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HEICO Corp
HEI

147 hedge funds and large institutions have $1.06B invested in HEICO Corp in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$13M)

1% less funds holding

Funds holding: 148 → 147 (-1)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

49% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 79

54.42% less ownership

Funds ownership: 221% → 166.59% (-54%)

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
4.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
40
Reduced
79
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NCGI
Next Century Growth Investors
Minnesota
+$7.01M
2
Morgan Stanley
Morgan Stanley
New York
+$5.83M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.31M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.48M
5
CS
Credit Suisse
Switzerland
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
-$15.5M
2
RA
Royce & Associates
New York
-$13M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.9M
4
O
OppenheimerFunds
New York
-$7.94M
5
WC
Weatherbie Capital
Massachusetts
-$6.91M

HEI Hedge Fund Activity: Q4 2013 in Review

147 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q4 2013, worth a combined $1.06B — up 1.2% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HEI and 17 opened new positions — a net loss of 1 holder — while 79 trimmed existing stakes and 40 added.

The largest buyer was Next Century Growth Investors, opening a new position worth an estimated $7.01M. The largest seller was Select Equity Group, cutting an estimated $15.5M.

  • 147 institutional investors held HEICO Corp (HEI) as of Q4 2013, down from 148 in Q3 2013.
  • Funds reported $1.06B of HEICO Corp stock for Q4 2013, up 1.2% quarter-over-quarter.
  • 17 funds opened new HEICO Corp positions in Q4 2013 and 18 closed out, a net change of -1 holder.
  • The largest HEICO Corp buyer in Q4 2013 was Next Century Growth Investors, an estimated $7.01M added.
  • The largest HEICO Corp seller in Q4 2013 was Select Equity Group, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2013.