HEICO Corp
260 hedge funds and large institutions have $2.2B invested in HEICO Corp in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 82 reducing their positions, and 28 closing their positions.
93% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 28
10% more funds holding
Funds holding: 236 → 260 (+24)
5% more capital invested
Capital invested by funds: $2.1B → $2.2B (+$107M)
0.66% more ownership
Funds ownership: 135.03% → 135.68% (+0.66%)
7% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 82
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
42% less call options, than puts
Call options by funds: $3.32M | Put options by funds: $5.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$37.9M |
| 2 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
+$19.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$16.2M |
| 4 |
Two Sigma Investments
New York
|
+$14.8M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
-$39.5M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$26.4M |
| 3 |
Select Equity Group
New York
|
-$18.7M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$17.3M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$12.2M |
HEI Hedge Fund Activity: Q4 2017 in Review
260 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q4 2017, worth a combined $2.2B — up 5.1% from $2.1B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new HEI positions and 28 closed out — a net gain of 26 holders — while 76 added to existing stakes and 82 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $37.9M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $39.5M sold.
- 260 institutional investors held HEICO Corp (HEI) as of Q4 2017, up from 236 in Q3 2017.
- Funds reported $2.2B of HEICO Corp stock for Q4 2017, up 5.1% quarter-over-quarter.
- 54 funds opened new HEICO Corp positions in Q4 2017 and 28 closed out, a net change of +26 holders.
- The largest HEICO Corp buyer in Q4 2017 was Goldman Sachs, an estimated $37.9M added.
- The largest HEICO Corp seller in Q4 2017 was Ardevora Asset Management, an estimated $39.5M sold.
Based on aggregated 13F filings for Q4 2017.