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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
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$246K
WS
327
Wedbush Securities
California
$245K +$204K +1,830 New
NL
328
NWAM LLC
Washington
$242K +$201K +1,807 New
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$240K -$123K -1,102 -38%
FNBT
330
FineMark National Bank & Trust
Florida
$239K +$198K +1,783 New
Daiwa Securities Group
331
Daiwa Securities Group
Japan
$232K +$193K +1,735 New
RE
332
RBC Europe
United Kingdom
$227K
MPI
333
Mairs & Power Inc
Minnesota
$227K -$71.7K -645 -28%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$224K -$5.56K -50 -3%
OC
335
Oppenheimer & Co
New York
$223K +$185K +1,667 New
PFBT
336
Parkside Financial Bank & Trust
Missouri
$205K -$56.5K -508 -25%
EMG
337
Ellington Management Group
Connecticut
$201K +$167K +1,500 New
GGHC
338
Gilder Gagnon Howe & Co
New York
$177K
DWM
339
Doyle Wealth Management
Florida
$171K +$142K +1,278 New
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$167K +$45.7K +411 +49%
GAM
341
GQ Asset Management
New York
$141K +$37.5K +337 +47%
LIA
342
LS Investment Advisors
Michigan
$132K +$110K +986 New
AIG
343
American International Group
New York
$128K +$6.12K +55 +6%
PCP
344
Proficio Capital Partners
Massachusetts
$110K +$1.45K +13 +2%
PCM
345
Prelude Capital Management
New York
$105K +$77.6K +698 +802%
TF
346
Tompkins Financial
New York
$94K
B
347
Barings
North Carolina
$86K +$71.4K +642 New
TCOV
348
Trust Company of Vermont
Vermont
$80K
JFGIW
349
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$76K
CAL
350
Capital Advisors Ltd
Ohio
$73K -$111K -1,000 -65%

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.