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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
Deutsche Bank
76
Deutsche Bank
Germany
$9.76M +$3.09M +27,807 +62%
SRC
77
Stone Run Capital
New York
$9.73M -$3.34K -30 -0%
Korea Investment Corp
78
Korea Investment Corp
South Korea
$9.23M +$7.67M +69,000 New
SCA
79
Snowden Capital Advisors
New York
$9.09M -$171K -1,539 -2%
RJA
80
Raymond James & Associates
Florida
$9.05M +$40.5K +364 +0.5%
CAM
81
Congress Asset Management
Massachusetts
$8.99M -$2.39M -21,483 -24%
Squarepoint
82
Squarepoint
New York
$8.87M -$557K -5,012 -7%
HW
83
Hancock Whitney
Mississippi
$8.7M -$2.43M -21,878 -25%
CDH
84
Charles D. Hyman
$8.36M -$41.7K -375 -0.6%
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$7.64M -$573K -5,152 -8%
LPL Financial
86
LPL Financial
California
$7.63M +$3.21M +28,860 +103%
EAM
87
Erste Asset Management
Austria
$7.36M -$1.22M -11,000 -17%
NC
88
Nicholas Company
Wisconsin
$7.2M -$855K -7,690 -13%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$6.46M -$91.7K -824 -2%
AAM
90
Advisors Asset Management
Colorado
$6.28M -$1.43M -12,849 -21%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$6.19M -$662K -5,953 -11%
CG
92
Colony Group
Massachusetts
$6.09M +$5.06M +45,482 New
MCM
93
Marsico Capital Management
Colorado
$5.82M
Stifel Financial
94
Stifel Financial
Missouri
$5.68M -$19.6K -176 -0.4%
DCM
95
Dupont Capital Management
Delaware
$5.21M -$152K -1,369 -3%
US Bancorp
96
US Bancorp
Minnesota
$5.17M -$542K -4,873 -11%
BCIM
97
British Columbia Investment Management
British Columbia, Canada
$5.11M +$4.24M +38,161 New
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$5.1M +$90.5K +814 +2%
EAMA
99
EFG Asset Management (Americas)
Florida
$5.03M +$108K +967 +3%
Citadel Advisors
100
Citadel Advisors
Florida
$4.93M +$4.09M +36,812 New

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.