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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
IWC
301
Integrated Wealth Concepts
Massachusetts
$299K +$10.5K +94 +4%
DekaBank Deutsche Girozentrale
302
DekaBank Deutsche Girozentrale
Germany
$298K +$233K +2,099 New
QT
303
Quantamental Technologies
New York
$294K +$244K +2,197 New
MYAM
304
Meiji Yasuda Asset Management
Japan
$294K +$245K +2,200 New
SIC
305
Schwartz Investment Counsel
Michigan
$294K +$245K +2,200 New
CWM
306
Calamos Wealth Management
Illinois
$293K
SC
307
Schoolcraft Capital
Colorado
$293K +$243K +2,187 New
AIM
308
Advantage Investment Management
Iowa
$288K -$3K -27 -1%
Holocene Advisors
309
Holocene Advisors
New York
$287K -$664K -5,971 -74%
FHA
310
Flagship Harbor Advisors
Massachusetts
$286K +$15.7K +141 +7%
IWM
311
IHT Wealth Management
Illinois
$285K -$16K -144 -6%
CCM
312
Carlson Capital Management
Minnesota
$283K
II
313
IFM Investors
Australia
$276K +$229K +2,060 New
BUB
314
BBVA USA Bancshares
Texas
$275K -$9.57K -86 -4%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$275K +$229K +2,058 New
CPO
316
Cerity Partners OCIO
New York
$272K +$226K +2,033 New
CGA
317
Crescent Grove Advisors
Illinois
$268K +$222K +2,000 New
HFA
318
Huber Financial Advisors
Illinois
$268K +$222K +2,000 New
GAG
319
GM Advisory Group
New York
$264K +$220K +1,974 New
RWM
320
RKL Wealth Management
Pennsylvania
$262K +$218K +1,960 New
BCWM
321
Blue Chip Wealth Management
Florida
$261K +$217K +1,954 New
BNP Paribas Asset Management
322
BNP Paribas Asset Management
France
$260K +$216K +1,944 New
DCM
323
Driehaus Capital Management
Illinois
$260K +$216K +1,946 New
APA
324
American Portfolios Advisors
New York
$256K +$67.6K +608 +47%
IIC
325
Integrated Investment Consultants
Michigan
$255K +$212K +1,902 New

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.