HEICO Corp
HEI
147 hedge funds and large institutions have $870M invested in HEICO Corp in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 23 closing their positions.
9% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 23
0% more funds holding
Funds holding: 147 → 147 (0)
1.99% less ownership
Funds ownership: 171.52% → 169.53% (-2%)
11% less capital invested
Capital invested by funds: $979M → $870M (-$109M)
14% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$33.1M |
| 2 |
CGI
CI Global Investments
Oakland,
California
|
+$12.4M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$9.52M |
| 4 |
TG
TCW Group
Los Angeles,
California
|
+$6.65M |
| 5 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$32.6M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$11M |
| 3 |
TA
Teachers Advisors
New York
|
-$5.61M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$4.98M |
| 5 |
JP Morgan Chase
New York
|
-$4.57M |
HEI Hedge Fund Activity: Q3 2014 in Review
147 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2014, worth a combined $870M — down 11% from $979M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HEI positions and 23 closed out — a net gain of 2 holders — while 43 added to existing stakes and 50 trimmed.
The largest buyer was Select Equity Group, adding an estimated $33.1M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $32.6M sold.
- 147 institutional investors held HEICO Corp (HEI) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $870M of HEICO Corp stock for Q3 2014, down 11% quarter-over-quarter.
- 25 funds opened new HEICO Corp positions in Q3 2014 and 23 closed out, a net change of +2 holders.
- The largest HEICO Corp buyer in Q3 2014 was Select Equity Group, an estimated $33.1M added.
- The largest HEICO Corp seller in Q3 2014 was OppenheimerFunds, an estimated $32.6M sold.
Based on aggregated 13F filings for Q3 2014.