HEICO Corp
HEI
452 hedge funds and large institutions have $4.03B invested in HEICO Corp in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 144 increasing their positions, 149 reducing their positions, and 48 closing their positions.
71% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 48
5% more funds holding
Funds holding: 429 → 452 (+23)
0.44% less ownership
Funds ownership: 65.83% → 65.39% (-0.44%)
3% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 149
9% less capital invested
Capital invested by funds: $4.42B → $4.03B (-$384M)
58% less call options, than puts
Call options by funds: $20.6M | Put options by funds: $49.1M
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$37.7M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$33.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$33.4M |
| 4 |
FAM
Fred Alger Management
New York
|
+$26.6M |
| 5 |
Renaissance Technologies
New York
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$52.2M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$29.4M |
| 3 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
-$27M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$21.4M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$21.2M |
HEI Hedge Fund Activity: Q4 2019 in Review
452 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q4 2019, worth a combined $4.03B — down 8.7% from $4.42B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new HEI positions and 48 closed out — a net gain of 34 holders — while 144 added to existing stakes and 149 trimmed.
The largest buyer was BlackRock, adding an estimated $37.7M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $52.2M sold.
- 452 institutional investors held HEICO Corp (HEI) as of Q4 2019, up from 429 in Q3 2019.
- Funds reported $4.03B of HEICO Corp stock for Q4 2019, down 8.7% quarter-over-quarter.
- 82 funds opened new HEICO Corp positions in Q4 2019 and 48 closed out, a net change of +34 holders.
- The largest HEICO Corp buyer in Q4 2019 was BlackRock, an estimated $37.7M added.
- The largest HEICO Corp seller in Q4 2019 was Lord, Abbett & Co, an estimated $52.2M sold.
Based on aggregated 13F filings for Q4 2019.