HEICO Corp
HEI
190 hedge funds and large institutions have $1.27B invested in HEICO Corp in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 17 closing their positions.
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
8% more capital invested
Capital invested by funds: $1.17B → $1.27B (+$92.2M)
6% more funds holding
Funds holding: 179 → 190 (+11)
7% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 61
5.39% less ownership
Funds ownership: 177.16% → 171.77% (-5.4%)
99% less call options, than puts
Call options by funds: $7K | Put options by funds: $970K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$21.1M |
| 2 |
O
OppenheimerFunds
New York
|
+$13.1M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$7.07M |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$7.03M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$17.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$11.5M |
| 3 |
State Street
Boston,
Massachusetts
|
-$8.59M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$7.67M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$7.4M |
HEI Hedge Fund Activity: Q2 2016 in Review
190 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2016, worth a combined $1.27B — up 7.8% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HEI positions and 17 closed out — a net gain of 14 holders — while 57 added to existing stakes and 61 trimmed.
The largest buyer was Mesirow Financial Investment Management - Fixed Income, opening a new position worth an estimated $21.1M. The largest seller was BlackRock Fund Advisors, cutting an estimated $17.3M.
- 190 institutional investors held HEICO Corp (HEI) as of Q2 2016, up from 179 in Q1 2016.
- Funds reported $1.27B of HEICO Corp stock for Q2 2016, up 7.8% quarter-over-quarter.
- 31 funds opened new HEICO Corp positions in Q2 2016 and 17 closed out, a net change of +14 holders.
- The largest HEICO Corp buyer in Q2 2016 was Mesirow Financial Investment Management - Fixed Income, an estimated $21.1M added.
- The largest HEICO Corp seller in Q2 2016 was BlackRock Fund Advisors, an estimated $17.3M sold.
Based on aggregated 13F filings for Q2 2016.