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HEICO Corp

190 hedge funds and large institutions have $1.27B invested in HEICO Corp in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.16B → $1.27B (+$109M)

6% more funds holding

Funds holding: 179190 (+11)

7% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 61

5.39% less ownership

Funds ownership: 177.16%171.77% (-5.4%)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $970K

Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
5.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
57
Reduced
61
Closed
17
Calls
$7K
Puts
$970K
Net Calls
-$963K
Net Calls Change
-$971K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
WealthTrust-Arizona
Arizona
$10K
FMP
177
Financial Management Professionals
Texas
$8K +$8.46K +327 New
CFA
178
Carroll Financial Associates
North Carolina
$7K
NFG
179
Next Financial Group
Texas
$6K
First Manhattan
180
First Manhattan
New York
$6K +$5.92K +229 New
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$5K -$2.59K -100 -34%
QCG
182
Quadrant Capital Group
Ohio
$5K -$517 -20 -9%
CCA
183
Checchi Capital Advisers
California
$5K
PMFA
184
Plante Moran Financial Advisors
Michigan
$5K +$2.33K +90 +102%
GT
185
Glenmede Trust
Pennsylvania
$5K +$4.11K +159 +361%
MWP
186
MYCIO Wealth Partners
Pennsylvania
$3K +$2.72K +105 New
Manulife (Manufacturers Life Insurance)
187
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K -$801K -30,952 -100%
RWG
188
Regal Wealth Group
California
$2K
MA
189
MCF Advisors
Kentucky
$2K +$1.63K +63 New
BC
190
Bartlett & Co
Ohio
$1K +$828 +32 New
William Blair Investment Management
191
William Blair Investment Management
Illinois
-$5.68M -230,520 Closed
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
-$1.12M -43,364 Closed
TI
193
Turner Investments
Pennsylvania
-$902K -36,621 Closed
CIP
194
Convergence Investment Partners
Florida
-$900K -36,543 Closed
ProShare Advisors
195
ProShare Advisors
Maryland
-$848K -34,431 Closed
GLAM
196
Gardner Lewis Asset Management
Pennsylvania
-$817K -33,154 Closed
Capstone Investment Advisors
197
Capstone Investment Advisors
New York
-$709K -28,811 Closed
Two Sigma Investments
198
Two Sigma Investments
New York
-$664K -26,978 Closed
VFA
199
Virtus Fund Advisers
Connecticut
-$617K -25,042 Closed
PAM
200
Princeton Alpha Management
New Jersey
-$410K -16,643 Closed