HEICO Corp
290 hedge funds and large institutions have $2.66B invested in HEICO Corp in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 137 reducing their positions, and 24 closing their positions.
100% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 24
56% more call options, than puts
Call options by funds: $4.89M | Put options by funds: $3.13M
9% more funds holding
Funds holding: 267 → 290 (+23)
1% more capital invested
Capital invested by funds: $2.62B → $2.66B (+$35.2M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
21.14% less ownership
Funds ownership: 89.46% → 68.31% (-21%)
35% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$37.1M |
| 2 |
SG Americas Securities
New York
|
+$11.1M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$9.94M |
| 4 |
Goldman Sachs
New York
|
+$9.21M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$48.5M |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$21.8M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$16.2M |
| 4 |
Two Sigma Advisers
New York
|
-$15.1M |
| 5 |
Renaissance Technologies
New York
|
-$13.3M |
HEI Hedge Fund Activity: Q2 2018 in Review
290 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2018, worth a combined $2.66B — up 1.3% from $2.62B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new HEI positions and 24 closed out — a net gain of 24 holders — while 89 added to existing stakes and 137 trimmed.
The largest buyer was Invesco, adding an estimated $37.1M. The largest seller was Select Equity Group, cutting an estimated $48.5M.
- 290 institutional investors held HEICO Corp (HEI) as of Q2 2018, up from 267 in Q1 2018.
- Funds reported $2.66B of HEICO Corp stock for Q2 2018, up 1.3% quarter-over-quarter.
- 48 funds opened new HEICO Corp positions in Q2 2018 and 24 closed out, a net change of +24 holders.
- The largest HEICO Corp buyer in Q2 2018 was Invesco, an estimated $37.1M added.
- The largest HEICO Corp seller in Q2 2018 was Select Equity Group, an estimated $48.5M sold.
Based on aggregated 13F filings for Q2 2018.