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HEICO Corp

179 hedge funds and large institutions have $1.16B 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.

New
Increased
Maintained
Reduced
Closed

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

23% more capital invested

Capital invested by funds: $941M → $1.16B (+$217M)

20% more ownership

Funds ownership: 157.16%177.16% (+20%)

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

3% more funds holding

Funds holding: 174179 (+5)

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
4.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
68
Reduced
53
Closed
31
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
Select Equity Group
1
Select Equity Group
New York
$77.5M +$8.06M +350,549 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$75.7M +$2.13M +92,778 +3%
RP
3
Riverbridge Partners
Minnesota
$73.6M +$1.83M +79,690 +3%
Fisher Asset Management
4
Fisher Asset Management
Washington
$60.9M -$1.38M -60,195 -2%
RA
5
Royce & Associates
New York
$48.8M -$1.68M -73,264 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$45M -$2.49M -108,494 -6%
Brown Advisory
7
Brown Advisory
Maryland
$37.8M +$544K +23,660 +2%
GKIM
8
GW&K Investment Management
Massachusetts
$35.7M +$1.74M +75,767 +6%
BFA
9
BlackRock Fund Advisors
California
$35.6M -$2.82M -122,459 -8%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$35.2M +$5.97M +259,490 +22%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$32.9M +$30.7M +1,334,485 New
State Street
12
State Street
Massachusetts
$28.7M +$1.33M +57,703 +5%
Fidelity International
13
Fidelity International
Bermuda
$26.5M +$24.8M +1,076,956 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$26.5M +$257K +11,164 +1%
AAM
15
Ardevora Asset Management
United Kingdom
$24.2M +$915K +39,795 +4%
Northern Trust
16
Northern Trust
Illinois
$23.7M +$180K +7,825 +0.8%
BIT
17
BlackRock Institutional Trust
California
$23.4M -$6.34M -275,842 -22%
FMA
18
Fiduciary Management Associates
Illinois
$23.4M +$21.9M +950,601 New
WC
19
Weatherbie Capital
Massachusetts
$22.4M +$8.07M +351,148 +63%
CCM
20
Copeland Capital Management
Pennsylvania
$21.5M -$237K -10,323 -1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$20M +$937K +40,771 +5%
Wells Fargo
22
Wells Fargo
California
$19.3M +$7.27M +316,272 +68%
Citadel Advisors
23
Citadel Advisors
Florida
$16.2M -$1.52M -65,903 -9%
CM
24
Castleark Management
Illinois
$14.2M +$13.2M +576,069 New
EAM
25
EULAV Asset Management
Florida
$13.3M