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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
EWM
351
Executive Wealth Management
Michigan
$69K
HNB
352
Huntington National Bank
Ohio
$68K -$11.3K -102 -17%
LS
353
Livforsakringsbolaget Skandia
Sweden
$67K +$55.6K +500 New
RFA
354
Reilly Financial Advisors
California
$59K
BCA
355
Berman Capital Advisors
Georgia
$57K +$10.2K +92 +27%
WOC
356
West Oak Capital
California
$54K
PFO
357
Pathstone Family Office
New Jersey
$53K
PMFA
358
Plante Moran Financial Advisors
Michigan
$53K +$3.56K +32 +9%
HL
359
Harding Loevner
New Jersey
$47K -$9.57K -86 -20%
BWM
360
Baystate Wealth Management
Massachusetts
$44K
CB
361
CNB Bank
Pennsylvania
$42K
FHA
362
First Horizon Advisors
Tennessee
$33K -$23.1K -208 -46%
QCG
363
Quadrant Capital Group
Ohio
$33K
MAM
364
Meeder Asset Management
Ohio
$33K +$27.6K +248 New
BWM
365
BerganKDV Wealth Management
Minnesota
$32K
GAM
366
Griffin Asset Management
New York
$31K +$25.6K +230 New
GWM
367
Geneos Wealth Management
Colorado
$28K
VCM
368
Versant Capital Management
Arizona
$27K -$11.3K -102 -33%
RA
369
Rational Advisors
New York
$27K
SIAS
370
Shine Investment Advisory Services
Colorado
$26K
CFA
371
Carroll Financial Associates
North Carolina
$25K -$8.12K -73 -27%
CWA
372
Clarus Wealth Advisors
Arizona
$17K +$13.9K +125 New
KBC Group
373
KBC Group
Belgium
$16K +$13.2K +119 New
CIA
374
CSat Investment Advisory
Michigan
$15K +$12.2K +110 New
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$14K -$214K -1,923 -95%

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.