HEICO Corp
393 hedge funds and large institutions have $3.67B invested in HEICO Corp in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 125 increasing their positions, 149 reducing their positions, and 52 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
34% more capital invested
Capital invested by funds: $2.73B → $3.67B (+$935M)
1.25% more ownership
Funds ownership: 66.69% → 67.94% (+1.2%)
0% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 52
1% less funds holding
Funds holding: 395 → 393 (-2)
16% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 149
83% less call options, than puts
Call options by funds: $18.5M | Put options by funds: $108M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$126M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$106M |
| 3 |
BlackRock
New York
|
+$66.7M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$59.3M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$48.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$75.1M |
| 2 |
MWNA
Marshall Wace North America
New York
|
-$53.9M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$51.9M |
| 4 |
Select Equity Group
New York
|
-$39.8M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$29.6M |
HEI Hedge Fund Activity: Q2 2020 in Review
393 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2020, worth a combined $3.67B — up 34% from $2.73B a quarter earlier.
Fund positioning in HEI was balanced in Q2 2020: 52 funds opened new positions, 52 closed out, 125 added to existing stakes and 149 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $126M. The largest seller was Franklin Resources, cutting an estimated $75.1M.
- 393 institutional investors held HEICO Corp (HEI) as of Q2 2020, down from 395 in Q1 2020.
- Funds reported $3.67B of HEICO Corp stock for Q2 2020, up 34% quarter-over-quarter.
- 52 funds opened new HEICO Corp positions in Q2 2020 and 52 closed out, a net change of 0 holders.
- The largest HEICO Corp buyer in Q2 2020 was Capital World Investors, an estimated $126M added.
- The largest HEICO Corp seller in Q2 2020 was Franklin Resources, an estimated $75.1M sold.
Based on aggregated 13F filings for Q2 2020.