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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
AG
126
Advisor Group
Arizona
$2.94M -$1.08M -9,737 -31%
OAC
127
OMERS Administration Corp
Ontario, Canada
$2.93M +$2.4M +21,600 New
Man Group
128
Man Group
United Kingdom
$2.9M -$844K -7,586 -26%
AAMU
129
Amundi Asset Management US
Massachusetts
$2.85M +$2.37M +21,323 New
LCG
130
Lisanti Capital Growth
New York
$2.84M
CWM
131
CIBC World Markets
New York
$2.84M +$3.06M +27,469 New
AAF
132
Andra AP-fonden
Sweden
$2.84M +$2.36M +21,200 New
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$2.72M +$2.26M +20,300 New
DF
134
Donoghue Forlines
Massachusetts
$2.71M +$2.26M +20,290 New
Calamos Advisors
135
Calamos Advisors
Illinois
$2.7M +$2.25M +20,189 New
SB
136
Suntrust Banks
Georgia
$2.69M +$4K +36 +0.2%
AIA
137
Avalon Investment & Advisory
Texas
$2.67M -$1.74M -15,619 -44%
T. Rowe Price Associates
138
T. Rowe Price Associates
Maryland
$2.67M -$99.7K -896 -4%
SEC
139
Seven Eight Capital
New York
$2.64M +$2.2M +19,763 New
PP
140
Paloma Partners
Connecticut
$2.61M -$377K -3,387 -15%
HH
141
HWG Holdings
Texas
$2.6M +$2.16M +19,408 New
PIM
142
Penobscot Investment Management
Massachusetts
$2.54M +$424K +3,810 +25%
California State Teachers Retirement System (CalSTRS)
143
California State Teachers Retirement System (CalSTRS)
California
$2.48M -$4.78M -42,991 -70%
PP
144
Professional Planning
California
$2.47M -$17.9K -161 -0.9%
PAG
145
Private Advisor Group
New Jersey
$2.46M +$1.52M +13,662 +291%
Citigroup
146
Citigroup
New York
$2.43M -$7.76M -69,731 -79%
CSS
147
Cubist Systematic Strategies
Connecticut
$2.4M +$1.01M +9,099 +103%
KJHP
148
K.J. Harrison & Partners
Ontario, Canada
$2.27M +$556K +5,000 +42%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$2.18M +$1.54M +13,876 +580%
AIM
150
Achmea Investment Management
Netherlands
$2.17M +$1.8M +16,185 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.