HEICO Corp
HEI
205 hedge funds and large institutions have $1.6B invested in HEICO Corp in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 19 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
63% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 19
15% more capital invested
Capital invested by funds: $1.39B → $1.6B (+$210M)
3.05% more ownership
Funds ownership: 163.17% → 166.22% (+3.1%)
2% more funds holding
Funds holding: 201 → 205 (+4)
32% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 82
86% less call options, than puts
Call options by funds: $2.35M | Put options by funds: $16.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$94M |
| 2 |
FAM
Fred Alger Management
New York
|
+$25.1M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$22.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$9.62M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$6.26M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$5.77M |
| 3 |
RA
Royce & Associates
New York
|
-$5.12M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.74M |
| 5 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
|
-$4.44M |
HEI Hedge Fund Activity: Q1 2017 in Review
205 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2017, worth a combined $1.6B — up 15% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HEI positions and 19 closed out — a net gain of 12 holders — while 56 added to existing stakes and 82 trimmed.
The largest buyer was BlackRock, adding an estimated $94M. The largest seller was Copeland Capital Management, cutting an estimated $6.26M.
- 205 institutional investors held HEICO Corp (HEI) as of Q1 2017, up from 201 in Q4 2016.
- Funds reported $1.6B of HEICO Corp stock for Q1 2017, up 15% quarter-over-quarter.
- 31 funds opened new HEICO Corp positions in Q1 2017 and 19 closed out, a net change of +12 holders.
- The largest HEICO Corp buyer in Q1 2017 was BlackRock, an estimated $94M added.
- The largest HEICO Corp seller in Q1 2017 was Copeland Capital Management, an estimated $6.26M sold.
Based on aggregated 13F filings for Q1 2017.