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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
SSA
176
Schonfeld Strategic Advisors
New York
$1.37M +$1.14M +10,226 New
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$1.36M -$221K -1,986 -16%
DP
178
DSAM Partners
United Kingdom
$1.36M +$1.13M +10,163 New
PA
179
PFG Advisors
Arizona
$1.35M +$11.1K +100 +1%
EF
180
Empowered Funds
Pennsylvania
$1.34M +$1.12M +10,048 New
VFA
181
Voya Financial Advisors
Connecticut
$1.34M +$246K +2,212 +28%
CAM
182
Concorde Asset Management
Michigan
$1.33M -$130K -1,172 -11%
CPC
183
Cookson Peirce & Co
Pennsylvania
$1.3M +$80.1K +720 +8%
SIM
184
Spark Investment Management
New York
$1.3M +$1.08M +9,700 New
BB
185
Bell Bank
North Dakota
$1.28M -$47.2K -424 -4%
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$1.27M +$635K +5,706 +152%
ACI
187
AMP Capital Investors
Australia
$1.24M +$1.05M +9,450 New
ACM
188
AlphaCrest Capital Management
New York
$1.23M +$289K +2,600 +39%
PL
189
Polianta Ltd
Jersey
$1.2M +$1M +9,000 New
Allianz Asset Management
190
Allianz Asset Management
Germany
$1.2M +$177K +1,587 +22%
Creative Planning
191
Creative Planning
Kansas
$1.18M +$148K +1,327 +18%
CIBC World Market
192
CIBC World Market
Ontario, Canada
$1.17M -$268K -2,408 -22%
FHB
193
First Hawaiian Bank
Hawaii
$1.16M +$151K +1,360 +19%
JG
194
Jefferies Group
New York
$1.16M -$708K -6,369 -42%
AWA
195
Arete Wealth Advisors
Illinois
$1.15M -$441K -3,966 -32%
CCB
196
Cutter & Co Brokerage
Missouri
$1.09M +$31.7K +285 +4%
DILIC
197
Dai-ichi Life Insurance Company
Japan
$1.07M +$890K +8,000 New
Canada Life
198
Canada Life
Manitoba, Canada
$1.06M +$296K +2,661 +50%
WG
199
Winton Group
United Kingdom
$1.03M -$562K -5,051 -40%
DTL
200
Dynamic Technology Lab
Singapore
$1.01M +$838K +7,537 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.