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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
PCG
376
Private Capital Group
Connecticut
$14K -$890 -8 -4%
CCA
377
Catalyst Capital Advisors
New York
$13K
GRP
378
Global Retirement Partners
California
$13K
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$12K
Acadian Asset Management
380
Acadian Asset Management
Massachusetts
$10K -$359K -3,230 -98%
S
381
SignatureFD
Georgia
$10K -$1.45K -13 -14%
BAMG
382
Brand Asset Management Group
Missouri
$10K
PA
383
Parallel Advisors
California
$10K
CG
384
Cutler Group
California
$10K +$8.34K +75 New
MF
385
Manchester Financial
California
$9K +$7.23K +65 New
GEA
386
Glen Eagle Advisors
New Jersey
$8.3K +$6.9K +62 New
AIL
387
AGF Investments LLC
Ontario, Canada
$8K -$274K -2,460 -98%
CFA
388
Camarda Financial Advisors
Florida
$7K
GAM
389
Gemmer Asset Management
California
$7K
LPWM
390
Lake Point Wealth Management
Texas
$7K
BBHC
391
Brown Brothers Harriman & Co
New York
$6K +$5.12K +46 New
TWA
392
TCI Wealth Advisors
Arizona
$5K -$556 -5 -12%
HI
393
Hudock Inc
Pennsylvania
$5K
MWM
394
Meridian Wealth Management
Kentucky
$4.23K +$352K +3,164 New
VFA
395
Valeo Financial Advisors
Indiana
$4K -$334 -3 -9%
FANJ
396
Financial Architects (New Jersey)
New Jersey
$3K -$175K -1,569 -98%
SFSIG
397
San Francisco Sentry Investment Group
California
$2K
CAW
398
Cornerstone Advisors (Washington)
Washington
$2K +$1.45K +13 New
SCA
399
Stonebridge Capital Advisors
Minnesota
$2K +$1.78K +16 New
SPIA
400
Steward Partners Investment Advisory
New York
$2K +$1.89K +17 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.