HEICO Corp
HEI
201 hedge funds and large institutions have $1.39B invested in HEICO Corp in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 22 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
45% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 22
17% more call options, than puts
Call options by funds: $1.55M | Put options by funds: $1.32M
11% more capital invested
Capital invested by funds: $1.25B → $1.39B (+$143M)
4% more funds holding
Funds holding: 193 → 201 (+8)
1% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 68
0.3% less ownership
Funds ownership: 163.47% → 163.17% (-0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$15.2M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$9.74M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$9.62M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$8.6M |
| 5 |
Renaissance Technologies
New York
|
+$7.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.9M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$9.08M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$8.81M |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$6.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.2M |
HEI Hedge Fund Activity: Q4 2016 in Review
201 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q4 2016, worth a combined $1.39B — up 11% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new HEI positions and 22 closed out — a net gain of 10 holders — while 69 added to existing stakes and 68 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $15.2M. The largest seller was Dimensional Fund Advisors, cutting an estimated $10.9M.
- 201 institutional investors held HEICO Corp (HEI) as of Q4 2016, up from 193 in Q3 2016.
- Funds reported $1.39B of HEICO Corp stock for Q4 2016, up 11% quarter-over-quarter.
- 32 funds opened new HEICO Corp positions in Q4 2016 and 22 closed out, a net change of +10 holders.
- The largest HEICO Corp buyer in Q4 2016 was First Trust Advisors, an estimated $15.2M added.
- The largest HEICO Corp seller in Q4 2016 was Dimensional Fund Advisors, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2016.