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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
PPA
51
Parametric Portfolio Associates
Washington
$17M -$703K -6,321 -5%
BAMCO Inc
52
BAMCO Inc
New York
$16.9M
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$16.4M +$3.4M +30,593 +33%
Ameriprise
54
Ameriprise
Minnesota
$16.3M +$6.27M +56,372 +86%
NAM
55
Nissay Asset Management
Japan
$16.1M +$2.49M +22,390 +23%
PMAM
56
Picton Mahoney Asset Management
Ontario, Canada
$15.8M -$162K -1,460 -1%
Robeco Institutional Asset Management
57
Robeco Institutional Asset Management
Netherlands
$15.6M +$13M +116,516 New
Two Sigma Investments
58
Two Sigma Investments
New York
$15.2M +$5.99M +53,892 +90%
PCM
59
Penserra Capital Management
California
$14.9M +$12.4M +111,452 New
NA
60
Navellier & Associates
Nevada
$14.7M +$212K +1,907 +2%
PI
61
Putnam Investments
Massachusetts
$14.7M +$3.99M +35,844 +48%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$14.1M -$4.17M -37,453 -26%
Legal & General Group
63
Legal & General Group
United Kingdom
$13.8M +$9.07M +81,574 +375%
AII
64
AGF Investments Inc
Ontario, Canada
$13.1M
CCM
65
Copeland Capital Management
Pennsylvania
$13M +$1.99M +17,926 +23%
UBS AM
66
UBS AM
Illinois
$12.5M +$4.99M +44,825 +92%
TG
67
TCW Group
California
$12.4M +$1.29M +11,585 +14%
BIM
68
Bogle Investment Management
Massachusetts
$11.3M +$9.37M +84,232 New
OAM
69
Oppenheimer Asset Management
New York
$11.1M -$2.05M -18,449 -18%
Millennium Management
70
Millennium Management
New York
$11.1M +$1.15M +10,299 +14%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$10.5M -$256K -2,300 -3%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$10.5M +$790K +7,103 +10%
CS
73
Credit Suisse
Switzerland
$10.3M +$2.68M +24,095 +45%
SEI Investments
74
SEI Investments
Pennsylvania
$10.1M +$1.88M +16,929 +29%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$9.81M -$322K -2,894 -4%

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.