We are live on ! Find out more
HEI icon

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
EMG
251
ETF Managers Group
New Jersey
$493K -$103K -926 -20%
AWCI
252
Alpine Woods Capital Investors
New York
$490K
VAS
253
Vestmark Advisory Solutions
Massachusetts
$489K +$42.7K +384 +12%
Baird Financial Group
254
Baird Financial Group
Wisconsin
$482K +$16.2K +146 +4%
MWP
255
MYCIO Wealth Partners
Pennsylvania
$480K
MC
256
Moors & Cabot
Massachusetts
$472K +$30K +270 +8%
NAMA
257
Nikko Asset Management Americas
New York
$471K -$44.9K -404 -10%
AI
258
Atria Investments
North Carolina
$468K +$372K +3,342 New
AIM
259
Anchor Investment Management
South Carolina
$467K +$7.01K +63 +2%
IIC
260
Ironwood Investment Counsel
Arizona
$467K
CTC
261
Central Trust Company
Missouri
$460K -$739K -6,641 -66%
SI
262
Stephens Inc
Arkansas
$460K -$103K -922 -21%
BRWA
263
B. Riley Wealth Advisors
Florida
$455K -$10.7K -96 -3%
DAM
264
Diamant Asset Management
Connecticut
$454K -$32.8K -295 -8%
SM
265
Sciencast Management
New Jersey
$437K +$356K +3,200 New
V
266
Veritable
Delaware
$432K -$362K -3,251 -50%
Mariner
267
Mariner
Kansas
$432K +$359K +3,225 New
BFEC
268
Benjamin F. Edwards & Company
Missouri
$431K -$2.23K -20 -0.6%
Public Employees Retirement Association of Colorado
269
Public Employees Retirement Association of Colorado
Colorado
$410K
FAAS
270
First Allied Advisory Services
California
$410K +$29.9K +269 +10%
MIFH
271
Migdal Insurance & Financial Holdings
Israel
$401K -$351K -3,156 -51%
MC
272
Machina Capital
France
$401K +$334K +3,000 New
TC
273
Telemus Capital
Michigan
$397K +$334K +3,000 New
CAN
274
Claraphi Advisory Network
United States
$395K -$1.67K -15 -0.5%
PIA
275
Piedmont Investment Advisors
North Carolina
$393K +$7.23K +65 +2%

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.