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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
Norges Bank
26
Norges Bank
Norway
$39.6M +$2.39M +21,498 +8%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$37.2M +$3.39M +30,492 +12%
Northern Trust
28
Northern Trust
Illinois
$36.8M +$774K +6,955 +3%
Victory Capital Management
29
Victory Capital Management
Texas
$33.2M -$8.76M -78,765 -24%
MWA
30
Marshall Wace Asia
Hong Kong
$33M -$10.3K -93 -0%
William Blair & Company
31
William Blair & Company
Illinois
$32.9M -$1.96M -17,592 -7%
Baillie Gifford & Co
32
Baillie Gifford & Co
United Kingdom
$32.5M -$160K -1,435 -0.6%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$31.1M +$17K +153 +0.1%
First Trust Advisors
34
First Trust Advisors
Illinois
$30.9M +$8.54M +76,797 +50%
BAM
35
Bruderman Asset Management
New York
$29.8M -$1.49M -13,391 -6%
JP Morgan Chase
36
JP Morgan Chase
New York
$28.5M -$27.1M -243,466 -53%
SAM
37
Scopus Asset Management
New York
$27.3M +$16M +144,250 +240%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$27.3M +$1.48M +13,265 +7%
Charles Schwab
39
Charles Schwab
California
$27.1M +$1.12M +10,068 +5%
TAM
40
Telemark Asset Management
Massachusetts
$26.2M +$13.9M +125,000 +125%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$24.9M -$6.18M -55,521 -23%
Axa
42
Axa
France
$24.8M +$20.6M +185,600 New
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$24.2M -$4.51M -40,580 -18%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$23.3M +$18.9M +170,282 +4,436%
AQR Capital Management
45
AQR Capital Management
Connecticut
$23.2M +$18M +161,964 +1,441%
UBS Group
46
UBS Group
Switzerland
$20.6M +$2.56M +23,003 +18%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$20.2M +$218K +1,956 +1%
Macquarie Group
48
Macquarie Group
Australia
$18.7M +$15.4M +138,284 +8,187%
Swiss National Bank
49
Swiss National Bank
Switzerland
$18.6M +$6.83M +61,412 +79%
GI
50
GAMCO Investors
Connecticut
$17.2M -$18K -162 -0.1%

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.