HEICO Corp
HEI
325 hedge funds and large institutions have $2.68B invested in HEICO Corp in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 99 increasing their positions, 111 reducing their positions, and 65 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
8% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 65
1.16% less ownership
Funds ownership: 66.31% → 65.15% (-1.2%)
2% less funds holding
Funds holding: 330 → 325 (-5)
11% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 111
18% less capital invested
Capital invested by funds: $3.27B → $2.68B (-$592M)
60% less call options, than puts
Call options by funds: $1.15M | Put options by funds: $2.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$51.2M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$17.5M |
| 3 |
Renaissance Technologies
New York
|
+$17M |
| 4 |
TAM
Telemark Asset Management
Boston,
Massachusetts
|
+$14.6M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWNA
Marshall Wace North America
New York
|
-$63.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$34.1M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$32.5M |
| 4 |
Select Equity Group
New York
|
-$28.6M |
| 5 |
Goldman Sachs
New York
|
-$28M |
HEI Hedge Fund Activity: Q4 2018 in Review
325 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q4 2018, worth a combined $2.68B — down 18% from $3.27B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of HEI and 60 opened new positions — a net loss of 5 holders — while 111 trimmed existing stakes and 99 added.
The largest buyer was BlackRock, adding an estimated $51.2M. The largest seller was Marshall Wace North America, cutting an estimated $63.1M.
- 325 institutional investors held HEICO Corp (HEI) as of Q4 2018, down from 330 in Q3 2018.
- Funds reported $2.68B of HEICO Corp stock for Q4 2018, down 18% quarter-over-quarter.
- 60 funds opened new HEICO Corp positions in Q4 2018 and 65 closed out, a net change of -5 holders.
- The largest HEICO Corp buyer in Q4 2018 was BlackRock, an estimated $51.2M added.
- The largest HEICO Corp seller in Q4 2018 was Marshall Wace North America, an estimated $63.1M sold.
Based on aggregated 13F filings for Q4 2018.