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HEICO Corp

148 hedge funds and large institutions have $1.06B invested in HEICO Corp in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$29.3M)

0% more funds holding

Funds holding: 148148 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

47% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 78

51.03% less ownership

Funds ownership: 217.62%166.6% (-51%)

Holders
148
Holders Change
Holders Change %
0%
% of All Funds
4.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
41
Reduced
78
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$103M -$2.58M -114,748 -3%
RA
2
Royce & Associates
New York
$93.2M -$13M -579,107 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$86.6M +$3.48M +154,709 +4%
State Street
4
State Street
Massachusetts
$75.9M -$209K -9,294 -0.3%
Northern Trust
5
Northern Trust
Illinois
$55.7M -$3.36M -149,153 -6%
BIT
6
BlackRock Institutional Trust
California
$45M -$781K -34,703 -2%
Brown Advisory
7
Brown Advisory
Maryland
$43.9M +$1.27M +56,289 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$41.8M -$931K -41,359 -2%
Select Equity Group
9
Select Equity Group
New York
$37.2M -$15.5M -686,707 -30%
O
10
OppenheimerFunds
New York
$26M +$8.38M +371,985 +51%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$20.6M -$20.8K -922 -0.1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$20M -$194K -8,599 -1%
William Blair & Company
13
William Blair & Company
Illinois
$19.4M -$949K -42,148 -5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$17.9M -$10.9M -484,926 -39%
TI
15
Turner Investments
Pennsylvania
$17.7M +$381K +16,940 +2%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$17.4M -$2.12M -94,146 -11%
CCI
17
Columbus Circle Investors
$17.2M -$652K -28,975 -4%
TCIM
18
TIAA CREF Investment Management
New York
$15.7M -$215K -9,528 -1%
TG
19
TCW Group
California
$14M -$2.42M -107,575 -15%
WC
20
Weatherbie Capital
Massachusetts
$13.5M -$6.91M -306,836 -35%
Baillie Gifford & Co
21
Baillie Gifford & Co
United Kingdom
$11.7M -$504K -22,400 -4%
Norges Bank
22
Norges Bank
Norway
$11.2M -$45 -2 -0%
EAM
23
EULAV Asset Management
Florida
$11M -$45 -2 -0%
Charles Schwab
24
Charles Schwab
California
$11M +$355K +15,743 +4%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$10.9M +$911K +40,443 +10%