HEICO Corp
147 hedge funds and large institutions have $979M invested in HEICO Corp in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 17 closing their positions.
0.91% more ownership
Funds ownership: 170.61% → 171.52% (+0.91%)
1% less funds holding
Funds holding: 148 → 147 (-1)
6% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 17
13% less capital invested
Capital invested by funds: $1.13B → $979M (-$147M)
33% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$39.1M |
| 2 |
Select Equity Group
New York
|
+$13.4M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$10.6M |
| 4 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
+$8.42M |
| 5 |
CGI
CI Global Investments
Oakland,
California
|
+$5.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCI
Columbus Circle Investors
|
-$22M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$8.79M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$8.3M |
| 4 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$7.18M |
| 5 |
TA
Teachers Advisors
New York
|
-$6.89M |
HEI Hedge Fund Activity: Q2 2014 in Review
147 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2014, worth a combined $979M — down 13% from $1.13B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of HEI and 16 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 41 added.
The largest buyer was Fisher Asset Management, adding an estimated $39.1M. The largest seller was Columbus Circle Investors, exiting entirely with an estimated $22M sold.
- 147 institutional investors held HEICO Corp (HEI) as of Q2 2014, down from 148 in Q1 2014.
- Funds reported $979M of HEICO Corp stock for Q2 2014, down 13% quarter-over-quarter.
- 16 funds opened new HEICO Corp positions in Q2 2014 and 17 closed out, a net change of -1 holder.
- The largest HEICO Corp buyer in Q2 2014 was Fisher Asset Management, an estimated $39.1M added.
- The largest HEICO Corp seller in Q2 2014 was Columbus Circle Investors, an estimated $22M sold.
Based on aggregated 13F filings for Q2 2014.