HEICO Corp
330 hedge funds and large institutions have $3.27B invested in HEICO Corp in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 99 increasing their positions, 119 reducing their positions, and 24 closing their positions.
179% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 24
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
24% more capital invested
Capital invested by funds: $2.64B → $3.27B (+$633M)
14% more funds holding
Funds holding: 289 → 330 (+41)
2.01% less ownership
Funds ownership: 68.31% → 66.31% (-2%)
17% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 119
44% less call options, than puts
Call options by funds: $3.05M | Put options by funds: $5.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$48.2M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$17.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12M |
| 4 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
+$11.5M |
| 5 |
O
OppenheimerFunds
New York
|
+$9.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$21.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.1M |
| 3 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$20.9M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$19.2M |
| 5 |
JP Morgan Chase
New York
|
-$16.9M |
HEI Hedge Fund Activity: Q3 2018 in Review
330 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2018, worth a combined $3.27B — up 24% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new HEI positions and 24 closed out — a net gain of 43 holders — while 99 added to existing stakes and 119 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $48.2M. The largest seller was Copeland Capital Management, cutting an estimated $21.3M.
- 330 institutional investors held HEICO Corp (HEI) as of Q3 2018, up from 289 in Q2 2018.
- Funds reported $3.27B of HEICO Corp stock for Q3 2018, up 24% quarter-over-quarter.
- 67 funds opened new HEICO Corp positions in Q3 2018 and 24 closed out, a net change of +43 holders.
- The largest HEICO Corp buyer in Q3 2018 was Lord, Abbett & Co, an estimated $48.2M added.
- The largest HEICO Corp seller in Q3 2018 was Copeland Capital Management, an estimated $21.3M sold.
Based on aggregated 13F filings for Q3 2018.