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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
RFA
501
Reilly Financial Advisors
California
– -$27K -233 Closed
ACM
502
Allred Capital Management
Texas
– -$20K -175 Closed
AIS
503
Accurate Investment Solutions
Pennsylvania
– -$15K -133 Closed
TRCT
504
Tower Research Capital (TRC)
New York
– -$14K -120 Closed
CCA
505
Catalyst Capital Advisors
New York
– -$11K -100 Closed
IIA
506
ICW Investment Advisors
Arizona
– -$11K -96 Closed
FWM
507
FSA Wealth Management
Massachusetts
– -$9K -80 Closed
GWM
508
Geneos Wealth Management
Colorado
– -$8K -77 Closed
RA
509
Rational Advisors
New York
– -$7K -60 Closed
WT
510
Whittier Trust
California
– -$1K -9 Closed
SFS
511
Sowell Financial Services
Arkansas
– +$437 +4 New
EFSCE
512
Enterprise Financial Services Corp (EFSC)
Missouri
– +$656 +6 New
17 18 19 20
21

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.