
HR
242
Howe & Rusling
New York
$538K -$2.01M -18,055 -82%
NICM
243
Neo Ivy Capital Management
New York
$536K +$445K +4,005 New
RHBC
244
R.H. Bluestein & Co
Michigan
$535K -$245K -2,200 -35%
CEP
245
Chicago Equity Partners
Illinois
$532K +$442K +3,976 New
ECM
246
ETrade Capital Management
Virginia
$531K -$62.6K -563 -12%
Rafferty Asset Management
247
Rafferty Asset Management
New York
$529K -$234K -2,108 -35%
Bessemer Group
248
Bessemer Group
New Jersey
$516K -$534K -4,797 -55%
CB
249
Commerce Bank
Missouri
$502K +$73.9K +664 +22%
WEC
250
Winslow Evans & Crocker
Massachusetts
$494K +$100K +900 +32%

HEI Hedge Fund Activity: Q2 2019 in Review

407 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2019, worth a combined $4.64B — up 45% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new HEI positions and 41 closed out — a net gain of 73 holders — while 118 added to existing stakes and 127 trimmed.

The largest buyer was Invesco, adding an estimated $77.3M. The largest seller was Select Equity Group, cutting an estimated $71.6M.

  • 407 institutional investors held HEICO Corp (HEI) as of Q2 2019, up from 340 in Q1 2019.
  • Funds reported $4.64B of HEICO Corp stock for Q2 2019, up 45% quarter-over-quarter.
  • 114 funds opened new HEICO Corp positions in Q2 2019 and 41 closed out, a net change of +73 holders.
  • The largest HEICO Corp buyer in Q2 2019 was Invesco, an estimated $77.3M added.
  • The largest HEICO Corp seller in Q2 2019 was Select Equity Group, an estimated $71.6M sold.

Based on aggregated 13F filings for Q2 2019.