HEICO Corp
HEI
267 hedge funds and large institutions have $2.62B invested in HEICO Corp in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 26 increasing their positions, 197 reducing their positions, and 35 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
101% more call options, than puts
Call options by funds: $5.07M | Put options by funds: $2.53M
26% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 35
19% more capital invested
Capital invested by funds: $2.2B → $2.62B (+$419M)
3% more funds holding
Funds holding: 260 → 267 (+7)
46.23% less ownership
Funds ownership: 135.68% → 89.46% (-46%)
87% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 197
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWNA
Marshall Wace North America
New York
|
+$61.4M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$21.1M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$17M |
| 4 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$13.4M |
| 5 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$42.6M |
| 2 |
BlackRock
New York
|
-$42.4M |
| 3 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$37.6M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$34.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.1M |
HEI Hedge Fund Activity: Q1 2018 in Review
267 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2018, worth a combined $2.62B — up 19% from $2.2B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HEI positions and 35 closed out — a net gain of 9 holders — while 26 added to existing stakes and 197 trimmed.
The largest buyer was Marshall Wace North America, adding an estimated $61.4M. The largest seller was Select Equity Group, cutting an estimated $42.6M.
- 267 institutional investors held HEICO Corp (HEI) as of Q1 2018, up from 260 in Q4 2017.
- Funds reported $2.62B of HEICO Corp stock for Q1 2018, up 19% quarter-over-quarter.
- 44 funds opened new HEICO Corp positions in Q1 2018 and 35 closed out, a net change of +9 holders.
- The largest HEICO Corp buyer in Q1 2018 was Marshall Wace North America, an estimated $61.4M added.
- The largest HEICO Corp seller in Q1 2018 was Select Equity Group, an estimated $42.6M sold.
Based on aggregated 13F filings for Q1 2018.