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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
MC
201
Menta Capital
California
$994K +$81.2K +730 +11%
URS
202
Utah Retirement Systems
Utah
$988K +$4.12K +37 +0.5%
GC
203
Guggenheim Capital
Illinois
$977K +$312K +2,802 +62%
BCM
204
Bayesian Capital Management
New York
$977K +$812K +7,300 New
MSV
205
MN Services Vermogensbeheer
Netherlands
$977K +$812K +7,300 New
OPERF
206
Oregon Public Employees Retirement Fund
Oregon
$937K +$779K +7,000 New
ACM
207
AlphaStar Capital Management
North Carolina
$929K -$242K -2,177 -24%
SAA
208
Southeast Asset Advisors
Georgia
$924K -$752K -6,765 -49%
FL
209
Fort LP
Maryland
$903K +$3.67K +33 +0.5%
Nomura Asset Management
210
Nomura Asset Management
Japan
$888K +$739K +6,640 New
Toronto Dominion Bank
211
Toronto Dominion Bank
Ontario, Canada
$872K +$1.45M +13,026 New
TI
212
Trexquant Investment
Connecticut
$855K +$711K +6,390 New
HighTower Advisors
213
HighTower Advisors
Illinois
$833K -$61.1K -549 -8%
USAA
214
United Services Automobile Association
Texas
$830K -$266K -2,391 -28%
GCA
215
Gideon Capital Advisors
New York
$805K +$669K +6,019 New
AWM
216
AE Wealth Management
Kansas
$797K +$103K +930 +18%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$768K +$45.8K +412 +8%
Principal Financial Group
218
Principal Financial Group
Iowa
$752K -$17.8K -160 -3%
GWMIA
219
Global Wealth Management Investment Advisory
Florida
$751K +$81.4K +732 +15%
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$743K -$398K -3,580 -39%
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$723K +$601K +5,400 New
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$713K -$163K -1,465 -22%
Cerity Partners
223
Cerity Partners
New York
$712K -$3K -27 -0.5%
TAM
224
Tocqueville Asset Management
New York
$681K -$11.9K -107 -2%
WCM
225
Washington Capital Management
Washington
$669K

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.