HEICO Corp
HEI
208 hedge funds and large institutions have $1.65B invested in HEICO Corp in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 89 reducing their positions, and 19 closing their positions.
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
1% more funds holding
Funds holding: 205 → 208 (+3)
3% more capital invested
Capital invested by funds: $1.6B → $1.65B (+$43.7M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 89
33.73% less ownership
Funds ownership: 166.22% → 132.48% (-34%)
88% less call options, than puts
Call options by funds: $1.15M | Put options by funds: $9.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$9.44M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$7.38M |
| 3 |
Goldman Sachs
New York
|
+$6.29M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.16M |
| 5 |
Select Equity Group
New York
|
+$5.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$21.3M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$9.94M |
| 3 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
-$7.26M |
| 4 |
JP Morgan Chase
New York
|
-$6.22M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$4.7M |
HEI Hedge Fund Activity: Q2 2017 in Review
208 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2017, worth a combined $1.65B — up 2.7% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HEI positions and 19 closed out — a net gain of 4 holders — while 83 added to existing stakes and 89 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $9.44M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $21.3M sold.
- 208 institutional investors held HEICO Corp (HEI) as of Q2 2017, up from 205 in Q1 2017.
- Funds reported $1.65B of HEICO Corp stock for Q2 2017, up 2.7% quarter-over-quarter.
- 23 funds opened new HEICO Corp positions in Q2 2017 and 19 closed out, a net change of +4 holders.
- The largest HEICO Corp buyer in Q2 2017 was Janus Henderson Group, an estimated $9.44M added.
- The largest HEICO Corp seller in Q2 2017 was Waddell & Reed Financial, an estimated $21.3M sold.
Based on aggregated 13F filings for Q2 2017.