HEICO Corp
429 hedge funds and large institutions have $4.42B invested in HEICO Corp in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 152 increasing their positions, 141 reducing their positions, and 40 closing their positions.
60% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 40
5% more funds holding
Funds holding: 407 → 429 (+22)
1.27% more ownership
Funds ownership: 64.56% → 65.83% (+1.3%)
8% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 141
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
5% less capital invested
Capital invested by funds: $4.64B → $4.42B (-$223M)
41% less call options, than puts
Call options by funds: $27.5M | Put options by funds: $46.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$137M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$47.9M |
| 3 |
Goldman Sachs
New York
|
+$29.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$97.8M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$60.4M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$23.7M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$23.4M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$23.3M |
HEI Hedge Fund Activity: Q3 2019 in Review
429 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2019, worth a combined $4.42B — down 4.8% from $4.64B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new HEI positions and 40 closed out — a net gain of 24 holders — while 152 added to existing stakes and 141 trimmed.
The largest buyer was BlackRock, adding an estimated $137M. The largest seller was Fred Alger Management, cutting an estimated $97.8M.
- 429 institutional investors held HEICO Corp (HEI) as of Q3 2019, up from 407 in Q2 2019.
- Funds reported $4.42B of HEICO Corp stock for Q3 2019, down 4.8% quarter-over-quarter.
- 64 funds opened new HEICO Corp positions in Q3 2019 and 40 closed out, a net change of +24 holders.
- The largest HEICO Corp buyer in Q3 2019 was BlackRock, an estimated $137M added.
- The largest HEICO Corp seller in Q3 2019 was Fred Alger Management, an estimated $97.8M sold.
Based on aggregated 13F filings for Q3 2019.