HEICO Corp
148 hedge funds and large institutions have $1.05B invested in HEICO Corp in 2013 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 12 closing their positions.
208% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 12
35% more capital invested
Capital invested by funds: $774M → $1.05B (+$272M)
19% more funds holding
Funds holding: 124 → 148 (+24)
1.95% more ownership
Funds ownership: 219.06% → 221% (+1.9%)
16% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$28.4M |
| 2 |
CCI
Columbus Circle Investors
|
+$14.8M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$11.2M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$10.1M |
| 5 |
State Street
Boston,
Massachusetts
|
+$9.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$48.5M |
| 2 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$10.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.24M |
| 4 |
TG
TCW Group
Los Angeles,
California
|
-$6.7M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$6.04M |
HEI Hedge Fund Activity: Q3 2013 in Review
148 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2013, worth a combined $1.05B — up 35% from $774M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HEI positions and 12 closed out — a net gain of 25 holders — while 43 added to existing stakes and 51 trimmed.
The largest buyer was OppenheimerFunds, opening a new position worth an estimated $28.4M. The largest seller was Select Equity Group, cutting an estimated $48.5M.
- 148 institutional investors held HEICO Corp (HEI) as of Q3 2013, up from 124 in Q2 2013.
- Funds reported $1.05B of HEICO Corp stock for Q3 2013, up 35% quarter-over-quarter.
- 37 funds opened new HEICO Corp positions in Q3 2013 and 12 closed out, a net change of +25 holders.
- The largest HEICO Corp buyer in Q3 2013 was OppenheimerFunds, an estimated $28.4M added.
- The largest HEICO Corp seller in Q3 2013 was Select Equity Group, an estimated $48.5M sold.
Based on aggregated 13F filings for Q3 2013.