HEICO Corp
153 hedge funds and large institutions have $1.17B invested in HEICO Corp in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 17 closing their positions.
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
20% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 49
4% more funds holding
Funds holding: 147 → 153 (+6)
2.05% more ownership
Funds ownership: 171.91% → 173.96% (+2%)
2% more capital invested
Capital invested by funds: $1.14B → $1.17B (+$27M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Telemark Asset Management
Boston,
Massachusetts
|
+$15.1M |
| 2 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
|
+$11.8M |
| 3 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$8.06M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$7.87M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$5.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$19.6M |
| 2 |
JP Morgan Chase
New York
|
-$10.7M |
| 3 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
-$9.19M |
| 4 |
RA
Royce & Associates
New York
|
-$7.93M |
| 5 |
TG
TCW Group
Los Angeles,
California
|
-$5.04M |
HEI Hedge Fund Activity: Q1 2015 in Review
153 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2015, worth a combined $1.17B — up 2.4% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HEI positions and 17 closed out — a net gain of 7 holders — while 59 added to existing stakes and 49 trimmed.
The largest buyer was Telemark Asset Management, opening a new position worth an estimated $15.1M. The largest seller was Wellington Management Group, exiting entirely with an estimated $19.6M sold.
- 153 institutional investors held HEICO Corp (HEI) as of Q1 2015, up from 147 in Q4 2014.
- Funds reported $1.17B of HEICO Corp stock for Q1 2015, up 2.4% quarter-over-quarter.
- 24 funds opened new HEICO Corp positions in Q1 2015 and 17 closed out, a net change of +7 holders.
- The largest HEICO Corp buyer in Q1 2015 was Telemark Asset Management, an estimated $15.1M added.
- The largest HEICO Corp seller in Q1 2015 was Wellington Management Group, an estimated $19.6M sold.
Based on aggregated 13F filings for Q1 2015.