HEICO Corp
395 hedge funds and large institutions have $2.73B invested in HEICO Corp in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 136 increasing their positions, 136 reducing their positions, and 119 closing their positions.
1.3% more ownership
Funds ownership: 65.39% → 66.69% (+1.3%)
0% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 136
13% less funds holding
Funds holding: 452 → 395 (-57)
32% less capital invested
Capital invested by funds: $4.03B → $2.73B (-$1.3B)
44% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 119
46% less call options, than puts
Call options by funds: $9.33M | Put options by funds: $17.4M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$96.5M |
| 2 |
Goldman Sachs
New York
|
-$50.3M |
| 3 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$49.4M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$48.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$46.1M |
HEI Hedge Fund Activity: Q1 2020 in Review
395 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2020, worth a combined $2.73B — down 32% from $4.03B a quarter earlier.
Sellers outnumbered buyers: 119 funds closed out of HEI and 67 opened new positions — a net loss of 52 holders — while 136 trimmed existing stakes and 136 added.
The largest buyer was American Century Companies, adding an estimated $195M. The largest seller was Invesco, cutting an estimated $96.5M.
- 395 institutional investors held HEICO Corp (HEI) as of Q1 2020, down from 452 in Q4 2019.
- Funds reported $2.73B of HEICO Corp stock for Q1 2020, down 32% quarter-over-quarter.
- 67 funds opened new HEICO Corp positions in Q1 2020 and 119 closed out, a net change of -52 holders.
- The largest HEICO Corp buyer in Q1 2020 was American Century Companies, an estimated $195M added.
- The largest HEICO Corp seller in Q1 2020 was Invesco, an estimated $96.5M sold.
Based on aggregated 13F filings for Q1 2020.