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HEICO Corp
HEI

148 hedge funds and large institutions have $1.13B invested in HEICO Corp in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

6% more capital invested

Capital invested by funds: $1.06B → $1.13B (+$67M)

4.03% more ownership

Funds ownership: 166.59% → 170.61% (+4%)

1% more funds holding

Funds holding: 147 → 148 (+1)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

Holders
148
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
53
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TA
Teachers Advisors
New York
+$13.5M
2
Renaissance Technologies
Renaissance Technologies
New York
+$9.32M
3
O
OppenheimerFunds
New York
+$8.56M
4
Deutsche Bank
Deutsche Bank
Germany
+$8M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$4.66M

Top Sellers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
-$8.84M
2
RA
Royce & Associates
New York
-$8.36M
3
TI
Turner Investments
Pennsylvania
-$7.18M
4
WC
Weatherbie Capital
Massachusetts
-$4.89M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.78M

HEI Hedge Fund Activity: Q1 2014 in Review

148 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2014, worth a combined $1.13B — up 6.3% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HEI positions and 14 closed out — a net gain of 2 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $13.5M. The largest seller was Select Equity Group, cutting an estimated $8.84M.

  • 148 institutional investors held HEICO Corp (HEI) as of Q1 2014, up from 147 in Q4 2013.
  • Funds reported $1.13B of HEICO Corp stock for Q1 2014, up 6.3% quarter-over-quarter.
  • 16 funds opened new HEICO Corp positions in Q1 2014 and 14 closed out, a net change of +2 holders.
  • The largest HEICO Corp buyer in Q1 2014 was Teachers Advisors, an estimated $13.5M added.
  • The largest HEICO Corp seller in Q1 2014 was Select Equity Group, an estimated $8.84M sold.

Based on aggregated 13F filings for Q1 2014.