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HEICO Corp

147 hedge funds and large institutions have $868M invested in HEICO Corp in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

1% more funds holding

Funds holding: 146147 (+1)

1.99% less ownership

Funds ownership: 171.52%169.53% (-2%)

11% less capital invested

Capital invested by funds: $979M → $868M (-$111M)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
4.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
43
Reduced
50
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
151
Campbell & Co Investment Adviser
Maryland
-$1.31M -61,685 Closed
UOC
152
UBS O'Connor
Illinois
-$922K -43,335 Closed
PI
153
Putnam Investments
Massachusetts
-$848K -39,832 Closed
MCM
154
Mazama Capital Management
Oregon
-$655K -30,820 Closed
BCM
155
Bourgeon Capital Management
Connecticut
-$626K -29,417 Closed
AA
156
ALPS Advisors
Colorado
-$510K -23,958 Closed
EMG
157
Ellington Management Group
Connecticut
-$504K -23,682 Closed
PP
158
Paloma Partners
Connecticut
-$494K -23,210 Closed
BCM
159
Bridgeway Capital Management
Texas
-$390K -18,311 Closed
TAM
160
Tocqueville Asset Management
New York
-$343K -16,113 Closed
NI
161
Numeric Investors
Massachusetts
-$291K -13,672 Closed
PA
162
Profund Advisors
Maryland
-$291K -13,667 Closed
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
-$218K -10,264 Closed
CI
164
Cowen Inc
New York
-$208K -9,766 Closed
3NC
165
300 North Capital
California
-$205K -9,644 Closed
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
-$86K -4,053 Closed
Federated Hermes
167
Federated Hermes
Pennsylvania
-$34K -1,602 Closed
PAS
168
Partnervest Advisory Services
California
-$6K -305 Closed
GT
169
Glenmede Trust
Pennsylvania
+$917 +44 New