HEICO Corp
HEI
179 hedge funds and large institutions have $1.17B invested in HEICO Corp in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 31 closing their positions.
400% more call options, than puts
Call options by funds: $10K | Put options by funds: $2K
28% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 53
25% more capital invested
Capital invested by funds: $941M → $1.17B (+$233M)
20.03% more ownership
Funds ownership: 157.13% → 177.16% (+20%)
19% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 31
3% more funds holding
Funds holding: 174 → 179 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$30.7M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$24.8M |
| 3 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
+$21.9M |
| 4 |
CM
Castleark Management
Chicago,
Illinois
|
+$13.2M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$11.7M |
| 2 |
Millennium Management
New York
|
-$11.4M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$6.34M |
| 4 |
Morgan Stanley
New York
|
-$6.34M |
| 5 |
Renaissance Technologies
New York
|
-$6.24M |
HEI Hedge Fund Activity: Q1 2016 in Review
179 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2016, worth a combined $1.17B — up 25% from $941M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HEI positions and 31 closed out — a net gain of 6 holders — while 68 added to existing stakes and 53 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $30.7M. The largest seller was Brown Brothers Harriman & Co, exiting entirely with an estimated $11.7M sold.
- 179 institutional investors held HEICO Corp (HEI) as of Q1 2016, up from 174 in Q4 2015.
- Funds reported $1.17B of HEICO Corp stock for Q1 2016, up 25% quarter-over-quarter.
- 37 funds opened new HEICO Corp positions in Q1 2016 and 31 closed out, a net change of +6 holders.
- The largest HEICO Corp buyer in Q1 2016 was Lord, Abbett & Co, an estimated $30.7M added.
- The largest HEICO Corp seller in Q1 2016 was Brown Brothers Harriman & Co, an estimated $11.7M sold.
Based on aggregated 13F filings for Q1 2016.