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HEICO Corp
HEI

395 hedge funds and large institutions have $2.73B invested in HEICO Corp in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 136 increasing their positions, 136 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.3% more ownership

Funds ownership: 65.39% → 66.69% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 136

13% less funds holding

Funds holding: 452 → 395 (-57)

32% less capital invested

Capital invested by funds: $4.03B → $2.73B (-$1.3B)

44% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 119

46% less call options, than puts

Call options by funds: $9.33M | Put options by funds: $17.4M

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
395
Holders Change
-57
Holders Change %
-12.61%
% of All Funds
8.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
67
Increased
136
Reduced
136
Closed
119
Calls
$9.33M
Puts
$17.4M
Net Calls
-$8.03M
Net Calls Change
+$20.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$195M
2
Capital International Investors
Capital International Investors
California
+$116M
3
Select Equity Group
Select Equity Group
New York
+$68.6M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$45.7M
5
ACM
Atlanta Capital Management
Georgia
+$43.4M

Top Sellers

1
Invesco
Invesco
Georgia
-$96.5M
2
Goldman Sachs
Goldman Sachs
New York
-$50.3M
3
CIC
Chilton Investment Company
Connecticut
-$49.4M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$48.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$46.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IECM
401
Intrinsic Edge Capital Management
Illinois
– -$3.6M -31,548 Closed
Balyasny Asset Management
402
Balyasny Asset Management
Illinois
– -$3.3M -28,916 Closed
JFA
403
Johanson Financial Advisors
California
– -$250K -28,600 Closed
Tudor Investment Corp
404
Tudor Investment Corp
Connecticut
– -$3.17M -27,808 Closed
Arrowstreet Capital
405
Arrowstreet Capital
Massachusetts
– -$3.04M -26,601 Closed
SEC
406
Seven Eight Capital
New York
– -$2.88M -25,263 Closed
PI
407
PEAK6 Investments
Illinois
– -$2.54M -23,257 Closed
TCM
408
Teza Capital Management
Illinois
– -$2.55M -22,305 Closed
AIM
409
Achmea Investment Management
Netherlands
– -$2.49M -21,828 Closed
SSA
410
Schonfeld Strategic Advisors
New York
– -$2.23M -19,508 Closed
DTL
411
Dynamic Technology Lab
Singapore
– -$2.07M -18,132 Closed
SRAM
412
Spouting Rock Asset Management
Pennsylvania
– -$2.03M -17,798 Closed
JGC
413
J. Goldman & Co
New York
– -$1.99M -17,427 Closed
TI
414
Trexquant Investment
Connecticut
– -$1.93M -16,897 Closed
OAM
415
Oxford Asset Management
United Kingdom
– -$1.9M -16,624 Closed
HIM
416
Hotaling Investment Management
Pennsylvania
– -$1.63M -14,272 Closed
BFS
417
Bradley Foster & Sargent
Connecticut
– -$1.54M -13,500 Closed
JG
418
Jefferies Group
New York
– -$1.42M -12,424 Closed
Parallax Volatility Advisers
419
Parallax Volatility Advisers
California
– -$1.41M -12,307 Closed
ARTA
420
A.R.T. Advisors
New York
– -$1.31M -11,467 Closed
CL
421
CIM LLC
New York
– -$1.2M -10,544 Closed
TEE
422
Tibra Equities Europe
United Kingdom
– -$1.18M -10,300 Closed
DnB Asset Management
423
DnB Asset Management
Norway
– -$1.16M -10,150 Closed
CCP
424
Cyrus Capital Partners
New York
– -$1.15M -10,100 Closed
SM
425
Sciencast Management
New Jersey
– -$1.2M -9,964 Closed
15 16
17
18 19

HEI Hedge Fund Activity: Q1 2020 in Review

395 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2020, worth a combined $2.73B — down 32% from $4.03B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of HEI and 67 opened new positions — a net loss of 52 holders — while 136 trimmed existing stakes and 136 added.

The largest buyer was American Century Companies, adding an estimated $195M. The largest seller was Invesco, cutting an estimated $96.5M.

  • 395 institutional investors held HEICO Corp (HEI) as of Q1 2020, down from 452 in Q4 2019.
  • Funds reported $2.73B of HEICO Corp stock for Q1 2020, down 32% quarter-over-quarter.
  • 67 funds opened new HEICO Corp positions in Q1 2020 and 119 closed out, a net change of -52 holders.
  • The largest HEICO Corp buyer in Q1 2020 was American Century Companies, an estimated $195M added.
  • The largest HEICO Corp seller in Q1 2020 was Invesco, an estimated $96.5M sold.

Based on aggregated 13F filings for Q1 2020.