HEICO Corp
HEI
236 hedge funds and large institutions have $2.1B invested in HEICO Corp in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 76 increasing their positions, 71 reducing their positions, and 18 closing their positions.
172% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 18
27% more capital invested
Capital invested by funds: $1.65B → $2.1B (+$452M)
13% more funds holding
Funds holding: 208 → 236 (+28)
2.54% more ownership
Funds ownership: 132.48% → 135.03% (+2.5%)
7% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 71
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
72% less call options, than puts
Call options by funds: $2.85M | Put options by funds: $10M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$12.8M |
| 2 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
+$11.7M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.83M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.78M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$7.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$17.3M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$9.28M |
| 3 |
TCM
Tygh Capital Management
Portland,
Oregon
|
-$7.96M |
| 4 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
-$7.05M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$6.65M |
HEI Hedge Fund Activity: Q3 2017 in Review
236 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2017, worth a combined $2.1B — up 27% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new HEI positions and 18 closed out — a net gain of 31 holders — while 76 added to existing stakes and 71 trimmed.
The largest buyer was Fred Alger Management, adding an estimated $12.8M. The largest seller was First Trust Advisors, cutting an estimated $17.3M.
- 236 institutional investors held HEICO Corp (HEI) as of Q3 2017, up from 208 in Q2 2017.
- Funds reported $2.1B of HEICO Corp stock for Q3 2017, up 27% quarter-over-quarter.
- 49 funds opened new HEICO Corp positions in Q3 2017 and 18 closed out, a net change of +31 holders.
- The largest HEICO Corp buyer in Q3 2017 was Fred Alger Management, an estimated $12.8M added.
- The largest HEICO Corp seller in Q3 2017 was First Trust Advisors, an estimated $17.3M sold.
Based on aggregated 13F filings for Q3 2017.